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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1026
Rex Capital Advisors
Rhode Island
$492K – – –
SGCA
1027
Steel Grove Capital Advisors
Tennessee
$489K +$511K +31,802 New
RIA
1028
Regal Investment Advisors
Michigan
$484K +$54.4K +3,388 +12%
CIC
1029
Carnegie Investment Counsel
Ohio
$484K +$112K +6,950 +29%
TCM
1030
Traynor Capital Management
Pennsylvania
$483K -$568K -35,339 -53%
BL
1031
Balentine LLC
Georgia
$481K +$502K +31,247 New
BO
1032
Bank OZK
Arkansas
$479K -$37.7K -2,350 -7%
CCS
1033
Crosspoint Capital Strategies
California
$476K -$970K -60,368 -66%
TCB
1034
Texas Capital Bancshares
Texas
$474K -$3.08K -192 -0.6%
RMAM
1035
Raab & Moskowitz Asset Management
New Jersey
$472K -$141K -8,770 -22%
MC
1036
Miles Capital
Iowa
$469K -$910K -56,646 -65%
BHBT
1037
Burke & Herbert Bank & Trust
Virginia
$468K -$3.21K -200 -0.7%
CC
1038
Colrain Capital
Massachusetts
$462K -$883K -55,000 -65%
LPC
1039
Loeb Partners Corp
New York
$462K – – –
OCM
1040
Orleans Capital Management
Louisiana
$462K – – –
TIM
1041
TBP Investments Management
Texas
$462K – – –
FPCP
1042
Fort Point Capital Partners
California
$462K +$130K +8,087 +37%
FIM
1043
Freedom Investment Management
Connecticut
$458K +$94.8K +5,902 +25%
ARMC
1044
American Research & Management Company
Massachusetts
$456K -$86.7K -5,400 -15%
HW
1045
Hancock Whitney
Mississippi
$454K – – –
LKIM
1046
Lawson Kroeker Investment Management
Nebraska
$454K +$474K +29,500 New
GAG
1047
GM Advisory Group
New York
$448K +$227K +14,161 +95%
YP
1048
Yellowstone Partners
Idaho
$447K +$50.7K +3,158 +12%
BP
1049
Ballentine Partners
Massachusetts
$446K -$18.4K -1,148 -4%
OIA
1050
Optimum Investment Advisors
Illinois
$446K +$19.7K +1,228 +4%
40 41
42
43 44