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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
651
Consolidated Investment Group
Colorado
$5.53M – – –
NSIM
652
North Star Investment Management
Illinois
$5.52M +$2.75K +93 +0%
SC
653
Searle & Co
Connecticut
$5.51M – – –
KA
654
Kerrisdale Advisers
Florida
$5.5M -$750K -25,340 -11%
BIP
655
Blue Investment Partners
California
$5.49M – – –
VFM
656
Viking Fund Management
North Dakota
$5.48M – – –
PBC
657
Pavion Blue Capital
California
$5.41M -$1.77K -60 -0%
BIG
658
Boothe Investment Group
Delaware
$5.41M +$932K +31,505 +19%
AF
659
Allworth Financial
California
$5.4M +$141K +4,758 +2%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$5.38M -$343K -11,586 -6%
FHB
661
First Hawaiian Bank
Hawaii
$5.36M +$1.11M +37,630 +24%
VFA
662
Valeo Financial Advisors
Indiana
$5.35M -$290K -9,813 -5%
GLR
663
Great Lakes Retirement
Ohio
$5.33M +$414K +14,000 +8%
AUB
664
Atlantic Union Bankshares
Virginia
$5.33M +$344K +11,622 +6%
DWM
665
Dakota Wealth Management
Florida
$5.33M -$352K -11,887 -6%
RWM
666
Rench Wealth Management
Texas
$5.32M +$39.2K +1,326 +0.7%
WA
667
Waverly Advisors
Alabama
$5.31M -$2.97M -100,297 -34%
BCI
668
Brinker Capital Investments
Pennsylvania
$5.28M -$739K -24,966 -11%
OPS
669
Orion Portfolio Solutions
Nebraska
$5.28M -$739K -24,966 -11%
MIM
670
Montgomery Investment Management
Maryland
$5.27M -$41.4K -1,400 -0.7%
MGIA
671
Moneta Group Investment Advisors
Missouri
$5.26M +$4.17K +141 +0.1%
WBC
672
Westpac Banking Corp
Australia
$5.23M +$4.06M +137,203 +256%
ORAM
673
One River Asset Management
Connecticut
$5.19M +$4.27M +144,319 +327%
HCM
674
Harvey Capital Management
Florida
$5.14M -$283K -9,550 -5%
EWM
675
Evercore Wealth Management
New York
$5.12M -$176K -5,945 -3%
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