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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
751
Gladstone Institutional Advisory
Florida
$4.39M +$2.19M +65,403 +82%
AIM
752
Avity Investment Management
Connecticut
$4.38M -$426K -12,750 -8%
HCM
753
Huber Capital Management
California
$4.37M +$2.84K +85 +0.1%
FSCM
754
Front Street Capital Management
Montana
$4.35M +$3.22M +96,201 +202%
BTWM
755
Baker Tilly Wealth Management
Wisconsin
$4.34M -$557K -16,669 -10%
SFG
756
SevenBridge Financial Group
Pennsylvania
$4.34M -$10.2K -305 -0.2%
LWAC
757
Laurel Wealth Advisors (California)
California
$4.33M -$165K -4,934 -3%
SW
758
SteelPeak Wealth
California
$4.3M +$136K +4,080 +3%
GCM
759
GoodHaven Capital Management
New Jersey
$4.28M +$565K +16,900 +14%
RIM
760
Regent Investment Management
Kentucky
$4.28M +$940K +28,115 +25%
LA
761
Lynch & Associates
Indiana
$4.27M +$230K +6,878 +5%
SFG
762
Snider Financial Group
Washington
$4.27M +$247K +7,389 +6%
PP
763
Patten & Patten
Tennessee
$4.25M -$91.6K -2,739 -2%
CT
764
Coastline Trust
Rhode Island
$4.23M +$473K +14,141 +11%
UFG
765
United Fire Group
Iowa
$4.23M – – –
RC
766
Roundview Capital
New Jersey
$4.2M +$44.3K +1,326 +1%
CIC
767
Carnegie Investment Counsel
Ohio
$4.19M +$1.7M +50,987 +58%
MNBTD
768
Moody National Bank Trust Division
Texas
$4.18M +$134 +4 +0%
AI
769
Atom Investors
Texas
$4.17M +$790K +23,631 +21%
GWMIA
770
Global Wealth Management Investment Advisory
Florida
$4.16M +$202K +6,056 +5%
DAS
771
Dynamic Advisor Solutions
Arizona
$4.14M +$64.2K +1,919 +1%
BFM
772
Boothbay Fund Management
New York
$4.13M +$4M +119,546 +689%
CF
773
Cantor Fitzgerald
New York
$4.13M -$3.86M -115,520 -46%
BONST
774
Bank of Nova Scotia Trust
Ontario, Canada
$4.12M -$8.02K -240 -0.2%
BIMC
775
Benson Investment Management Company
Virginia
$4.12M -$70.2K -2,100 -2%
29 30
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