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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Shell Asset Management
Netherlands
$4.71M -$1.19M -41,719 -20%
GT
727
Greenleaf Trust
Michigan
$4.68M -$363K -12,720 -7%
HPG
728
Harvest Portfolios Group
Ontario, Canada
$4.68M -$14.3M -501,351 -75%
OIA
729
OneDigital Investment Advisors
Kansas
$4.67M +$788K +27,626 +20%
EF
730
Empowered Funds
Pennsylvania
$4.66M +$481K +16,871 +12%
EST
731
EA Series Trust
Pennsylvania
$4.66M +$4.64M +162,563 New
UWM
732
Udine Wealth Management
Florida
$4.65M +$1.16M +40,734 +34%
CWM
733
Congress Wealth Management
Massachusetts
$4.63M +$101K +3,540 +2%
AIMCA
734
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.62M – – –
BFM
735
Boston Financial Management
Massachusetts
$4.62M +$66.9K +2,343 +1%
IPW
736
Inlet Private Wealth
Florida
$4.59M +$82.8K +2,900 +2%
PA
737
Procyon Advisors
Connecticut
$4.59M +$2.09M +73,269 +84%
PFO
738
Pathstone Family Office
New Jersey
$4.57M -$610K -21,384 -11%
VCM
739
Viewpoint Capital Management
Washington
$4.56M +$64.2K +2,250 +1%
SCM
740
SOL Capital Management
Maryland
$4.56M +$9.27K +325 +0.2%
LFAS
741
Level Four Advisory Services
Texas
$4.55M +$2.21M +77,313 +95%
FHB
742
First Hawaiian Bank
Hawaii
$4.54M -$429K -15,023 -9%
KCM
743
Kempner Capital Management
Texas
$4.54M – – –
CCM
744
Check Capital Management
California
$4.53M +$126K +4,429 +3%
LNC
745
Lincoln National Corp
Pennsylvania
$4.53M +$436K +15,277 +11%
SFG
746
SevenBridge Financial Group
Pennsylvania
$4.49M -$42.9K -1,503 -1%
IWP
747
Icon Wealth Partners
Texas
$4.46M -$101K -3,526 -2%
LM
748
Lincluden Management
Ontario, Canada
$4.43M +$253K +8,850 +6%
PCIA
749
Prime Capital Investment Advisors
Kansas
$4.41M +$524K +18,350 +14%
FC
750
Fusion Capital
South Carolina
$4.41M +$111K +3,897 +3%
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