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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1026
Comerica Securities
Michigan
$574K +$80.7K +4,715 +17%
BB
1027
Busey Bank
Illinois
$572K -$59.1K -3,453 -10%
AI
1028
Atria Investments
North Carolina
$572K -$6.26K -366 -1%
RCA
1029
Rex Capital Advisors
Rhode Island
$572K – – –
ASN
1030
Advisory Services Network
Georgia
$572K +$23.3K +1,362 +4%
KA
1031
Kovack Advisors
Florida
$567K +$207K +12,100 +62%
TCOV
1032
Trust Company of Vermont
Vermont
$561K -$34.6K -2,022 -6%
PCM
1033
Prelude Capital Management
New York
$556K +$446K +26,056 +521%
TCB
1034
Texas Capital Bancshares
Texas
$554K +$57.7K +3,369 +12%
MCM
1035
MAI Capital Management
Ohio
$554K +$224K +13,085 +73%
BHBT
1036
Burke & Herbert Bank & Trust
Virginia
$549K +$92.4K +5,400 +21%
ISL
1037
Ingalls & Snyder LLC
New York
$547K -$3.42K -200 -0.6%
PVWM
1038
Point View Wealth Management
New Jersey
$546K +$67.2K +3,926 +15%
EWA
1039
Exencial Wealth Advisors
Oklahoma
$543K -$8.83K -516 -2%
BP
1040
Ballentine Partners
Massachusetts
$539K -$736 -43 -0.1%
OPTFSNA
1041
Old Point Trust & Financial Services N A
Virginia
$538K +$514K +30,054 New
LPC
1042
Loeb Partners Corp
New York
$537K -$257K -15,000 -33%
OCM
1043
Orleans Capital Management
Louisiana
$537K – – –
TIM
1044
TBP Investments Management
Texas
$537K +$85.6K +5,000 +20%
EWM
1045
Empirical Wealth Management
Washington
$529K +$15.8K +926 +3%
HW
1046
Hancock Whitney
Mississippi
$528K – – –
SHA
1047
Smith Hayes Advisers
Nebraska
$528K +$103K +6,007 +26%
VCAM
1048
Van Cleef Asset Management
Ohio
$526K +$53K +3,100 +12%
BCM
1049
Bourgeon Capital Management
Connecticut
$522K +$85.6K +5,002 +21%
KCM
1050
Karp Capital Management
California
$519K +$496K +29,000 New
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42
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