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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
826
Prevail Innovative Wealth Advisors
Kansas
$7.46M +$6.96M +130,924 New
SPC
827
Sigma Planning Corp
Michigan
$7.44M +$881K +16,561 +15%
HCM
828
Hudson Capital Management
New Jersey
$7.38M +$37K +695 +0.5%
KWM
829
Kingsview Wealth Management
Oregon
$7.37M +$54.5K +1,024 +0.8%
MLIC
830
Mandatum Life Insurance Company
Finland
$7.35M – – –
PJWM
831
Philip James Wealth Mangement
Georgia
$7.32M -$253K -4,759 -4%
OCM
832
Osterweis Capital Management
California
$7.31M +$6.82M +128,256 New
YIH
833
Y-Intercept (HK)
Hong Kong
$7.23M -$1.71M -32,137 -20%
WIA
834
World Investment Advisors
California
$7.23M -$2.69M -50,487 -26%
HFS
835
Hantz Financial Services
Michigan
$7.22M +$417K +7,849 +7%
VCM
836
Viewpoint Capital Management
Washington
$7.21M -$1.83M -34,435 -21%
FNFDCM
837
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.21M -$8.51K -160 -0.1%
PCMH
838
Polymer Capital Management (HK)
Hong Kong
$7.2M +$6.72M +126,344 New
MC
839
Moors & Cabot
Massachusetts
$7.19M +$57.2K +1,075 +0.9%
BCM
840
Bretton Capital Management
California
$7.18M – – –
CAAS
841
Capital Asset Advisory Services
Michigan
$7.16M +$600K +11,281 +10%
AG
842
Ascent Group
Virginia
$7.15M -$101K -1,893 -1%
PWP
843
Principle Wealth Partners
Connecticut
$7.11M +$191K +3,588 +3%
GCM
844
Gibraltar Capital Management
Oklahoma
$7.11M +$42.3K +796 +0.6%
LCM
845
Lionhunter Capital Management
New York
$7.09M +$6.62M +124,502 New
WTC
846
WhitTier Trust Company
Nevada
$7.07M -$5.21K -98 -0.1%
SAM
847
Socorro Asset Management
Texas
$7.05M -$209K -3,923 -3%
MIM
848
Montgomery Investment Management
Maryland
$7.01M +$160 +3 +0%
MPIM
849
McGinn Penninger Investment Management
Virginia
$6.96M -$120K -2,250 -2%
TSW
850
Thompson Siegel & Walmsley
Virginia
$6.93M -$63.9K -1,202 -1%
32 33
34
35 36