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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
1026
Cadence Bank NA
Texas
$2.92M +$342K +9,899 +15%
IA
1027
IFP Advisors
Florida
$2.92M -$456K -13,201 -15%
SC
1028
Savant Capital
Illinois
$2.91M -$120K -3,466 -4%
SWM
1029
Sugarloaf Wealth Management
Georgia
$2.91M +$36.1K +1,045 +1%
WG
1030
Welch Group
Alabama
$2.91M +$281K +8,135 +12%
TPM
1031
Triasima Portfolio Management
Quebec, Canada
$2.89M +$828K +24,000 +47%
CIAS
1032
Capital Investment Advisory Services
North Carolina
$2.88M -$92K -2,666 -3%
PWM
1033
Perigon Wealth Management
California
$2.88M -$321K -9,296 -11%
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.86M – – –
BWA
1035
BDO Wealth Advisors
Florida
$2.86M +$288K +8,335 +13%
FQ
1036
First Quadrant
California
$2.85M – – –
HCM
1037
Hudson Capital Management
New Jersey
$2.83M -$355K -10,291 -12%
TI
1038
Truehand Inc
New Hampshire
$2.83M – – –
RMAM
1039
Raab & Moskowitz Asset Management
New Jersey
$2.81M +$37.6K +1,089 +2%
BFM
1040
Boston Financial Management
Massachusetts
$2.81M +$526K +15,238 +27%
SIM
1041
Sentry Investment Management
Wisconsin
$2.8M -$14.1M -409,599 -85%
OWIM
1042
Old West Investment Management
California
$2.76M -$1.86M -53,814 -43%
PSB
1043
Piscataqua Savings Bank
New Hampshire
$2.75M +$2.45M +71,095 New
AC
1044
Abbrea Capital
California
$2.75M +$67.4K +1,953 +3%
IWM
1045
IHT Wealth Management
Illinois
$2.74M -$50.5K -1,463 -2%
OIA
1046
OneDigital Investment Advisors
Kansas
$2.74M +$421K +12,187 +21%
PP
1047
Paloma Partners
Connecticut
$2.74M -$7.96M -230,642 -77%
BJL
1048
Brighton Jones LLC
Washington
$2.74M +$44K +1,275 +2%
MWA
1049
Meridian Wealth Advisors
Texas
$2.73M -$2.24K -65 -0.1%
BIM
1050
Baldwin Investment Management
Pennsylvania
$2.73M +$413K +11,975 +20%
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42
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