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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
Mitchell Capital Management
Kansas
$5M +$2.53M +62,722 +114%
CIP
802
Capital Insight Partners
Arizona
$4.99M +$65.7K +1,632 +1%
JIP
803
Jaffetilchin Investment Partners
Florida
$4.99M +$495K +12,298 +12%
PWP
804
Principle Wealth Partners
Connecticut
$4.95M -$12.5K -310 -0.3%
GIA
805
GHP Investment Advisors
Colorado
$4.95M +$115K +2,856 +3%
DAS
806
Dynamic Advisor Solutions
Arizona
$4.93M +$116K +2,890 +3%
OIM
807
Opus Investment Management
Massachusetts
$4.93M +$1.07M +26,500 +30%
MYLI
808
Meiji Yasuda Life Insurance
Japan
$4.9M -$81.6K -2,026 -2%
CA
809
Clearstead Advisors
Ohio
$4.88M -$110K -2,741 -2%
BS
810
Boenning & Scattergood
Pennsylvania
$4.86M -$31.3K -777 -0.7%
JIC
811
Joel Isaacson & Co
New York
$4.85M -$78.7K -1,953 -2%
VWM
812
Valley Wealth Managers
New Jersey
$4.85M -$3.26K -81 -0.1%
VI
813
Vestcor Inc
New Brunswick, Canada
$4.83M -$672K -16,692 -13%
HB
814
Homrich & Berg
Georgia
$4.82M +$629K +15,617 +16%
SAM
815
Sompo Asset Management
Japan
$4.78M -$972K -24,140 -18%
FTDI
816
First Trust Direct Indexing
Massachusetts
$4.78M +$255K +6,339 +6%
BSW
817
Buckingham Strategic Wealth
Missouri
$4.77M -$7.61K -189 -0.2%
BCFD
818
Boit C.F. David
$4.72M +$254K +6,309 +6%
KFC
819
Klingenstein Fields & Co
New York
$4.71M +$119K +2,942 +3%
NCM
820
Neumann Capital Management
California
$4.71M -$52.4K -1,300 -1%
HCM
821
Hodges Capital Management
Texas
$4.71M +$454K +11,278 +11%
LDB
822
Lee, Danner & Bass
Tennessee
$4.7M +$303K +7,525 +7%
PVH
823
Psagot Value Holdings
Israel
$4.7M -$26.8M -664,489 -86%
JWBC
824
J.W. Burns & Co
New York
$4.68M +$125K +3,105 +3%
JSMC
825
Jess S. Morgan & Co
California
$4.68M +$215K +5,325 +5%
31 32
33
34 35