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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRQ
1101
Gardner Russo & Quinn
Pennsylvania
$1.19M +$14K +600 +1%
CWP
1102
Capital Wealth Planning
Florida
$1.19M +$771K +33,061 +207%
FNBT
1103
FineMark National Bank & Trust
Florida
$1.19M -$25.3K -1,084 -2%
AP
1104
AHL Partners
United Kingdom
$1.18M -$908K -38,948 -44%
IWA
1105
IBEX Wealth Advisors
New Jersey
$1.18M +$6.76K +290 +0.6%
KTA
1106
Keeley-Teton Advisors
Illinois
$1.17M -$136K -5,850 -11%
SC
1107
Schulhoff & Co
Ohio
$1.17M +$396 +17 +0%
TP
1108
Truvvo Partners
New York
$1.17M – – –
BW
1109
Bison Wealth
Georgia
$1.17M +$59.4K +2,549 +6%
PWAP
1110
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.17M +$323K +13,845 +40%
3C
1111
361 Capital
Colorado
$1.15M -$5.75M -246,471 -84%
FNBTCON
1112
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M – – –
PWS
1113
Peloton Wealth Strategists
Indiana
$1.14M +$23.3K +1,000 +2%
TBA
1114
Train Babcock Advisors
New York
$1.13M -$30.2K -1,296 -3%
FMLI
1115
Fukoku Mutual Life Insurance
Japan
$1.13M – – –
BBI
1116
Baxter Bros Inc
Connecticut
$1.13M +$72.8K +3,123 +7%
AT
1117
Arden Trust
Delaware
$1.12M +$64.9K +2,784 +6%
BSW
1118
Buckingham Strategic Wealth
Missouri
$1.1M -$13.7K -589 -1%
HK
1119
Horizon Kinetics
New York
$1.1M +$28.4K +1,218 +3%
CS
1120
Credential Securities
$1.09M -$53.7K -2,303 -5%
BAC
1121
Boys Arnold & Co
North Carolina
$1.09M +$18.1K +775 +2%
TDC
1122
Thompson Davis & Co
Virginia
$1.09M -$130K -5,558 -11%
PAMG
1123
Patton Albertson Miller Group
Tennessee
$1.08M -$217K -9,308 -17%
TWI
1124
Thomas White International
Illinois
$1.08M – – –
BC
1125
Burney Company
Virginia
$1.07M -$57.1K -2,450 -5%
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45
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