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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
Aaron Wealth Advisors
Illinois
$5M +$842K +15,928 +21%
JIP
1002
Jaffetilchin Investment Partners
Florida
$4.95M +$44.3K +838 +0.9%
LWM
1003
Lyell Wealth Management
California
$4.94M +$39.4K +745 +0.8%
RC
1004
Roundview Capital
New Jersey
$4.93M +$188K +3,551 +4%
SW
1005
Simplicity Wealth
New Jersey
$4.92M +$393K +7,433 +9%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$4.91M +$61.8K +1,169 +1%
GIM
1007
Gold Investment Management
Alberta, Canada
$4.88M +$13.2K +250 +0.3%
CICI
1008
Capital Investment Counsel Inc
North Carolina
$4.87M -$101K -1,910 -2%
TCOV
1009
Trust Company of Vermont
Vermont
$4.87M -$236K -4,472 -5%
PTCG
1010
Pring Turner Capital Group
California
$4.86M -$35.3K -668 -0.8%
VIA
1011
Victrix Investment Advisors
Florida
$4.84M -$618K -11,688 -12%
CFIA
1012
Cantor Fitzgerald Investment Advisors
New York
$4.83M -$511K -9,667 -10%
CIP
1013
Convergence Investment Partners
Florida
$4.82M +$91.3K +1,728 +2%
AAI
1014
American Assets Inc
California
$4.81M – – –
NG
1015
Norden Group
Utah
$4.81M -$239K -4,530 -5%
WWA
1016
WCG Wealth Advisors
Nevada
$4.8M +$547K +10,346 +13%
MCM
1017
Mengis Capital Management
Oregon
$4.79M -$214K -4,048 -4%
CIP
1018
Capital Insight Partners
Arizona
$4.79M -$866K -16,386 -16%
HCM
1019
Hollencrest Capital Management
California
$4.78M +$2.64K +50 +0.1%
GIA
1020
Gladstone Institutional Advisory
Florida
$4.78M -$184K -3,481 -4%
FNBT
1021
FineMark National Bank & Trust
Florida
$4.78M -$226K -4,279 -5%
CIC
1022
Chilton Investment Company
Connecticut
$4.77M +$2.54M +47,988 +124%
RT
1023
Rockland Trust
Massachusetts
$4.77M -$222K -4,193 -5%
QI
1024
Qtron Investments
Massachusetts
$4.73M -$203K -3,848 -4%
FMI
1025
F/M Investments
District of Columbia
$4.73M -$201K -3,809 -4%
39 40
41
42 43