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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1101
Systematic Alpha Investments
New Jersey
$1.85M – – –
WCM
1102
Wunderlich Capital Managemnt
Tennessee
$1.85M +$12.6K +426 +0.6%
V
1103
ViaWealth
Kansas
$1.84M +$25.4K +858 +1%
ECM
1104
Exchange Capital Management
Michigan
$1.83M -$57K -1,925 -3%
DIP
1105
Davis Investment Partners
North Carolina
$1.83M -$73K -2,469 -3%
PSB
1106
Piscataqua Savings Bank
New Hampshire
$1.81M -$30.1K -1,018 -2%
CCA
1107
Cobblestone Capital Advisors
New York
$1.81M -$60.4K -2,040 -3%
NRS
1108
Neville Rodie & Shaw
New York
$1.8M -$32.5K -1,100 -2%
SCA
1109
Stonebridge Capital Advisors
Minnesota
$1.79M +$69K +2,332 +4%
CWAG
1110
Compton Wealth Advisory Group
Virginia
$1.79M +$61.9K +2,092 +3%
ONB
1111
Old National Bancorp
Indiana
$1.79M -$144K -4,866 -7%
VI
1112
Versor Investments
New York
$1.79M +$1.93M +65,400 New
SWM
1113
SeaCrest Wealth Management
New York
$1.79M -$12.1K -408 -0.6%
ASBI
1114
American State Bank (Iowa)
Iowa
$1.79M +$13.6K +458 +0.7%
CWC
1115
Carolinas Wealth Consulting
North Carolina
$1.79M -$85.1K -2,878 -4%
CW
1116
CreativeOne Wealth
Kansas
$1.78M +$774K +26,160 +67%
CIP
1117
Convergence Investment Partners
Florida
$1.77M +$6.18K +209 +0.3%
CA
1118
Clearstead Advisors
Ohio
$1.77M +$197K +6,644 +11%
AA
1119
Argent Advisors
Louisiana
$1.77M +$32.8K +1,109 +2%
HCP
1120
Hexagon Capital Partners
Arkansas
$1.76M +$72.7K +2,456 +4%
LWM
1121
Lodestone Wealth Management
Washington
$1.76M -$179K -6,060 -9%
IW
1122
Imprint Wealth
South Carolina
$1.75M -$173K -5,855 -8%
JAFL
1123
Jay A. Fishman Ltd
Michigan
$1.73M -$213K -7,200 -10%
CAAS
1124
Capital Asset Advisory Services
Michigan
$1.73M +$274K +9,260 +17%
QI
1125
Qtron Investments
Massachusetts
$1.72M -$65.4K -2,211 -3%
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45
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