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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
701
Berkshire Asset Management
Pennsylvania
$5.86M +$1.87M +57,867 +53%
KIG
702
Kessler Investment Group
Indiana
$5.86M -$46.2K -1,430 -0.9%
XWM
703
Xcel Wealth Management
Florida
$5.83M -$95.3K -2,949 -2%
AI
704
Atria Investments
North Carolina
$5.82M +$1.84M +56,966 +53%
HW
705
Hedeker Wealth
Illinois
$5.82M +$31.3K +970 +0.6%
SBIA
706
Sheaff Brock Investment Advisors
Indiana
$5.74M -$820K -25,388 -13%
CIM
707
Chapman Investment Management
California
$5.72M +$5.25M +162,391 New
FWM
708
Focused Wealth Management
New York
$5.71M +$158K +4,884 +3%
FBP
709
Flippin Bruce & Porter
Virginia
$5.71M -$737K -22,810 -12%
SCM
710
SkyTop Capital Management
New Jersey
$5.69M – – –
AF
711
Arrow Financial
New York
$5.67M +$194K +6,015 +4%
PWW
712
Pettyjohn Wood & White
Virginia
$5.66M -$66.2K -2,047 -1%
DA
713
DCF Advisers
Connecticut
$5.63M +$5.17M +160,000 New
WC
714
Woodstock Corp
Massachusetts
$5.63M -$12.6K -390 -0.2%
BHA
715
Beech Hill Advisors
New York
$5.62M +$16.2K +500 +0.3%
TW
716
Transform Wealth
Colorado
$5.61M +$289K +8,936 +6%
RIA
717
RPG Investment Advisory
California
$5.6M -$2.32M -71,855 -31%
CCM
718
Coldstream Capital Management
Washington
$5.59M -$176K -5,448 -3%
BCM
719
Bourgeon Capital Management
Connecticut
$5.56M -$49.2K -1,521 -1%
JAM
720
Jolley Asset Management
North Carolina
$5.56M -$398K -12,311 -7%
GCM
721
Gibraltar Capital Management
Oklahoma
$5.54M -$78.6K -2,432 -2%
CG
722
Cutler Group
California
$5.52M +$5.07M +156,818 New
LP
723
LMR Partners
United Kingdom
$5.5M +$5.05M +156,194 New
ANTB
724
AMG National Trust Bank
Colorado
$5.5M -$379K -11,732 -7%
BONST
725
Bank of Nova Scotia Trust
Ontario, Canada
$5.49M +$224K +6,928 +5%
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