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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1001
Forvis Mazars Wealth Advisors
Missouri
$675K +$146K +9,816 +29%
IWMPD
1002
Integrated Wealth Management (Palm Desert)
California
$672K -$111K -7,466 -15%
BC
1003
Burney Company
Virginia
$665K -$11.7K -784 -2%
SOAMC
1004
Spirit of America Management Corp
New York
$662K +$179K +12,000 +40%
WP
1005
WMS Partners
Maryland
$660K +$15.7K +1,052 +3%
BP
1006
Ballentine Partners
Massachusetts
$650K +$26.9K +1,805 +5%
SC
1007
Sculptor Capital
New York
$645K -$802K -53,840 -57%
CGL
1008
Clarius Group LLC
Washington
$643K -$4.59K -308 -0.7%
WSTAM
1009
Wilbanks Smith & Thomas Asset Management
Virginia
$642K +$10.2K +683 +2%
ACI
1010
Alpha Cubed Investments
California
$641K +$206K +13,809 +51%
BBI
1011
Baxter Bros Inc
Connecticut
$636K -$74.6K -5,013 -11%
PH
1012
Pinnacle Holdings
Oklahoma
$636K +$4.88K +328 +0.8%
NCM
1013
Novare Capital Management
North Carolina
$635K +$18.5K +1,244 +3%
RPG
1014
Risk Paradigm Group
Texas
$635K -$1.1K -74 -0.2%
LAM
1015
Lingohr Asset Management
Germany
$631K – – –
MA
1016
Marshwinds Advisory
Georgia
$630K +$30 +2 +0%
ARMT
1017
Amica Retiree Medical Trust
Rhode Island
$629K – – –
SBH
1018
Segall Bryant & Hamill
Illinois
$629K +$2.37K +159 +0.4%
BAM
1019
Brave Asset Management
New Jersey
$629K +$208K +13,939 +53%
EC
1020
EJF Capital
Virginia
$626K -$10.1M -679,100 -94%
BOC
1021
Barbara Oil Co
Illinois
$626K – – –
SCM
1022
SKBA Capital Management
California
$625K -$20.8K -1,400 -3%
MC
1023
Middleton & Co
Massachusetts
$624K -$7.36M -494,227 -93%
HK
1024
Horizon Kinetics
New York
$624K -$29.6K -1,987 -5%
DADC
1025
D.A. Davidson & Co
Montana
$623K -$1.31M -88,099 -69%
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