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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Advisornet Financial
Minnesota
$2.76M +$244K +6,774 +8%
TW
1002
TrinityPoint Wealth
Connecticut
$2.76M +$192K +5,321 +6%
FDS
1003
First Dallas Securities
Texas
$2.74M +$251K +6,964 +9%
CIC
1004
Carnegie Investment Counsel
Ohio
$2.73M -$7.67K -213 -0.2%
AAI
1005
American Assets Inc
California
$2.72M – – –
CICI
1006
Capital Investment Counsel Inc
North Carolina
$2.72M +$233K +6,461 +8%
CCP
1007
Corient Capital Partners
California
$2.72M -$233K -6,470 -7%
HI
1008
Horizon Investments
North Carolina
$2.7M +$2.26M +62,685 +261%
NSEDCP
1009
NJ State Employees Deferred Compensation Plan
New Jersey
$2.69M – – –
ADL
1010
Asset Dedication LLC
California
$2.69M +$408K +11,341 +15%
BFA
1011
Beaumont Financial Advisors
Massachusetts
$2.67M +$16.3K +454 +0.5%
LBC
1012
Lawrence B. Cohen
$2.66M +$94.2K +2,617 +3%
RWM
1013
Ritholtz Wealth Management
New York
$2.66M +$118K +3,289 +4%
JIP
1014
Jaffetilchin Investment Partners
Florida
$2.66M -$763K -21,180 -20%
BIP
1015
Bouvel Investment Partners
Pennsylvania
$2.65M +$21.9K +608 +0.7%
FAM
1016
Formidable Asset Management
Ohio
$2.64M -$10.9K -302 -0.4%
MVA
1017
Mount Vernon Associates
Maryland
$2.64M +$3.6K +100 +0.1%
BMC
1018
Beaton Management Company
Massachusetts
$2.64M -$75.6K -2,100 -2%
PPW
1019
Parcion Private Wealth
Washington
$2.64M +$37.5K +1,041 +1%
GBT
1020
Grove Bank & Trust
Florida
$2.63M -$231K -6,410 -7%
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$2.63M +$119K +3,295 +4%
CF
1022
Copperwynd Financial
Arizona
$2.61M +$2.45M +68,007 +431%
AWM
1023
Apollon Wealth Management
South Carolina
$2.6M +$269K +7,462 +10%
TI
1024
Tidal Investments
Wisconsin
$2.6M -$423K -11,737 -12%
CCA
1025
Checchi Capital Advisers
California
$2.6M +$119K +3,299 +4%
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