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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Regal Investment Advisors
Michigan
$517K +$341K +20,262 +207%
OCM
1002
Orleans Capital Management
Louisiana
$516K – – –
BRWM
1003
B. Riley Wealth Management
Tennessee
$513K +$502K +29,828 New
FLPIM
1004
F.L. Putnam Investment Management
Massachusetts
$509K +$103K +6,100 +26%
IF
1005
IRON Financial
Illinois
$508K +$73.6K +4,374 +17%
AWS
1006
Aris Wealth Services
Pennsylvania
$507K -$28.5K -1,696 -5%
SIM
1007
SSI Investment Management
California
$506K -$949K -56,400 -66%
BAC
1008
Boys Arnold & Co
North Carolina
$505K +$25.2K +1,500 +5%
CCT
1009
Country Club Trust
Missouri
$501K -$16.8K -1,000 -3%
PAS
1010
Partnervest Advisory Services
California
$490K -$16.8K -999 -3%
HH
1011
Hilltop Holdings
Texas
$490K +$253K +15,030 +112%
EWM
1012
Empirical Wealth Management
Washington
$489K +$124K +7,378 +35%
NIM
1013
Nexus Investment Management
Ontario, Canada
$488K -$10.1K -600 -2%
BAS
1014
Brown Advisory Securities
Maryland
$478K +$2.09K +124 +0.5%
SBH
1015
Segall Bryant & Hamill
Illinois
$477K -$9K -535 -2%
PLFAM
1016
Pineno Levin & Ford Asset Management
Virginia
$475K -$8.41K -500 -2%
LIM
1017
Lathrop Investment Management
Arkansas
$475K +$16.8K +1,000 +4%
CAS
1018
CTC Alternative Strategies
Illinois
$475K +$10.1K +600 +2%
CHC
1019
City Holding Co
West Virginia
$472K +$80.3K +4,775 +21%
NES
1020
New England Securities
New York
$468K -$17.6K -1,047 -4%
BFG
1021
Beacon Financial Group
Texas
$468K +$7.32K +435 +2%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$467K -$8.41K -500 -2%
CAM
1023
Cubic Asset Management
Massachusetts
$462K – – –
PPSG
1024
Princeton Portfolio Strategies Group
New Jersey
$462K +$5.85K +348 +1%
BC
1025
Burney Company
Virginia
$458K +$170K +10,114 +61%
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