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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
676
Integrated Advisors Network
Texas
$6.37M +$2.31M +79,476 +72%
FFN
677
Focus Financial Network
Minnesota
$6.34M +$3.91M +134,237 +249%
DWM
678
Dakota Wealth Management
Florida
$6.33M -$191K -6,567 -3%
BCI
679
Brinker Capital Investments
Pennsylvania
$6.32M -$226K -7,763 -4%
OPS
680
Orion Portfolio Solutions
Nebraska
$6.32M -$226K -7,763 -4%
IMCOOI
681
Investment Management Corp of Ontario (IMCO)
Canada
$6.22M +$5.38M +184,792 New
HCM
682
Huber Capital Management
California
$6.13M -$1.24M -42,449 -19%
HCM
683
Harvey Capital Management
Florida
$6.08M -$200K -6,875 -4%
GIM
684
Goelzer Investment Management
Indiana
$6.08M +$35.1K +1,207 +0.7%
AWAG
685
ARS Wealth Advisors Group
Florida
$6.07M -$883K -30,314 -14%
RWA
686
River Wealth Advisors
Pennsylvania
$6.05M +$31.4K +1,077 +0.6%
FI
687
FJ Investments
Utah
$6.05M +$5.23M +179,596 New
RMC
688
Resources Management Corp
Connecticut
$6.01M -$94K -3,229 -2%
EWM
689
Evercore Wealth Management
New York
$5.99M -$268K -9,220 -5%
NIP
690
Nicholas Investment Partners
California
$5.97M +$5.16M +177,313 New
SVCP
691
Silicon Valley Capital Partners
California
$5.97M -$278K -9,536 -5%
AI
692
Ariel Investments
Illinois
$5.96M +$590K +20,273 +13%
CG
693
Cutler Group
California
$5.93M -$864K -29,669 -14%
WA
694
Watchtower Advisors
Connecticut
$5.91M +$5.11M +175,500 New
BWP
695
Baldwin Wealth Partners
Massachusetts
$5.9M -$39.3K -1,350 -0.8%
CWM
696
Congress Wealth Management
Massachusetts
$5.89M +$420K +14,412 +9%
SC
697
Stolper & Co
Oklahoma
$5.88M +$20.5K +704 +0.4%
FA
698
Fagan Associates
New York
$5.86M -$5.82K -200 -0.1%
LDB
699
Lee, Danner & Bass
Tennessee
$5.86M -$233K -7,998 -4%
FC
700
Fusion Capital
South Carolina
$5.83M +$168K +5,771 +3%
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