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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
1026
Klingenstein Fields & Co
New York
$3.45M -$31.4K -705 -0.8%
BFA
1027
Beaumont Financial Advisors
Massachusetts
$3.45M -$101K -2,269 -3%
RCM
1028
RNC Capital Management
California
$3.45M -$136K -3,054 -4%
BMC
1029
Beaton Management Company
Massachusetts
$3.44M -$4.46K -100 -0.1%
CW
1030
CreativeOne Wealth
Kansas
$3.44M -$1.19M -26,750 -25%
MWM
1031
Modera Wealth Management
New Jersey
$3.42M -$173K -3,877 -5%
CAM
1032
Cidel Asset Management
Ontario, Canada
$3.42M -$187K -4,192 -5%
CGL
1033
Clarius Group LLC
Washington
$3.41M +$808K +18,137 +29%
RC
1034
Roundview Capital
New Jersey
$3.41M -$19.5K -437 -0.5%
AIM
1035
Anchor Investment Management
South Carolina
$3.4M +$2.5K +56 +0.1%
SIA
1036
SeaBridge Investment Advisors
New Jersey
$3.39M +$1.37M +30,798 +61%
WJWM
1037
Williams Jones Wealth Management
New York
$3.37M -$44.6K -1,000 -1%
AW
1038
Alteri Wealth
California
$3.36M -$43.3K -971 -1%
IFWM
1039
Institute for Wealth Management
Colorado
$3.33M +$5.7K +128 +0.2%
KWA
1040
Kingswood Wealth Advisors
California
$3.33M -$221K -4,962 -6%
CBA
1041
Coastal Bridge Advisors
Connecticut
$3.33M +$1.96M +43,988 +123%
IAS
1042
Insigneo Advisory Services
Florida
$3.33M -$349K -7,831 -9%
PCA
1043
Peddock Capital Advisors
Massachusetts
$3.32M +$9.27K +208 +0.3%
LWMM
1044
Legacy Wealth Management (Mississippi)
Mississippi
$3.29M -$16.7K -375 -0.5%
AWA
1045
Arete Wealth Advisors
Illinois
$3.29M +$459K +10,292 +14%
PSC
1046
Portman Square Capital
United Kingdom
$3.28M +$3.5M +78,649 New
NW
1047
Naviter Wealth
Arkansas
$3.28M +$73.7K +1,654 +2%
RT
1048
Rockland Trust
Massachusetts
$3.27M -$1.61M -36,167 -32%
PPW
1049
Parcion Private Wealth
Washington
$3.27M +$11.9K +268 +0.3%
UB
1050
Umpqua Bank
Oregon
$3.27M +$195K +4,377 +6%
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