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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Caprock Group
Idaho
$7.82M +$3.95M +102,994 +110%
USAA
652
United Services Automobile Association
Texas
$7.81M -$295K -7,695 -4%
SC
653
Sierra Capital
Florida
$7.8M -$174K -4,550 -2%
TNBTD
654
Trustmark National Bank Trust Department
Mississippi
$7.78M -$66.2K -1,727 -0.9%
BCCM
655
Bridge Creek Capital Management
Massachusetts
$7.75M -$89.1K -2,325 -1%
PBC
656
Pavion Blue Capital
California
$7.75M -$47.6K -1,243 -0.6%
HAI
657
Hennessy Advisors Inc
California
$7.73M -$391K -10,200 -5%
O
658
Ossiam
France
$7.71M -$13.8M -359,244 -65%
VDBMI
659
Van Den Berg Management I
Texas
$7.69M -$73.9K -1,929 -1%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$7.65M -$56.3K -1,469 -0.8%
VFA
661
Valeo Financial Advisors
Indiana
$7.65M +$1.31M +34,181 +18%
BMM
662
Buffington Mohr McNeal
Idaho
$7.58M +$781K +20,389 +12%
ECM
663
Everence Capital Management
Indiana
$7.57M – – –
RWM
664
Ritholtz Wealth Management
New York
$7.57M +$914K +23,849 +14%
DWM
665
Dakota Wealth Management
Florida
$7.54M -$22.1K -576 -0.3%
PWM
666
Perigon Wealth Management
California
$7.53M +$110K +2,874 +2%
DA
667
DCM Advisors
New York
$7.48M -$1.14M -29,768 -14%
FAM
668
Fred Alger Management
New York
$7.44M +$328K +8,570 +5%
FTDI
669
First Trust Direct Indexing
Massachusetts
$7.44M +$1.23M +32,115 +21%
RWA
670
River Wealth Advisors
Pennsylvania
$7.42M +$122K +3,175 +2%
ECG
671
Edge Capital Group
Georgia
$7.42M +$900K +23,481 +14%
FNT
672
First National Trust
Pennsylvania
$7.35M -$174K -4,548 -2%
USCWA
673
U.S. Capital Wealth Advisors
Texas
$7.33M -$1.38M -35,953 -16%
FA
674
Fagan Associates
New York
$7.29M +$101K +2,644 +1%
IIM
675
Intact Investment Management
Quebec, Canada
$7.27M -$6.63M -173,000 -49%
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