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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
801
Montag & Associates
Georgia
$7.04M +$4.44K +91 +0.1%
GI
802
GAMMA Investing
California
$7.02M +$661K +13,548 +11%
RIL
803
Rothschild Investment LLC
Illinois
$6.96M +$42.5K +871 +0.7%
TSW
804
Thompson Siegel & Walmsley
Virginia
$6.95M -$30K -614 -0.5%
IPW
805
Inlet Private Wealth
Florida
$6.94M +$26.1K +536 +0.4%
NP
806
NorthRock Partners
Minnesota
$6.85M +$1.02M +20,852 +19%
HI
807
Hoey Investments
Pennsylvania
$6.81M -$110K -2,264 -2%
MPIM
808
McGinn Penninger Investment Management
Virginia
$6.81M -$59.8K -1,225 -0.9%
APSI
809
Asset Planning Services Inc
Louisiana
$6.8M +$206K +4,225 +3%
PGAM
810
Princeton Global Asset Management
New Jersey
$6.8M +$1.84M +37,745 +40%
CCM
811
Coldstream Capital Management
Washington
$6.79M +$131K +2,684 +2%
HCP
812
Hardin Capital Partners
South Carolina
$6.79M -$409K -8,393 -6%
MWM
813
Mission Wealth Management
California
$6.76M -$1.09M -22,393 -15%
TFS
814
Thoroughbred Financial Services
Tennessee
$6.76M +$262K +5,372 +4%
PAG
815
Private Advisory Group
Washington
$6.74M -$771K -15,804 -11%
SCP
816
Stamos Capital Partners
California
$6.72M -$1.39M -28,524 -18%
AG
817
Algert Global
California
$6.71M -$49 -1 -0%
SAM
818
Shikiar Asset Management
New York
$6.67M -$182K -3,740 -3%
BJL
819
Brighton Jones LLC
Washington
$6.66M +$717K +14,697 +13%
AG
820
Ascent Group
Virginia
$6.66M +$1.1M +22,531 +21%
HPG
821
Harvest Portfolios Group
Ontario, Canada
$6.65M -$169K -3,466 -3%
MLIC
822
Mandatum Life Insurance Company
Finland
$6.65M – – –
SA
823
Shilanski & Associates
Alaska
$6.62M +$233K +4,773 +4%
WPP
824
Whalerock Point Partners
Rhode Island
$6.58M -$136K -2,797 -2%
GCM
825
Gibraltar Capital Management
Oklahoma
$6.55M -$239K -4,891 -4%
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