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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
801
Algert Global
California
$8.23M +$1.04M +19,669 +15%
UCMOK
802
United Capital Management of KS
Kansas
$8.22M -$140K -2,657 -2%
UF
803
Univest Financial
Pennsylvania
$8.21M -$42.1K -797 -0.5%
GVAG
804
Great Valley Advisor Group
Delaware
$8.2M +$427K +8,075 +6%
MOS
805
MGO One Seven
Ohio
$8.19M +$651K +12,312 +9%
SSWM
806
Smith Salley Wealth Management
North Carolina
$8.17M +$375K +7,088 +5%
SCA
807
Stieven Capital Advisors
Missouri
$8.16M -$15.9K -300 -0.2%
NIM
808
Northeast Investment Management
Massachusetts
$8.09M -$148K -2,803 -2%
SIM
809
Seaview Investment Managers
Florida
$8.08M -$427K -8,086 -5%
IWA
810
Icon Wealth Advisors
Texas
$8.04M +$687 +13 +0%
HIC
811
Harbor Island Capital
Massachusetts
$8.03M – – –
BWP
812
Baldwin Wealth Partners
Massachusetts
$8.02M +$106K +2,000 +1%
CBB
813
Citizens Business Bank
California
$7.99M +$371K +7,013 +5%
LA
814
LBP AM
France
$7.93M -$11M -207,501 -59%
LA
815
Lynch & Associates
Indiana
$7.91M -$20.9K -395 -0.3%
HAI
816
Hennessy Advisors Inc
California
$7.9M -$375K -7,100 -5%
AC
817
AlphaCore Capital
California
$7.89M +$1.67M +31,500 +28%
GT
818
Greenleaf Trust
Michigan
$7.89M -$40.9K -773 -0.5%
PJWM
819
Philip James Wealth Mangement
Georgia
$7.88M -$248K -4,700 -3%
BG
820
BDF Gestion
France
$7.87M -$2.35M -44,532 -24%
CSP
821
Cary Street Partners
Virginia
$7.86M +$60.3K +1,141 +0.8%
BAM
822
Boyar Asset Management
New York
$7.84M -$365K -6,912 -5%
MA
823
Montag & Associates
Georgia
$7.83M +$311K +5,881 +4%
SP
824
Saranac Partners
$7.81M +$7.5M +141,810 New
AWCI
825
Alpine Woods Capital Investors
New York
$7.8M +$80.1K +1,516 +1%
31 32
33
34 35