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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1101
Exeter Financial
Arizona
$1.21M +$141K +4,700 +9%
AAM
1102
AR Asset Management
California
$1.2M – – –
UH
1103
Unigestion Holding
Switzerland
$1.2M +$1.69M +56,490 New
BC
1104
Burney Company
Virginia
$1.18M -$117K -3,891 -7%
VVP
1105
Venture Visionary Partners
Ohio
$1.17M +$387K +12,913 +31%
EI
1106
Ethic Inc
New York
$1.16M +$49K +1,636 +3%
IAMOG
1107
Investors Asset Management of Georgia
Georgia
$1.16M -$86.8K -2,897 -5%
BJL
1108
Brighton Jones LLC
Washington
$1.16M -$71.6K -2,389 -4%
SW
1109
SlateStone Wealth
Florida
$1.16M +$122K +4,072 +8%
CG
1110
Cynosure Group
Utah
$1.16M +$939K +31,327 +135%
CCM
1111
Compton Capital Management
Rhode Island
$1.16M -$1.15M -38,277 -41%
AIM
1112
AMI Investment Management
Indiana
$1.16M +$1.63M +54,438 New
CSIC
1113
Clifford Swan Investment Counsel
California
$1.15M +$42K +1,400 +3%
CBN
1114
Cadence Bank NA
Texas
$1.15M +$407K +13,589 +33%
OCPWS
1115
One Charles Private Wealth Services
Massachusetts
$1.15M -$23.1K -772 -1%
BCM
1116
Brookstone Capital Management
Illinois
$1.15M +$102K +3,412 +7%
HAG
1117
HighPoint Advisor Group
Illinois
$1.15M -$384K -12,803 -20%
SCP
1118
Shorepoint Capital Partners
Massachusetts
$1.15M +$21.7K +723 +1%
IAS
1119
Investment Advisory Services
Texas
$1.15M +$362K +12,088 +29%
FFA
1120
First Foundation Advisors
California
$1.14M +$259K +8,625 +19%
BWM
1121
Buckley Wealth Management
Nevada
$1.14M +$125K +4,175 +8%
LSPW
1122
Lake Street Private Wealth
Illinois
$1.14M -$281K -9,378 -15%
WWM
1123
Western Wealth Management
Colorado
$1.14M +$48.3K +1,610 +3%
RDWM
1124
Red Door Wealth Management
Tennessee
$1.14M +$375K +12,499 +30%
ZCA
1125
Zeke Capital Advisors
Pennsylvania
$1.14M -$5.19M -173,048 -76%
43 44
45
46 47