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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2876
Condor Capital Management
New Jersey
$257K +$228K +5,422 New
DTC
2877
Davidson Trust Company
Washington
$256K -$20.7K -493 -8%
JSC
2878
Jackson Square Capital
California
$255K +$227K +5,399 New
LI
2879
Latash Investments
Alaska
$255K -$2.29M -54,500 -91%
CFSG
2880
Clark Financial Services Group
Missouri
$255K +$673 +16 +0.3%
USWIA
2881
UP Strategic Wealth Investment Advisors
Pennsylvania
$254K -$43K -1,023 -16%
WTA
2882
Washington Trust Advisors
Massachusetts
$254K +$14K +333 +7%
AIM
2883
Allen Investment Management
New York
$254K -$15.2K -362 -6%
IGGA
2884
Iron Gate Global Advisors
Utah
$254K +$226K +5,361 New
MF
2885
Meridian Financial
Massachusetts
$253K +$84 +2 +0%
JHP
2886
James Hambro & Partners
United Kingdom
$253K – – –
NIM
2887
Nexus Investment Management
Ontario, Canada
$253K – – –
CBT
2888
Central Bank & Trust
Kentucky
$253K – – –
S
2889
Steadtrust
Texas
$252K +$224K +5,335 New
VBFG
2890
Vishria Bird Financial Group
Tennessee
$251K – – –
RFG
2891
RFP Financial Group
Georgia
$251K – – –
WSFG
2892
Wall Street Financial Group
Illinois
$250K +$222K +5,285 New
ONST
2893
Old North State Trust
North Carolina
$250K +$222K +5,279 New
CF
2894
Convergence Financial
Missouri
$249K -$17.2K -409 -7%
MSG
2895
Main Street Group
Virginia
$249K – – –
B
2896
Barings
North Carolina
$249K +$3.58K +85 +2%
HTIM
2897
Harbour Trust & Investment Management
Indiana
$249K +$221K +5,262 New
TCM
2898
Traub Capital Management
Massachusetts
$249K +$221K +5,259 New
CPWM
2899
Cypress Point Wealth Management
Texas
$249K +$221K +5,253 New
BWP
2900
BlueStem Wealth Partners
Minnesota
$248K +$221K +5,247 New
114 115
116
117 118