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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
976
M Holdings Securities
Oregon
$485K +$254K +16,365 +108%
AWS
977
Aris Wealth Services
Pennsylvania
$479K +$26.2K +1,686 +6%
BB
978
Busey Bank
Illinois
$478K -$3.46K -223 -0.7%
IC
979
InterOcean Capital
Illinois
$477K +$119K +7,654 +33%
WA
980
WESPAC Advisors
California
$475K -$36.3K -2,335 -7%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$474K -$103K -6,602 -18%
ISL
982
Ingalls & Snyder LLC
New York
$474K +$777 +50 +0.2%
CHC
983
City Holding Co
West Virginia
$474K +$55.9K +3,600 +13%
DGI
984
Disciplined Growth Investors
Minnesota
$470K +$475K +30,565 New
BC
985
Burney Company
Virginia
$463K +$54.8K +3,529 +13%
BCMU
986
BlueCrest Capital Management (UK)
Guernsey
$462K +$467K +30,075 New
OCM
987
Orleans Capital Management
Louisiana
$461K – – –
MSFP
988
Mark Sheptoff Financial Planning
Connecticut
$456K -$57.5K -3,699 -11%
BP
989
Ballentine Partners
Massachusetts
$454K -$14.3K -918 -3%
HW
990
Hancock Whitney
Mississippi
$453K -$120K -7,739 -21%
FMB
991
Field & Main Bank
Kentucky
$453K +$85.8K +5,525 +23%
BIM
992
Beach Investment Management
Pennsylvania
$444K +$449K +28,880 New
SIM
993
SSI Investment Management
California
$442K -$9.29K -598 -2%
RNS
994
Robert N. Shapiro
$440K -$24K -1,544 -5%
HH
995
Hilltop Holdings
Texas
$438K +$1.09K +70 +0.2%
CCC
996
Chelsea Counsel Company
California
$437K -$71.4K -4,600 -14%
BAC
997
Boys Arnold & Co
North Carolina
$437K -$14.9K -958 -3%
EWM
998
Empirical Wealth Management
Washington
$437K – – –
RIA
999
Regal Investment Advisors
Michigan
$436K -$26.5K -1,705 -6%
MSU
1000
Maple Securities USA
New Jersey
$431K -$75.3K -4,847 -15%
38 39
40
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