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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$4.38M +$1.07M +37,641 +33%
AC
752
Aldebaran Capital
Indiana
$4.37M -$14K -490 -0.3%
AAF
753
Andra AP-fonden
Sweden
$4.36M +$890K +31,200 +26%
BA
754
Baugh & Associates
Georgia
$4.36M +$210K +7,345 +5%
TCOV
755
Trust Company of Vermont
Vermont
$4.32M -$53.4K -1,871 -1%
AA
756
Altrafin AG
$4.31M -$9.42K -330 -0.2%
SW
757
SVB Wealth
Massachusetts
$4.31M -$723K -25,332 -14%
RA
758
Raffles Associates
New York
$4.3M +$4.28M +150,000 New
LA
759
Lynch & Associates
Indiana
$4.3M +$226K +7,934 +6%
RBA
760
Richard Bernstein Advisors
New York
$4.26M – – –
IHL
761
Investment House LLC
California
$4.26M +$1.71M +59,893 +68%
WJWM
762
Williams Jones Wealth Management
New York
$4.25M -$592K -20,744 -12%
CC
763
Courier Capital
New York
$4.25M +$542K +18,983 +15%
SCA
764
Snowden Capital Advisors
New York
$4.23M -$339K -11,870 -7%
SC
765
Skylands Capital
Wisconsin
$4.23M +$251K +8,800 +6%
SFM
766
Signet Financial Management
New Jersey
$4.23M +$181K +6,357 +5%
FAM
767
Fred Alger Management
New York
$4.21M – – –
HW
768
Hancock Whitney
Mississippi
$4.21M -$73.1K -2,562 -2%
BTWM
769
Baker Tilly Wealth Management
Wisconsin
$4.2M +$790K +27,678 +23%
AI
770
Ariel Investments
Illinois
$4.17M +$682K +23,917 +20%
MPIM
771
McGinn Penninger Investment Management
Virginia
$4.17M +$49.1K +1,720 +1%
CT
772
Chicago Trust
Illinois
$4.12M -$211K -7,401 -5%
BC
773
Belmont Capital
California
$4.11M +$143 +5 +0%
RC
774
Roundview Capital
New Jersey
$4.07M -$149K -5,239 -4%
HIC
775
Harbor Island Capital
Massachusetts
$4.05M -$286K -10,010 -7%
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