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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
576
Icon Wealth Partners
Texas
$9.7M +$2.32M +56,502 +32%
HW
577
Hancock Whitney
Mississippi
$9.7M -$1.16M -28,371 -11%
V
578
Veritable
Delaware
$9.67M +$95.8K +2,337 +1%
BAMF
579
BI Asset Management Fondsmaeglerselskab
Denmark
$9.66M -$1.87M -45,712 -16%
ATC
580
Argent Trust Co
Tennessee
$9.64M +$63.9K +1,559 +0.7%
AF
581
Alerus Financial
North Dakota
$9.6M -$137K -3,343 -1%
BCV
582
Banque Cantonale Vaudoise
Switzerland
$9.55M +$1.22M +29,750 +15%
RSWM
583
Robertson Stephens Wealth Management
California
$9.53M -$344K -8,380 -3%
AI
584
Atria Investments
North Carolina
$9.53M +$933K +22,751 +11%
RJT
585
Raymond James Trust
Florida
$9.51M -$169K -4,119 -2%
BC
586
Brookfield Corp
Ontario, Canada
$9.51M +$1.85M +45,079 +24%
BFS
587
Bard Financial Services
Connecticut
$9.48M +$192K +4,675 +2%
GP
588
Girard Partners
Pennsylvania
$9.48M -$2.29M -55,980 -20%
NB
589
Norinchukin Bank
Japan
$9.47M -$194K -4,734 -2%
PFPT
590
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.45M +$232K +5,667 +3%
PWA
591
Pinnacle Wealth Advisors
Tennessee
$9.45M +$9.4M +229,287 New
WAM
592
World Asset Management
Michigan
$9.4M -$478K -11,657 -5%
AIP
593
Ameritas Investment Partners
Nebraska
$9.28M -$131K -3,186 -1%
FA
594
Fagan Associates
New York
$9.27M +$3.07M +74,845 +43%
SCM
595
Salem Capital Management
Massachusetts
$9.21M -$135K -3,283 -1%
B
596
Bailard
California
$9.2M +$281K +6,867 +3%
EAM
597
Eagle Asset Management
Florida
$9.18M -$7.17K -175 -0.1%
ACM
598
Ategra Capital Management
Virginia
$9.14M -$2.64M -64,300 -22%
BCM
599
Barometer Capital Management
Ontario, Canada
$9.06M -$1.2M -29,382 -12%
IIM
600
Intact Investment Management
Quebec, Canada
$9M -$582K -14,200 -6%
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