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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Searle & Co
Connecticut
$8.13M – – –
OCAM
702
Onex Canada Asset Management
Ontario, Canada
$8.12M -$880K -20,010 -10%
FNT
703
First National Trust
Pennsylvania
$8.05M -$87K -1,978 -1%
LFM
704
LGT Fund Management
Liechtenstein
$8.05M +$681K +15,479 +9%
SAM
705
Socorro Asset Management
Texas
$8M – – –
TI
706
tru Independence
Oregon
$8M -$646K -14,681 -7%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$7.98M -$463K -10,528 -5%
TSW
708
Thompson Siegel & Walmsley
Virginia
$7.95M -$4.3M -97,813 -35%
FFM
709
Fisher Funds Management
New Zealand
$7.94M +$7.96M +180,815 New
RWM
710
Ritholtz Wealth Management
New York
$7.93M +$280K +6,357 +4%
BRWA
711
B. Riley Wealth Advisors
Florida
$7.93M -$931K -21,150 -10%
VFM
712
Viking Fund Management
North Dakota
$7.91M – – –
SMA
713
Sage Mountain Advisors
Georgia
$7.91M -$3.76M -85,382 -32%
SLI
714
Sumitomo Life Insurance
Japan
$7.88M +$711K +16,159 +10%
RDWM
715
Red Door Wealth Management
Tennessee
$7.83M +$475K +10,800 +6%
ECM
716
Everence Capital Management
Indiana
$7.82M -$1.17M -26,490 -13%
NIP
717
Nicholas Investment Partners
California
$7.79M – – –
SC
718
Stolper & Co
Oklahoma
$7.78M +$20.1K +458 +0.3%
BG
719
Bollard Group
Massachusetts
$7.75M -$1.88M -42,679 -19%
IB
720
Intrust Bank
Kansas
$7.61M +$139K +3,170 +2%
BWP
721
Baldwin Wealth Partners
Massachusetts
$7.59M -$17.8K -405 -0.2%
BIG
722
Boothe Investment Group
Delaware
$7.57M +$29.2K +663 +0.4%
PIM
723
Plato Investment Management
Australia
$7.57M +$101K +2,306 +1%
HIP
724
HUB Investment Partners
Texas
$7.56M +$77.8K +1,769 +1%
UAM
725
Unison Asset Management
Florida
$7.51M +$187K +4,241 +3%
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