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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
976
Bouvel Investment Partners
Pennsylvania
$3.29M +$116K +2,821 +4%
RFMS
977
RWQ Financial Management Services
Florida
$3.29M -$724K -17,650 -18%
GIA
978
Gladstone Institutional Advisory
Florida
$3.28M +$639K +15,579 +24%
6M
979
6 Meridian
Kansas
$3.27M -$117K -2,850 -3%
PPW
980
Parcion Private Wealth
Washington
$3.24M -$24.6K -600 -0.8%
CCP
981
Corient Capital Partners
California
$3.24M +$334K +8,158 +12%
RF
982
Rollins Financial
Georgia
$3.22M +$2.34M +57,051 +270%
SWA
983
Sutton Wealth Advisors
Florida
$3.21M +$41 +1 +0%
RGC
984
Redwood Grove Capital
California
$3.19M – – –
RDWM
985
Red Door Wealth Management
Tennessee
$3.19M +$372K +9,081 +13%
PMG
986
ProVise Management Group
Florida
$3.18M -$85.7K -2,090 -3%
SC
987
Savant Capital
Illinois
$3.18M +$72K +1,756 +2%
EWM
988
Edge Wealth Management
New York
$3.17M +$685K +16,701 +28%
CT
989
Coastline Trust
Rhode Island
$3.15M -$44.9K -1,095 -1%
RPSA
990
Richard P. Slaughter Associates
Texas
$3.14M -$25K -611 -0.8%
CBN
991
Cadence Bank NA
Texas
$3.13M +$17.2K +420 +0.6%
SIA
992
SeaBridge Investment Advisors
New Jersey
$3.13M -$50.6K -1,234 -2%
WG
993
Welch Group
Alabama
$3.12M +$22.5K +548 +0.7%
ACM
994
AlphaCrest Capital Management
New York
$3.12M +$467K +11,404 +18%
AA
995
ALPS Advisors
Colorado
$3.12M -$161K -3,922 -5%
CCM
996
Check Capital Management
California
$3.11M -$21K -513 -0.7%
LCP
997
Legacy Capital Partners
Wisconsin
$3.1M -$21.6K -528 -0.7%
PF
998
Phoenix Financial
Israel
$3.09M -$418K -10,196 -12%
TPM
999
Triasima Portfolio Management
Quebec, Canada
$3.08M – – –
SWM
1000
Sugarloaf Wealth Management
Georgia
$3.07M -$30.8K -752 -1%
38 39
40
41 42