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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1076
Charter Research & Investment Group
Connecticut
$3.23M -$8.8K -200 -0.3%
ACM
1077
Advisors Capital Management
New Jersey
$3.23M -$136K -3,099 -4%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$3.2M +$107K +2,442 +3%
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$3.19M -$140K -3,180 -4%
BCM
1080
Brookmont Capital Management
Texas
$3.19M -$116K -2,633 -4%
TBA
1081
Tower Bridge Advisors
Pennsylvania
$3.18M +$4.22K +96 +0.1%
HIC
1082
Holderness Investments Company
North Carolina
$3.18M -$5.28K -120 -0.2%
MWM
1083
Massachusetts Wealth Management
Massachusetts
$3.17M +$106K +2,400 +3%
NL
1084
NWAM LLC
Washington
$3.16M -$24.5K -557 -0.8%
TW
1085
TritonPoint Wealth
Maryland
$3.15M -$35.4K -805 -1%
CCIA
1086
Campbell & Co Investment Adviser
Maryland
$3.14M +$3.14M +71,336 New
SVWAG
1087
Sound View Wealth Advisors Group
Georgia
$3.13M +$41.6K +945 +1%
GM
1088
GeoWealth Management
Illinois
$3.13M +$306K +6,966 +11%
JIP
1089
Jaffetilchin Investment Partners
Florida
$3.13M +$39K +886 +1%
FFA
1090
Farther Finance Advisors
California
$3.12M -$5.76M -130,854 -65%
VDBMI
1091
Van Den Berg Management I
Texas
$3.12M -$117K -2,664 -4%
SCA
1092
Stonebridge Capital Advisors
Minnesota
$3.11M -$28.1K -638 -0.9%
SWM
1093
Spire Wealth Management
Virginia
$3.1M +$70.1K +1,593 +2%
VT
1094
Vise Technologies
New York
$3.09M +$784K +17,823 +34%
ISWM
1095
Independent Solutions Wealth Management
New York
$3.09M +$92.6K +2,105 +3%
SWP
1096
Sagespring Wealth Partners
Tennessee
$3.09M +$3.09M +70,248 New
CCB
1097
Country Club Bank
Missouri
$3.08M +$109K +2,471 +4%
SAG
1098
SageView Advisory Group
California
$3.08M +$1.01M +22,986 +49%
SHFA
1099
SS&H Financial Advisors
Michigan
$3.06M -$11K -250 -0.4%
IIC
1100
Integrated Investment Consultants
Michigan
$3.05M +$1.5M +34,065 +96%
42 43
44
45 46