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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1051
Meridian Wealth Advisors
Texas
$2.26M +$4.81K +144 +0.2%
PWP
1052
Private Wealth Partners
California
$2.26M +$33.4K +1,000 +1%
CAM
1053
Centre Asset Management
New York
$2.26M -$96.6K -2,890 -4%
CG
1054
Caprock Group
Idaho
$2.25M -$42K -1,255 -2%
AMIM
1055
Aull & Monroe Investment Management
Alabama
$2.25M -$155K -4,625 -6%
CCA
1056
Checchi Capital Advisers
California
$2.25M -$77.3K -2,313 -3%
WG
1057
Winton Group
United Kingdom
$2.25M -$615K -18,410 -20%
CIC
1058
Cornercap Investment Counsel
Georgia
$2.25M -$206K -6,170 -8%
AC
1059
Abbrea Capital
California
$2.25M -$106K -3,171 -4%
BWA
1060
BDO Wealth Advisors
Florida
$2.24M +$43.3K +1,296 +2%
IAIM
1061
International Assets Investment Management
Florida
$2.24M +$111K +3,332 +5%
SACTSONJ
1062
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.23M – – –
AAS
1063
Ameritas Advisory Services
Nebraska
$2.23M +$39.6K +1,186 +2%
BAM
1064
Belpointe Asset Management
Nevada
$2.2M +$39.2K +1,173 +2%
SS
1065
Simplicity Solutions
Minnesota
$2.2M +$234K +6,993 +11%
MAM
1066
Mystic Asset Management
Rhode Island
$2.2M +$50.1K +1,500 +2%
SIM
1067
Studio Investment Management
Illinois
$2.19M +$318K +9,505 +15%
IFG
1068
Independent Financial Group
California
$2.18M -$44K -1,316 -2%
PFG
1069
Peterson Financial Group
Iowa
$2.17M +$47.7K +1,428 +2%
GL
1070
Graypoint LLC
New York
$2.17M +$226K +6,751 +10%
CIA
1071
Cohen Investment Advisors
New Hampshire
$2.16M -$1.07K -32 -0%
SSWM
1072
Smith Salley Wealth Management
North Carolina
$2.16M +$117K +3,501 +5%
SYBT
1073
Stock Yards Bank & Trust
Kentucky
$2.16M +$29.8K +890 +1%
OWIM
1074
Old West Investment Management
California
$2.15M – – –
TBA
1075
Tower Bridge Advisors
Pennsylvania
$2.14M +$16.6K +498 +0.7%
41 42
43
44 45