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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$766K +$64.6K +3,822 +9%
OPCM
1002
Osborne Partners Capital Management
California
$765K -$19K -1,125 -2%
SIM
1003
SSI Investment Management
California
$764K – – –
SC
1004
Savant Capital
Illinois
$762K -$111K -6,553 -13%
PVWM
1005
Point View Wealth Management
New Jersey
$753K +$14.8K +877 +2%
SAS
1006
Spectrum Advisory Services
Georgia
$751K -$33.8K -2,000 -4%
GWM
1007
Gupta Wealth Management
California
$744K +$27.4K +1,623 +4%
HF
1008
HRT Financial
New York
$741K +$745K +44,044 New
MA
1009
MCF Advisors
Kentucky
$737K +$36.4K +2,152 +5%
NCM
1010
Novare Capital Management
North Carolina
$734K -$161K -9,500 -18%
HH
1011
Hilltop Holdings
Texas
$734K – – –
SAM
1012
SignalPoint Asset Management
Missouri
$733K -$72.8K -4,305 -9%
ATC
1013
Argent Trust Co
Tennessee
$733K +$451K +26,680 +158%
BO
1014
Bank OZK
Arkansas
$732K +$77.6K +4,588 +12%
IAS
1015
IMA Advisory Services
Colorado
$732K +$88.3K +5,220 +14%
PPSG
1016
Princeton Portfolio Strategies Group
New Jersey
$732K +$453K +26,800 +160%
SBH
1017
Segall Bryant & Hamill
Illinois
$730K +$33.8K +2,000 +5%
SGH
1018
Schonfeld Group Holdings
New York
$729K -$480K -28,413 -40%
IIC
1019
Ironwood Investment Counsel
Arizona
$729K +$19K +1,124 +3%
MA
1020
Marshwinds Advisory
Georgia
$727K -$80.3K -4,749 -10%
SOAMC
1021
Spirit of America Management Corp
New York
$725K – – –
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$711K +$29.6K +1,749 +4%
VC
1023
Vicus Capital
Pennsylvania
$711K +$450K +26,612 +170%
WSTAM
1024
Wilbanks Smith & Thomas Asset Management
Virginia
$709K -$30K -1,773 -4%
HK
1025
Horizon Kinetics
New York
$708K +$32.1K +1,900 +5%
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