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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
926
Hennessy Advisors Inc
California
$3.67M -$41K -1,000 -1%
FAM
927
Fulcrum Asset Management
United Kingdom
$3.65M – – –
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$3.64M -$243K -5,931 -6%
MPM
929
Meritage Portfolio Management
Kansas
$3.64M +$20K +489 +0.6%
BPM
930
Bowling Portfolio Management
Ohio
$3.64M +$153K +3,733 +4%
CIC
931
Carnegie Investment Counsel
Ohio
$3.63M +$72.5K +1,769 +2%
WCA
932
Windsor Creek Advisors
Vermont
$3.61M -$1.22M -29,836 -25%
AAI
933
American Assets Inc
California
$3.61M – – –
PC
934
Pecaut & Co
Iowa
$3.6M -$225K -5,500 -6%
SJIM
935
St. Johns Investment Management
Florida
$3.59M -$32.3K -789 -0.9%
1SB
936
1ST Source Bank
Indiana
$3.59M +$22.1K +539 +0.6%
HSA
937
HBK Sorce Advisory
Pennsylvania
$3.59M +$184K +4,481 +5%
TSWM
938
Triangle Securities Wealth Management
North Carolina
$3.59M -$21.4K -522 -0.6%
LCOV
939
London Company of Virginia
Virginia
$3.58M +$60.4K +1,473 +2%
SW
940
SteelPeak Wealth
California
$3.57M -$1.07M -26,027 -23%
NSEDCP
941
NJ State Employees Deferred Compensation Plan
New Jersey
$3.57M – – –
HWA
942
Heritage Wealth Advisors
Virginia
$3.57M -$461K -11,252 -12%
CG
943
Colony Group
Massachusetts
$3.56M +$1.07M +26,005 +43%
JWM
944
Jupiter Wealth Management
Colorado
$3.55M -$236K -5,766 -6%
PAMG
945
Patton Albertson Miller Group
Tennessee
$3.54M +$127K +3,095 +4%
TNA
946
True North Advisors
Texas
$3.54M – – –
CBOR
947
Community Bank of Raymore
Missouri
$3.5M -$44.4K -1,082 -1%
CGL
948
Clarius Group LLC
Washington
$3.5M +$27.9K +680 +0.8%
OLA
949
Oliver Luxxe Assets
New Jersey
$3.49M -$149K -3,643 -4%
LBC
950
Lawrence B. Cohen
$3.48M -$157K -3,839 -4%
36 37
38
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