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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2676
GW&K Investment Management
Massachusetts
$99K -$3.52K -121 -4%
AT
2677
Avalon Trust
New Mexico
$97.5K – – –
PA
2678
Pineridge Advisors
Missouri
$96.1K +$83.1K +2,853 New
TIM
2679
Tortoise Investment Management
New York
$95.7K +$11.2K +385 +16%
CAM
2680
Costello Asset Management
Pennsylvania
$95.6K – – –
T
2681
Tidemark
California
$95.3K +$82.4K +2,831 New
ITIM
2682
Indiana Trust & Investment Management
Indiana
$94.3K – – –
VAG
2683
VisionPoint Advisory Group
Texas
$90.5K -$38.7K -1,330 -33%
SA
2684
SRH Advisors
Kansas
$90.3K – – –
AW
2685
Avion Wealth
Texas
$90K +$2.85K +98 +4%
HWM
2686
Horizons Wealth Management
North Carolina
$89.4K – – –
NMM
2687
Naples Money Management
Florida
$88.1K +$76.2K +2,617 New
TCM
2688
Tradewinds Capital Management
Washington
$87K +$175 +6 +0.2%
RAM
2689
Riggs Asset Management
Pennsylvania
$86.7K – – –
EC
2690
EdgeRock Capital
Colorado
$85.2K +$74.2K +2,547 New
TFM
2691
TFC Financial Management
Massachusetts
$85.1K -$1.02K -35 -1%
HFS
2692
HBC Financial Services
Washington
$84K – – –
HDIM
2693
Hanson & Doremus Investment Management
Vermont
$84K +$8.36K +287 +13%
CWM
2694
CarsonAllaria Wealth Management
Illinois
$80.9K -$29.1K -1,000 -29%
GA
2695
GoalVest Advisory
New York
$79.4K -$233 -8 -0.3%
WSC
2696
Wellington Shields & Co
New York
$77.4K – – –
ATC
2697
Advantage Trust Company
Kansas
$75.8K +$65.5K +2,250 New
NFA
2698
Northwest Financial Advisors
Virginia
$75.3K +$65.1K +2,236 New
GIS
2699
Grayhawk Investment Strategies
Alberta, Canada
$74K – – –
FMTCOCP
2700
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K +$22.5K +772 +56%
106 107
108
109 110