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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1076
Boston Financial Management
Massachusetts
$470K -$1.23M -91,350 -72%
CIC
1077
Carnegie Investment Counsel
Ohio
$467K -$15.7K -1,165 -3%
RFS
1078
Rockefeller Financial Services
New York
$461K -$4K -296 -0.9%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$458K +$28.2K +2,087 +7%
CG
1080
Caprock Group
Idaho
$458K +$458K +33,896 New
TNBTD
1081
Trustmark National Bank Trust Department
Mississippi
$456K +$13.7K +1,012 +3%
KC
1082
Kingfisher Capital
North Carolina
$455K -$1.43M -106,121 -76%
SA
1083
Strategic Advisors
New York
$455K -$43K -3,186 -9%
FHC
1084
First Heartland Consultants
Missouri
$455K +$8.27K +613 +2%
SLA
1085
Silver Lake Advisory
Utah
$454K +$6.91K +512 +2%
CAL
1086
Capital Analysts LLC
Pennsylvania
$454K -$384K -28,449 -46%
PCM
1087
Pointe Capital Management
Michigan
$453K +$4.87K +361 +1%
CCC
1088
Chelsea Counsel Company
California
$449K – – –
EWM
1089
Evercore Wealth Management
New York
$446K -$49.9K -3,695 -10%
AGA
1090
Accuvest Global Advisors
Utah
$446K +$446K +33,020 New
PAM
1091
PT Asset Management
Illinois
$445K -$254K -18,805 -36%
AC
1092
Addison Capital
Pennsylvania
$442K +$5.04K +373 +1%
RMAM
1093
Raab & Moskowitz Asset Management
New Jersey
$440K +$28.4K +2,104 +7%
BL
1094
Balentine LLC
Georgia
$433K -$64.4K -4,771 -13%
HAG
1095
HighPoint Advisor Group
Illinois
$433K +$14.8K +1,093 +4%
SFWA
1096
Summit Financial Wealth Advisors
Louisiana
$429K +$27.3K +2,026 +7%
OIA
1097
Optimum Investment Advisors
Illinois
$425K +$283 +21 +0.1%
SFA
1098
Sequoia Financial Advisors
Ohio
$423K +$422K +31,273 New
LWM
1099
LBA Wealth Management
Florida
$422K +$29.4K +2,175 +7%
TCOV
1100
Trust Company of Vermont
Vermont
$419K – – –
42 43
44
45 46