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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1076
Checchi Capital Advisers
California
$3.58M +$149K +2,895 +4%
PMA
1077
Prudent Man Advisors
Illinois
$3.57M +$1.51M +29,274 +67%
FNBOO
1078
First National Bank of Omaha
Nebraska
$3.53M -$159K -3,078 -4%
UB
1079
Umpqua Bank
Oregon
$3.52M -$38.8K -751 -1%
SIC
1080
Samalin Investment Counsel
New York
$3.52M -$8.77K -170 -0.2%
GH
1081
GAM Holding
Switzerland
$3.5M -$1.99M -38,650 -35%
BFA
1082
Beaumont Financial Advisors
Massachusetts
$3.49M -$78K -1,512 -2%
PWMAG
1083
Pinnacle Wealth Management Advisory Group
New Jersey
$3.49M -$90.3K -1,749 -2%
WAP
1084
Wealthcare Advisory Partners
Pennsylvania
$3.48M -$74.4K -1,442 -2%
HZ
1085
Hixon Zuercher
Ohio
$3.48M +$37.6K +728 +1%
OWIM
1086
Old West Investment Management
California
$3.48M – – –
CRIG
1087
Charter Research & Investment Group
Connecticut
$3.47M +$24.8K +480 +0.7%
DCM
1088
Delta Capital Management
New Jersey
$3.46M -$10.3K -200 -0.3%
SWM
1089
Shrier Wealth Management
California
$3.44M -$94K -1,822 -3%
IA
1090
Integrity Alliance
Iowa
$3.44M +$1.73M +33,536 +90%
IAN
1091
Integrated Advisors Network
Texas
$3.44M -$2.28M -44,164 -38%
CW
1092
CreativeOne Wealth
Kansas
$3.44M -$770K -14,914 -17%
JIP
1093
Jaffetilchin Investment Partners
Florida
$3.44M -$1.01M -19,543 -22%
LFS
1094
Lighthouse Financial Services
California
$3.43M -$71.4K -1,384 -2%
MNBTD
1095
Moody National Bank Trust Division
Texas
$3.43M -$1.65K -32 -0%
NHC
1096
Nicholas Hoffman & Company
Georgia
$3.43M -$103K -2,001 -3%
SVWAG
1097
Sound View Wealth Advisors Group
Georgia
$3.42M -$4.8K -93 -0.1%
CFIA
1098
Cantor Fitzgerald Investment Advisors
New York
$3.42M -$914K -17,715 -20%
PAM
1099
Paradigm Asset Management
New York
$3.41M – – –
CCT
1100
Chemung Canal Trust
New York
$3.41M -$1.55K -30 -0%
42 43
44
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