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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1051
Meeder Advisory Services
Ohio
$2.53M +$98.8K +3,392 +5%
APM
1052
Advanced Portfolio Management
New York
$2.53M +$2.18M +75,000 New
MCA
1053
Mendon Capital Advisors
Florida
$2.53M +$2.18M +75,000 New
RMAM
1054
Raab & Moskowitz Asset Management
New Jersey
$2.53M -$73K -2,506 -3%
SCP
1055
Shorepoint Capital Partners
Massachusetts
$2.52M +$2.18M +74,718 New
CIA
1056
Cohen Investment Advisors
New Hampshire
$2.51M +$42.7K +1,466 +2%
FM
1057
Family Management
New York
$2.51M +$50.6K +1,739 +2%
CBB
1058
Citizens Business Bank
California
$2.49M -$120K -4,112 -5%
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.49M – – –
CI
1060
Cigna Investments
Connecticut
$2.49M -$38.4K -1,319 -2%
NL
1061
NWAM LLC
Washington
$2.49M +$24.7K +847 +1%
GL
1062
Graypoint LLC
New York
$2.49M +$82.7K +2,842 +4%
BTWM
1063
Baker Tilly Wealth Management
Wisconsin
$2.48M +$33.8K +1,160 +2%
GSEP
1064
Golden State Equity Partners
California
$2.48M -$4.63K -159 -0.2%
CAAS
1065
Capital Asset Advisory Services
Michigan
$2.47M +$272K +9,342 +15%
PWCM
1066
Processus Wealth & Capital Management
Tennessee
$2.46M +$2.13M +73,075 New
HIC
1067
Holderness Investments Company
North Carolina
$2.46M +$99.9K +3,432 +5%
M1FG
1068
Mach-1 Financial Group
Arkansas
$2.46M -$85.3K -2,928 -4%
JIP
1069
Jaffetilchin Investment Partners
Florida
$2.44M -$17.2K -592 -0.8%
BEW
1070
Burton Enright Welch
California
$2.43M -$87 -3 -0%
CIC
1071
Cornercap Investment Counsel
Georgia
$2.43M -$14.8K -509 -0.7%
ADIM
1072
Alpha DNA Investment Management
Maryland
$2.42M -$60.8K -2,088 -3%
GBT
1073
Grove Bank & Trust
Florida
$2.42M -$52.4K -1,801 -2%
LWM
1074
Lodestone Wealth Management
Washington
$2.41M +$220K +7,568 +12%
SWM
1075
Spire Wealth Management
Virginia
$2.41M -$157K -5,397 -7%
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