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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1001
Parcion Private Wealth
Washington
$4.31M +$199K +4,069 +5%
DCM
1002
Delta Capital Management
New Jersey
$4.3M -$9.76K -200 -0.2%
CW
1003
CreativeOne Wealth
Kansas
$4.28M -$49 -1 -0%
CWM
1004
Chemistry Wealth Management
New York
$4.28M -$48.6K -997 -1%
PMG
1005
Private Management Group
California
$4.27M -$37K -759 -0.9%
MVA
1006
Mount Vernon Associates
Maryland
$4.25M -$85.4K -1,750 -2%
ACM
1007
Advisors Capital Management
New Jersey
$4.25M +$94.5K +1,938 +2%
AWM
1008
Avior Wealth Management
Nebraska
$4.24M -$207K -4,237 -5%
BFA
1009
Beaumont Financial Advisors
Massachusetts
$4.24M -$65.4K -1,340 -2%
MIC
1010
Meridian Investment Counsel
California
$4.24M +$683 +14 +0%
SW
1011
Simplicity Wealth
New Jersey
$4.24M -$559K -11,468 -12%
BMC
1012
Beaton Management Company
Massachusetts
$4.2M – – –
PP
1013
Patten & Patten
Tennessee
$4.2M -$81K -1,660 -2%
HVIA
1014
Hudson Valley Investment Advisors
New York
$4.18M -$33.2K -680 -0.8%
HT
1015
Heritage Trust
Oklahoma
$4.18M -$21.6K -442 -0.5%
CCM
1016
Check Capital Management
California
$4.16M -$167K -3,414 -4%
AW
1017
Alteri Wealth
California
$4.16M -$15.3K -313 -0.4%
RCM
1018
RNC Capital Management
California
$4.15M -$70.7K -1,449 -2%
AW
1019
Apricus Wealth
South Carolina
$4.13M -$88.1K -1,805 -2%
CBA
1020
Coastal Bridge Advisors
Connecticut
$4.11M -$7.81K -160 -0.2%
OAM
1021
Ostrum Asset Management
France
$4.11M -$1.01M -20,711 -21%
CANC
1022
Culbertson A N & Co
Virginia
$4.07M -$34.1K -700 -0.9%
EW
1023
Evoke Wealth
California
$4.07M +$396K +8,118 +11%
IFWM
1024
Institute for Wealth Management
Colorado
$4.05M -$43.4K -890 -1%
AIM
1025
AMI Investment Management
Indiana
$4.03M -$193K -3,953 -5%
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