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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1051
Cape Cod Five Cents Savings Bank
Massachusetts
$626K -$61K -3,605 -9%
ISL
1052
Ingalls & Snyder LLC
New York
$621K -$24K -1,420 -4%
SA
1053
Strategic Advisors
New York
$620K +$20.3K +1,202 +3%
BL
1054
Balentine LLC
Georgia
$619K +$51.5K +3,046 +9%
AFP
1055
Ausdal Financial Partners
Iowa
$618K +$621K +36,712 New
EWM
1056
Evercore Wealth Management
New York
$617K +$41.8K +2,473 +7%
SFM
1057
Signet Financial Management
New Jersey
$615K +$75.2K +4,449 +14%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$614K +$43.9K +2,596 +8%
AIM
1059
Avity Investment Management
Connecticut
$608K -$16.9K -1,000 -3%
DCLA
1060
Douglas C. Lane & Associates
New York
$604K -$92K -5,441 -13%
DCM
1061
Delta Capital Management
New Jersey
$601K +$604K +35,700 New
CCMG
1062
Clark Capital Management Group
Pennsylvania
$600K -$12.5K -741 -2%
IB
1063
Intrust Bank
Kansas
$600K +$18.9K +1,120 +3%
PFS
1064
Prospera Financial Services
Texas
$598K -$178K -10,528 -23%
TSWM
1065
Triangle Securities Wealth Management
North Carolina
$598K +$3.13K +185 +0.5%
CFA
1066
CT Financial Advisors
Pennsylvania
$593K – – –
IT
1067
Independence Trust
Tennessee
$593K +$14.1K +831 +2%
AI
1068
Atria Investments
North Carolina
$592K +$131K +7,769 +25%
WIS
1069
Wright Investors Service
Connecticut
$590K -$500K -29,594 -46%
HCA
1070
Harbour Capital Advisors
Virginia
$580K +$157K +9,275 +37%
RFS
1071
Rockefeller Financial Services
New York
$579K +$5.01K +296 +0.9%
SAMT
1072
Select Asset Management & Trust
Pennsylvania
$579K +$123K +7,300 +27%
CSA
1073
Cottage Street Advisors
Massachusetts
$577K +$582K +34,400 New
BFG
1074
Beacon Financial Group
Texas
$575K -$24.1K -1,425 -4%
EDRIA
1075
Edmonds Duncan Registered Investment Advisors
Kansas
$574K +$577K +34,107 New
41 42
43
44 45