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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
976
St. Johns Investment Management
Florida
$2.98M +$3.17K +92 +0.1%
WSCM
977
Wellington Shields Capital Management
New York
$2.98M +$317K +9,195 +11%
AT
978
Arden Trust
Delaware
$2.97M -$192K -5,581 -6%
CB
979
Cadence Bank
Mississippi
$2.97M +$451K +13,106 +17%
GIM
980
Goelzer Investment Management
Indiana
$2.97M +$111K +3,229 +4%
BP
981
Ballentine Partners
Massachusetts
$2.97M +$22.4K +650 +0.7%
GP
982
Girard Partners
Pennsylvania
$2.96M -$20.1K -584 -0.6%
GIM
983
Guardian Investment Management
California
$2.94M – – –
BAM
984
Belpointe Asset Management
Nevada
$2.94M +$544K +15,799 +22%
CBB
985
Citizens Business Bank
California
$2.94M -$10.4K -302 -0.3%
FFM
986
Forum Financial Management
Illinois
$2.93M +$38.4K +1,114 +1%
ADL
987
Asset Dedication LLC
California
$2.91M -$275K -7,985 -8%
ZCA
988
Zeke Capital Advisors
Pennsylvania
$2.91M -$28.1K -817 -0.9%
AAI
989
American Assets Inc
California
$2.9M – – –
BFEC
990
Benjamin F. Edwards & Company
Missouri
$2.89M +$200K +5,804 +7%
ONB
991
Old National Bancorp
Indiana
$2.89M -$1.07M -30,948 -26%
CI
992
Cigna Investments
Connecticut
$2.89M +$7.58K +220 +0.3%
BB
993
Berkshire Bank
Massachusetts
$2.89M -$481K -13,973 -14%
SC
994
Savant Capital
Illinois
$2.89M +$127K +3,685 +4%
BIP
995
Bouvel Investment Partners
Pennsylvania
$2.88M -$9.99K -290 -0.3%
BDS
996
Banco de Sabadell
Florida
$2.88M -$119K -3,455 -4%
NSEDCP
997
NJ State Employees Deferred Compensation Plan
New Jersey
$2.87M – – –
PWP
998
Pursue Wealth Partners
California
$2.86M -$199K -5,782 -6%
BFA
999
Beaumont Financial Advisors
Massachusetts
$2.84M -$29.3K -851 -1%
SS
1000
Simplicity Solutions
Minnesota
$2.84M +$445K +12,917 +18%
38 39
40
41 42