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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
801
Courier Capital
New York
$4.1M -$91.6K -2,544 -2%
NPT
802
Nixon Peabody Trust
Massachusetts
$4.08M -$345K -9,588 -7%
TFS
803
Thoroughbred Financial Services
Tennessee
$4.06M +$45.2K +1,255 +1%
AF
804
Arrow Financial
New York
$4.06M +$52.4K +1,454 +1%
CP
805
Cumberland Partners
Ontario, Canada
$4.06M -$2.58M -71,585 -35%
MPIM
806
McGinn Penninger Investment Management
Virginia
$4.05M +$32.4K +900 +0.7%
LWM
807
Lyell Wealth Management
California
$4.04M -$8.28K -230 -0.2%
DT
808
Diversified Trust
Tennessee
$4.03M +$37.6K +1,043 +0.8%
WT
809
Whittier Trust
California
$4.02M +$87.2K +2,422 +2%
MIA
810
MainStreet Investment Advisors
Illinois
$4.01M -$193K -5,365 -4%
BTI
811
Blue Trust Inc
Georgia
$4.01M +$3.51M +97,379 New
LNC
812
Lincoln National Corp
Pennsylvania
$4M -$381K -10,591 -8%
HIC
813
Harbor Island Capital
Massachusetts
$4M – – –
DA
814
DCM Advisors
New York
$3.98M -$1.34M -37,353 -23%
RIM
815
Reliant Investment Management
Tennessee
$3.97M +$49.1K +1,365 +1%
SFM
816
Signet Financial Management
New Jersey
$3.96M +$115K +3,181 +3%
SCM
817
Saber Capital Management
North Carolina
$3.96M +$4.58M +127,251 New
AWM
818
Avior Wealth Management
Nebraska
$3.95M +$16.3K +452 +0.4%
MCM
819
Mitchell Capital Management
Kansas
$3.94M +$115K +3,207 +3%
CCFP
820
Charles Carroll Financial Partners
Massachusetts
$3.93M -$3.6K -100 -0.1%
PWP
821
Pursue Wealth Partners
California
$3.93M -$868K -24,113 -16%
CIP
822
Capital Insight Partners
Arizona
$3.93M +$32.6K +906 +0.7%
CT
823
Coastline Trust
Rhode Island
$3.92M +$1.4M +38,859 +45%
AUB
824
Atlantic Union Bankshares
Virginia
$3.92M +$16.7K +464 +0.4%
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$3.91M +$13.8K +382 +0.3%
31 32
33
34 35