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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
1026
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.69M +$2.8M +81,221 New
FAM
1027
Formidable Asset Management
Ohio
$2.69M -$54.7K -1,587 -2%
CGIM
1028
Capital Group Investment Management
Singapore
$2.69M +$2.79M +81,096 New
BCM
1029
Brookmont Capital Management
Texas
$2.68M -$92K -2,671 -3%
GBT
1030
Grove Bank & Trust
Florida
$2.67M -$136K -3,961 -5%
BOSSRA
1031
B.O.S.S. Retirement Advisors
Utah
$2.67M +$2.77M +80,525 New
LAM
1032
Lakewood Asset Management
Illinois
$2.66M +$2.77M +80,432 New
SFA
1033
Sequoia Financial Advisors
Ohio
$2.66M +$850K +24,682 +44%
TAM
1034
Trust Asset Management
Texas
$2.66M – – –
SIA
1035
Sit Investment Associates
Minnesota
$2.66M -$421K -12,216 -13%
TPWA
1036
TRUE Private Wealth Advisors
Oregon
$2.65M -$478K -13,881 -15%
RCAP
1037
Resolute Capital Asset Partners
Colorado
$2.65M +$2.76M +80,000 New
MFG
1038
Merit Financial Group
Georgia
$2.65M +$772K +22,420 +39%
CCM
1039
Consolidated Capital Management
California
$2.64M -$31.8K -924 -1%
NPT
1040
Nixon Peabody Trust
Massachusetts
$2.64M -$61.7K -1,792 -2%
WEG
1041
World Equity Group
Illinois
$2.64M +$13K +378 +0.5%
DIP
1042
Davis Investment Partners
North Carolina
$2.63M +$2.54M +73,747 New
CC
1043
Cipher Capital
New York
$2.62M +$2.73M +79,256 New
CCA
1044
Cobblestone Capital Advisors
New York
$2.62M -$282K -8,180 -9%
WG
1045
Welch Group
Alabama
$2.62M +$27K +784 +1%
PPW
1046
Parcion Private Wealth
Washington
$2.61M – – –
CA
1047
Cullinan Associates
Kentucky
$2.61M -$1.3M -37,614 -32%
HT
1048
Heritage Trust
Oklahoma
$2.61M +$535K +15,545 +25%
SIA
1049
SeaBridge Investment Advisors
New Jersey
$2.6M +$85.3K +2,477 +3%
MWM
1050
Massachusetts Wealth Management
Massachusetts
$2.6M +$2.52M +73,202 New
40 41
42
43 44