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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
601
Bard Financial Services
Connecticut
$9.54M +$56.4K +1,250 +0.5%
AIP
602
Ameritas Investment Partners
Nebraska
$9.54M -$170K -3,768 -2%
VIG
603
Vienna Insurance Group
Poland
$9.51M – – –
CM
604
Crestline Management
Texas
$9.48M -$44.4M -985,000 -81%
TCCM
605
Timber Creek Capital Management
Massachusetts
$9.38M -$504K -11,160 -5%
TIP
606
Torray Investment Partners
Maryland
$9.32M -$1.34M -29,663 -12%
SGI
607
Summit Global Investments
Utah
$9.23M +$5.25M +116,253 +108%
ICP
608
Ironvine Capital Partners
Nebraska
$9.2M -$2.94M -65,117 -23%
CFIA
609
Cantor Fitzgerald Investment Advisors
New York
$9.07M +$3.79M +84,077 +62%
IMRF
610
Illinois Municipal Retirement Fund
Illinois
$9.07M +$2.84M +62,919 +40%
VHAM
611
Van Hulzen Asset Management
California
$9.04M +$2.6M +57,730 +36%
RJT
612
Raymond James Trust
Florida
$9.04M +$161K +3,568 +2%
GC
613
Grimes & Company
Massachusetts
$9.01M +$952K +21,109 +11%
AAS
614
Avantax Advisory Services
Texas
$9M +$881K +19,517 +10%
FPCG
615
Fort Pitt Capital Group
Pennsylvania
$8.9M +$1.2M +26,543 +14%
WPA
616
Winning Points Advisors
Florida
$8.88M -$1.57M -34,862 -14%
HVIA
617
Hudson Valley Investment Advisors
New York
$8.87M +$902 +20 +0%
SCM
618
Shelton Capital Management
Colorado
$8.81M +$2.06M +45,766 +27%
XWM
619
Xcel Wealth Management
Florida
$8.79M +$1.37M +30,429 +17%
SCM
620
Salem Capital Management
Massachusetts
$8.77M -$414K -9,181 -4%
APA
621
Astoria Portfolio Advisors
New York
$8.73M +$8.75K +194 +0.1%
NIM
622
Northeast Investment Management
Massachusetts
$8.69M +$92.6K +2,053 +1%
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.66M -$6.23K -138 -0.1%
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.65M +$897K +19,874 +10%
SPC
625
Sigma Planning Corp
Michigan
$8.64M -$87.4K -1,938 -0.9%
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