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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
701
RPg Family Wealth Advisory
Massachusetts
$4.98M +$25.9K +776 +0.5%
SCA
702
Snowden Capital Advisors
New York
$4.94M +$175K +5,236 +3%
HCM
703
Harvey Capital Management
Florida
$4.94M +$1.27M +38,010 +30%
DLCIG
704
D.L. Carlson Investment Group
New Hampshire
$4.93M -$77.5K -2,317 -1%
VFA
705
Valeo Financial Advisors
Indiana
$4.92M +$216K +6,470 +4%
BWP
706
Baldwin Wealth Partners
Massachusetts
$4.92M -$98.7K -2,952 -2%
PFS
707
Prospera Financial Services
Texas
$4.9M +$441K +13,200 +9%
IPW
708
Inlet Private Wealth
Florida
$4.89M +$51.6K +1,544 +1%
MYLI
709
Meiji Yasuda Life Insurance
Japan
$4.88M +$568K +16,999 +12%
ASN
710
Advisory Services Network
Georgia
$4.87M +$128K +3,818 +2%
CDH
711
Charles D. Hyman
$4.85M -$160K -4,793 -3%
BCCM
712
Bridge Creek Capital Management
Massachusetts
$4.83M +$197K +5,897 +4%
LPT
713
Legacy Private Trust
Wisconsin
$4.82M -$319K -9,537 -6%
KCM
714
Kempner Capital Management
Texas
$4.8M – – –
HWM
715
HB Wealth Management
Georgia
$4.8M -$396K -11,852 -7%
VCM
716
Viewpoint Capital Management
Washington
$4.79M -$101K -3,018 -2%
SCM
717
SOL Capital Management
Maryland
$4.79M – – –
UAM
718
Unison Asset Management
Florida
$4.79M +$585K +17,509 +12%
SBH
719
Segall Bryant & Hamill
Illinois
$4.75M +$562K +16,825 +12%
AC
720
Asio Capital
Kentucky
$4.75M +$96.5K +2,886 +2%
LDB
721
Lee, Danner & Bass
Tennessee
$4.71M +$169K +5,070 +3%
LCOV
722
London Company of Virginia
Virginia
$4.71M – – –
JCM
723
Jacobi Capital Management
Pennsylvania
$4.69M +$63.4K +1,896 +1%
AMAL
724
Asset Management Advisors LLC
Oklahoma
$4.67M +$1.23M +36,765 +31%
VIA
725
Vident Investment Advisory
Georgia
$4.67M +$2.32M +69,286 +66%
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