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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1026
Triangle Securities Wealth Management
North Carolina
$3.11M -$73.4K -1,914 -2%
PCA
1027
Peddock Capital Advisors
Massachusetts
$3.1M -$159K -4,151 -5%
BCM
1028
Brookmont Capital Management
Texas
$3.08M -$56.1K -1,465 -2%
HSA
1029
HBK Sorce Advisory
Pennsylvania
$3.06M -$210K -5,473 -7%
TW
1030
TritonPoint Wealth
Maryland
$3.05M -$297K -7,748 -9%
RMAM
1031
Raab & Moskowitz Asset Management
New Jersey
$3.05M -$26.1K -682 -0.9%
SCP
1032
Shorepoint Capital Partners
Massachusetts
$3.04M +$182K +4,756 +7%
MAM
1033
Mystic Asset Management
Rhode Island
$3.03M -$69.7K -1,820 -2%
ICP
1034
Ironvine Capital Partners
Nebraska
$3.03M – – –
LIP
1035
Lighthouse Investment Partners
Florida
$3.02M +$43.8K +1,143 +2%
FAM
1036
Formidable Asset Management
Ohio
$3.02M -$70.6K -1,842 -2%
MIH
1037
Meitav Investment House
Israel
$3.02M -$130K -3,396 -4%
TBA
1038
Tower Bridge Advisors
Pennsylvania
$3.01M -$164K -4,275 -5%
MWA
1039
Meridian Wealth Advisors
Texas
$3M – – –
SAM
1040
Silvercrest Asset Management
New York
$2.99M -$212K -5,520 -7%
HT
1041
Heritage Trust
Oklahoma
$2.98M +$25.7K +671 +0.9%
BB
1042
Berkshire Bank
Massachusetts
$2.97M -$111K -2,888 -4%
UB
1043
Umpqua Bank
Oregon
$2.97M +$95.8K +2,499 +3%
SACTSONJ
1044
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.94M – – –
HCA
1045
Harbour Capital Advisors
Virginia
$2.93M +$117K +3,065 +4%
HCPC
1046
Hamilton Capital Partners (Canada)
$2.93M +$64.2K +1,674 +2%
HIC
1047
Holderness Investments Company
North Carolina
$2.92M +$9.7K +253 +0.3%
EF
1048
Exeter Financial
Arizona
$2.92M -$204K -5,329 -7%
ADIM
1049
Alpha DNA Investment Management
Maryland
$2.92M +$535K +13,958 +24%
MFS
1050
Mattson Financial Services
Michigan
$2.9M +$2.8M +72,962 New
40 41
42
43 44