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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
O
1076
Ossiam
France
$4.26M +$1.09M +20,542 +36%
MB
1077
MidFirst Bank
Oklahoma
$4.26M +$4.09M +77,370 New
CP
1078
Cornerstone Planning
North Carolina
$4.25M +$4.09M +77,448 New
AIM
1079
Anchor Investment Management
South Carolina
$4.24M -$51.9K -981 -1%
PP
1080
Patten & Patten
Tennessee
$4.23M -$245K -4,643 -6%
LWMM
1081
Legacy Wealth Management (Mississippi)
Mississippi
$4.22M +$602K +11,395 +17%
SF
1082
Slagle Financial
Illinois
$4.21M +$153K +2,892 +4%
DF
1083
Dunhill Financial
United Kingdom
$4.21M +$2.34M +44,246 +137%
GBT
1084
Grove Bank & Trust
Florida
$4.2M -$24.7K -468 -0.6%
SAG
1085
SageView Advisory Group
California
$4.2M -$608K -11,504 -13%
ICP
1086
Ironvine Capital Partners
Nebraska
$4.19M – – –
MWM
1087
Modera Wealth Management
New Jersey
$4.18M +$133K +2,520 +3%
WBC
1088
Westpac Banking Corp
Australia
$4.16M -$4.11M -77,706 -51%
MWM
1089
Massachusetts Wealth Management
Massachusetts
$4.14M +$14.2K +268 +0.4%
WP
1090
Waycross Partners
Kentucky
$4.13M – – –
WPC
1091
Wedmont Private Capital
Pennsylvania
$4.12M +$119K +2,252 +3%
NW
1092
Naviter Wealth
Arkansas
$4.11M -$485K -9,178 -11%
TBA
1093
Tower Bridge Advisors
Pennsylvania
$4.1M +$23.4K +442 +0.6%
TAM
1094
Trust Asset Management
Texas
$4.08M -$141K -2,672 -3%
SACTSONJ
1095
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.07M – – –
WEG
1096
World Equity Group
Illinois
$4.05M +$24.3K +460 +0.6%
MSFS
1097
Main Street Financial Solutions
Pennsylvania
$4.05M -$97.8K -1,850 -2%
PWMAG
1098
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M +$203K +3,835 +6%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$4.02M -$477K -9,028 -11%
UB
1100
Umpqua Bank
Oregon
$4.02M -$132K -2,490 -3%
42 43
44
45 46