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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRA
1026
Clear Rock Advisors
Texas
$2.66M +$2.35M +80,573 New
PPW
1027
Parcion Private Wealth
Washington
$2.66M – – –
RC
1028
Roundview Capital
New Jersey
$2.66M -$651K -22,371 -22%
QCG
1029
Quadrant Capital Group
Ohio
$2.65M +$674K +23,158 +42%
EF
1030
Exeter Financial
Arizona
$2.65M -$147K -5,056 -6%
LAM
1031
Lakewood Asset Management
Illinois
$2.65M -$95.4K -3,275 -4%
BCM
1032
Bayesian Capital Management
New York
$2.63M -$3.82M -131,118 -63%
EGM
1033
Engineers Gate Manager
New York
$2.62M -$7.43M -255,288 -77%
MNBTD
1034
Moody National Bank Trust Division
Texas
$2.62M -$2.25M -77,440 -50%
RPCONE
1035
Retirement Planning Company of New England
Rhode Island
$2.61M +$100K +3,444 +5%
CW
1036
Connectus Wealth
Ohio
$2.61M +$136K +4,654 +6%
QWM
1037
Quadcap Wealth Management
Texas
$2.61M +$2.26M +77,490 New
FAM
1038
Formidable Asset Management
Ohio
$2.61M -$20.8K -713 -0.9%
CCB
1039
Country Club Bank
Missouri
$2.6M -$4.12M -141,517 -65%
CFG
1040
Citizens Financial Group
Rhode Island
$2.6M +$499K +17,133 +28%
BCM
1041
Brookmont Capital Management
Texas
$2.6M -$101K -3,454 -4%
DPIM
1042
Duff & Phelps Investment Management
Illinois
$2.6M +$20.4K +700 +0.9%
DS
1043
DRW Securities
Illinois
$2.59M +$1.72M +59,016 +328%
ICP
1044
Ironvine Capital Partners
Nebraska
$2.56M – – –
AI
1045
Atom Investors
Texas
$2.56M +$2.21M +76,021 New
HT
1046
Heritage Trust
Oklahoma
$2.55M -$103K -3,554 -4%
ACM
1047
Advisors Capital Management
New Jersey
$2.55M +$2.21M +75,748 New
MAM
1048
Mystic Asset Management
Rhode Island
$2.54M +$113K +3,890 +5%
MWA
1049
Meridian Wealth Advisors
Texas
$2.54M -$2.21K -76 -0.1%
CTC
1050
Cetera Trust Company
Minnesota
$2.54M +$2.2M +75,443 New
40 41
42
43 44