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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1126
SignatureFD
Georgia
$1.61M +$348K +12,607 +30%
VSWA
1127
Vontobel Swiss Wealth Advisors
Switzerland
$1.6M +$1.49M +54,157 New
GG
1128
Gofen & Glossberg
Illinois
$1.6M +$11.8K +428 +0.8%
RMAM
1129
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$12.1K -439 -0.8%
PVWM
1130
Point View Wealth Management
New Jersey
$1.59M -$32.8K -1,191 -2%
PWAP
1131
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.58M +$143K +5,196 +11%
JWBC
1132
J.W. Burns & Co
New York
$1.58M +$300K +10,891 +25%
SSW
1133
Smith Shellnut Wilson
Mississippi
$1.57M -$139K -5,043 -9%
PAM
1134
Pegasus Asset Management
New York
$1.56M +$1.46M +52,810 New
FNBT
1135
FineMark National Bank & Trust
Florida
$1.56M +$87K +3,155 +6%
AT
1136
Arden Trust
Delaware
$1.55M -$80.1K -2,907 -5%
GIA
1137
GHP Investment Advisors
Colorado
$1.54M +$29.8K +1,080 +2%
AAS
1138
Annex Advisory Services
Wisconsin
$1.54M +$129K +4,696 +10%
GC
1139
Grimes & Company
Massachusetts
$1.54M +$48K +1,740 +3%
VFPI
1140
Vantage Financial Partners (Illinois)
Illinois
$1.53M +$91K +3,300 +7%
BSW
1141
Buckingham Strategic Wealth
Missouri
$1.53M +$174K +6,314 +14%
AAM
1142
Ascension Asset Management
New York
$1.53M +$1.43M +51,806 New
BTNA
1143
Bremer Trust National Association
Minnesota
$1.53M +$100K +3,636 +8%
BHBT
1144
Burke & Herbert Bank & Trust
Virginia
$1.52M -$1.38K -50 -0.1%
KA
1145
Kovack Advisors
Florida
$1.52M +$416K +15,109 +42%
FPFS
1146
First Personal Financial Services
North Carolina
$1.51M -$46K -1,670 -3%
WPC
1147
White Pine Capital
Minnesota
$1.51M +$2.76K +100 +0.2%
CIC
1148
Carnegie Investment Counsel
Ohio
$1.49M +$538K +19,528 +67%
PWS
1149
Peloton Wealth Strategists
Indiana
$1.49M +$35.8K +1,300 +3%
MNBTD
1150
Moody National Bank Trust Division
Texas
$1.48M – – –
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