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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1101
Qsemble Capital Management
New York
$3.29M +$1.12M +26,692 +62%
CAIM
1102
Catherine Avery Investment Management
Florida
$3.28M +$2.56M +60,956 +725%
GSEP
1103
Golden State Equity Partners
California
$3.26M -$252 -6 -0%
TNA
1104
True North Advisors
Texas
$3.26M -$601K -14,296 -17%
CCB
1105
Country Club Bank
Missouri
$3.24M -$37.1K -882 -1%
WAP
1106
Wealthcare Advisory Partners
Pennsylvania
$3.22M +$268K +6,371 +10%
CI
1107
Cigna Investments
Connecticut
$3.22M +$28.9K +688 +1%
AF
1108
Arrow Financial
New York
$3.21M +$70.7K +1,680 +3%
VDBMI
1109
Van Den Berg Management I
Texas
$3.21M +$327K +7,780 +13%
MWM
1110
Modern Wealth Management
Kansas
$3.2M +$237K +5,637 +9%
CCT
1111
Chemung Canal Trust
New York
$3.2M -$1.11M -26,473 -28%
SHFA
1112
SS&H Financial Advisors
Michigan
$3.19M -$43.1K -1,025 -1%
SAI
1113
Systematic Alpha Investments
New Jersey
$3.19M – – –
WG
1114
Winton Group
United Kingdom
$3.19M +$2.23M +52,933 +367%
ZIC
1115
ZWJ Investment Counsel
Georgia
$3.19M -$8.5K -202 -0.3%
EF
1116
Exeter Financial
Arizona
$3.18M +$33.7K +800 +1%
CTC
1117
Cetera Trust Company
Minnesota
$3.17M +$5.26K +125 +0.2%
FA
1118
Fiduciary Alliance
South Carolina
$3.17M +$344K +8,185 +14%
BAAM
1119
Baker Avenue Asset Management
California
$3.16M +$112K +2,671 +4%
SCA
1120
Stonebridge Capital Advisors
Minnesota
$3.15M -$181K -4,311 -6%
LFG
1121
Lazard Frères Gestion
France
$3.14M +$266K +6,318 +11%
SW
1122
SVB Wealth
Massachusetts
$3.13M -$1.53M -36,253 -35%
WPC
1123
Wedmont Private Capital
Pennsylvania
$3.11M +$59.7K +1,419 +2%
JF
1124
Jump Financial
Illinois
$3.11M +$767K +18,227 +38%
SWR
1125
Spahn Wealth & Retirement
Arizona
$3.11M +$2.76M +65,675 New
43 44
45
46 47