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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1051
Graham Capital Management
Connecticut
$2.76M -$19.4M -564,838 -89%
ACM
1052
Advisors Capital Management
New Jersey
$2.74M -$118K -3,428 -5%
SCA
1053
Stonebridge Capital Advisors
Minnesota
$2.74M +$183K +5,320 +8%
UB
1054
Umpqua Bank
Oregon
$2.73M +$2.48M +72,112 New
NL
1055
NWAM LLC
Washington
$2.73M -$57.2K -1,666 -2%
MWM
1056
Massachusetts Wealth Management
Massachusetts
$2.73M +$31.1K +906 +1%
HCPC
1057
Hamilton Capital Partners (Canada)
$2.73M +$1.41M +41,070 +133%
ZIC
1058
ZWJ Investment Counsel
Georgia
$2.72M +$433K +12,621 +21%
SCP
1059
Shorepoint Capital Partners
Massachusetts
$2.72M -$102K -2,973 -4%
JIP
1060
Jaffetilchin Investment Partners
Florida
$2.72M -$28K -815 -1%
CIC
1061
Cornercap Investment Counsel
Georgia
$2.72M -$18.9K -552 -0.8%
ISWM
1062
Independent Solutions Wealth Management
New York
$2.71M +$26.1K +760 +1%
GBT
1063
Grove Bank & Trust
Florida
$2.71M -$12K -351 -0.5%
CRIG
1064
Charter Research & Investment Group
Connecticut
$2.7M -$1.17K -34 -0%
BTWM
1065
Baker Tilly Wealth Management
Wisconsin
$2.7M -$86.5K -2,521 -3%
CT
1066
Caldwell Trust
Florida
$2.7M +$42.9K +1,251 +2%
CWAG
1067
Compton Wealth Advisory Group
Virginia
$2.7M +$13.8K +403 +0.6%
PWMAG
1068
Pinnacle Wealth Management Advisory Group
New Jersey
$2.69M +$131K +3,817 +6%
LWM
1069
Lodestone Wealth Management
Washington
$2.68M -$31K -902 -1%
CCA
1070
Checchi Capital Advisers
California
$2.68M -$27.7K -807 -1%
FWP
1071
FAS Wealth Partners
Kansas
$2.68M -$23.7K -691 -1%
CA
1072
Clearstead Advisors
Ohio
$2.65M +$79K +2,302 +3%
9WM
1073
9258 Wealth Management
Ohio
$2.65M +$8.17K +238 +0.3%
SHFA
1074
SS&H Financial Advisors
Michigan
$2.65M – – –
SVWAG
1075
Sound View Wealth Advisors Group
Georgia
$2.65M +$310K +9,045 +15%
41 42
43
44 45