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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
851
Beaumont Financial Advisors
Massachusetts
$3.87M +$124K +3,826 +4%
IWC
852
Integrated Wealth Concepts
Massachusetts
$3.87M +$403K +12,463 +13%
CT
853
Caldwell Trust
Florida
$3.87M +$3.55M +109,900 New
BWCS
854
Beirne Wealth Consulting Services
Connecticut
$3.87M +$55.1K +1,705 +2%
JIC
855
Joel Isaacson & Co
New York
$3.86M +$549 +17 +0%
HIA
856
Harbor Investment Advisory
Maryland
$3.86M +$3.54M +109,517 New
BIM
857
Bridges Investment Management
Nebraska
$3.85M -$1.61M -49,680 -31%
CA
858
Continental Advisors
Utah
$3.85M -$986K -30,500 -22%
NP
859
Ninepoint Partners
Ontario, Canada
$3.85M -$7.18M -222,036 -67%
OI
860
Oakbrook Investments
Illinois
$3.85M -$4.19M -129,761 -54%
DA
861
Duality Advisers
Florida
$3.83M -$5.19M -160,495 -60%
PC
862
Pecaut & Co
Iowa
$3.83M – – –
PTC
863
Private Trust Company
Ohio
$3.83M -$60.9K -1,883 -2%
FG
864
Fiduciary Group
Georgia
$3.83M -$637K -19,695 -15%
RIM
865
Reliant Investment Management
Tennessee
$3.82M +$23.4K +725 +0.7%
AUB
866
Atlantic Union Bankshares
Virginia
$3.79M -$30.3K -938 -0.9%
OA
867
Oxbow Advisors
Texas
$3.78M -$1.7M -52,456 -33%
SC
868
Sepio Capital
Utah
$3.77M -$1.08M -33,470 -24%
RWA
869
River Wealth Advisors
Pennsylvania
$3.77M +$62.2K +1,925 +2%
CT
870
Chicago Trust
Illinois
$3.76M -$30.7K -951 -0.9%
BS
871
Boenning & Scattergood
Pennsylvania
$3.75M +$134K +4,158 +4%
FMBTD
872
First Midwest Bank Trust Division
Illinois
$3.72M +$841K +26,009 +33%
SSG
873
Summit Securities Group
New York
$3.72M +$1.66M +51,400 +95%
SSI
874
Scott & Selber Inc
Texas
$3.68M -$889K -27,514 -21%
MC
875
MRJ Capital
New York
$3.65M -$58.2K -1,800 -2%
33 34
35
36 37