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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
876
PB Investment Partners
California
$6.42M – – –
AF
877
Alerus Financial
North Dakota
$6.41M +$975K +18,329 +19%
HRC
878
Hoertkorn Richard Charles
$6.38M -$74.5K -1,400 -1%
HI
879
Hoey Investments
Pennsylvania
$6.36M -$852K -16,024 -13%
CT
880
Chicago Trust
Illinois
$6.36M +$84.6K +1,590 +1%
CAIM
881
Catherine Avery Investment Management
Florida
$6.36M -$156K -2,925 -3%
HPG
882
Harvest Portfolios Group
Ontario, Canada
$6.35M -$1.1M -20,709 -16%
ACM
883
Altrius Capital Management
North Carolina
$6.35M +$89.8K +1,688 +2%
PA
884
Parallel Advisors
California
$6.32M -$225K -4,225 -4%
IPW
885
Inlet Private Wealth
Florida
$6.32M -$425K -8,000 -7%
TG
886
TCW Group
California
$6.3M +$78.3K +1,472 +1%
BAM
887
BOCHK Asset Management
Hong Kong
$6.3M +$2.42M +45,500 +70%
FB
888
Fulton Bank
Pennsylvania
$6.28M +$42.3K +795 +0.7%
OLA
889
Oliver Luxxe Assets
New Jersey
$6.26M -$110K -2,072 -2%
EFG
890
Embree Financial Group
Illinois
$6.25M +$101K +1,891 +2%
LFM
891
LGT Fund Management
Liechtenstein
$6.22M -$3.97M -74,592 -41%
KWA
892
Kingswood Wealth Advisors
California
$6.21M +$94.1K +1,770 +2%
VCA
893
Verdence Capital Advisors
Maryland
$6.19M -$223K -4,197 -4%
FG
894
Fiduciary Group
Georgia
$6.19M -$19.1K -360 -0.3%
ICA
895
Infrastructure Capital Advisors
New York
$6.19M +$5.77M +108,548 New
SAM
896
Smartleaf Asset Management
Massachusetts
$6.18M – – –
VCM
897
Vision Capital Management
Oregon
$6.18M -$862K -16,213 -13%
LIM
898
Letson Investment Management
Georgia
$6.15M -$31.4K -590 -0.5%
HCA
899
Harbor Capital Advisors
Illinois
$6.14M +$49K +922 +0.9%
MM
900
Morangie Management
Florida
$6.14M -$41.4K -779 -0.7%
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