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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
776
Segall Bryant & Hamill
Illinois
$3.08M +$52K +2,088 +2%
SFM
777
Signet Financial Management
New Jersey
$3.08M -$217K -8,728 -6%
PWP
778
Private Wealth Partners
California
$3.08M -$1.09M -43,935 -26%
ECA
779
Endeavour Capital Advisors
Connecticut
$3.08M +$3.18M +127,678 New
CI
780
Conning Inc
Connecticut
$3.07M -$2.46K -99 -0.1%
HIC
781
Harbor Island Capital
Massachusetts
$3.06M – – –
GT
782
Greenleaf Trust
Michigan
$3.04M +$189K +7,582 +6%
AFM
783
Abbot Financial Management
Massachusetts
$3.02M -$5.83K -234 -0.2%
OWIM
784
Old West Investment Management
California
$3.01M +$1.11M +44,570 +55%
RWA
785
River Wealth Advisors
Pennsylvania
$3.01M +$126K +5,070 +4%
JAFL
786
Jay A. Fishman Ltd
Michigan
$2.98M -$1.04M -41,700 -25%
CT
787
Chicago Trust
Illinois
$2.98M +$400K +16,048 +15%
MCM
788
Mengis Capital Management
Oregon
$2.98M -$47.9K -1,923 -2%
MCM
789
Murphy Capital Management
New Jersey
$2.98M -$15.8K -634 -0.5%
LCS
790
Levin Capital Strategies
New York
$2.97M +$63.2K +2,537 +2%
BCI
791
Brinker Capital Investments
Pennsylvania
$2.95M +$1.48M +59,535 +95%
BO
792
Bank OZK
Arkansas
$2.95M +$95.8K +3,849 +3%
FMWA
793
Forvis Mazars Wealth Advisors
Missouri
$2.95M +$174K +6,975 +6%
MIM
794
Marco Investment Management
Georgia
$2.92M +$349 +14 +0%
NPT
795
Nixon Peabody Trust
Massachusetts
$2.9M +$149K +5,980 +5%
WBG
796
Wharton Business Group
Pennsylvania
$2.89M +$1.37M +54,951 +84%
BAAM
797
Baker Avenue Asset Management
California
$2.89M +$321K +12,879 +12%
EWA
798
EP Wealth Advisors
California
$2.89M -$222K -8,930 -7%
GWM
799
Graybill Wealth Management
Illinois
$2.88M +$12.8K +515 +0.4%
LNC
800
Lincoln National Corp
Pennsylvania
$2.88M +$7.97K +320 +0.3%
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