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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
651
Generate Investment Management
New Zealand
$8.06M -$3.24M -80,961 -29%
PM
652
Phraction Management
Connecticut
$8.04M – – –
ASN
653
Advisory Services Network
Georgia
$8.03M – – –
CIG
654
Consolidated Investment Group
Colorado
$8.02M – – –
FFA
655
Farther Finance Advisors
California
$8.01M +$5.66M +141,345 +234%
BRWA
656
B. Riley Wealth Advisors
Florida
$7.96M -$1.07M -26,645 -12%
BIP
657
Blue Investment Partners
California
$7.96M – – –
KRSITF
658
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.93M -$784K -19,573 -9%
FAB
659
First American Bank
Illinois
$7.9M +$94.8K +2,366 +1%
BDA
660
Borer Denton & Associates
Pennsylvania
$7.88M -$285K -7,100 -3%
PCIA
661
Prime Capital Investment Advisors
Kansas
$7.85M +$1.07M +26,746 +16%
IIM
662
Intact Investment Management
Quebec, Canada
$7.84M +$593K +14,800 +8%
AWM
663
Axxcess Wealth Management
California
$7.81M +$577K +14,407 +8%
TI
664
tru Independence
Oregon
$7.81M -$302K -7,525 -4%
BCM
665
Brookstone Capital Management
Illinois
$7.8M +$10.5K +262 +0.1%
SC
666
Sierra Capital
Florida
$7.79M – – –
GIP
667
Greatmark Investment Partners
Georgia
$7.76M -$346K -8,640 -4%
BMM
668
Buffington Mohr McNeal
Idaho
$7.75M +$186K +4,633 +2%
VFA
669
Valeo Financial Advisors
Indiana
$7.69M +$50.7K +1,265 +0.6%
TMAM
670
Tokio Marine Asset Management
Japan
$7.68M +$471K +11,757 +6%
HAI
671
Hennessy Advisors Inc
California
$7.67M -$40.1K -1,000 -0.5%
QI
672
QV Investors
Alberta, Canada
$7.67M -$3.64M -90,760 -32%
PWM
673
Perigon Wealth Management
California
$7.64M +$127K +3,158 +2%
PBC
674
Pavion Blue Capital
California
$7.64M -$92.9K -2,318 -1%
BCCM
675
Bridge Creek Capital Management
Massachusetts
$7.63M -$104K -2,585 -1%
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