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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1126
Lake Street Advisors Group
New Hampshire
$2.25M +$486K +12,075 +30%
EF
1127
Exeter Financial
Arizona
$2.24M -$22.2K -550 -1%
SWA
1128
Stratos Wealth Advisors
Ohio
$2.24M -$47.3K -1,173 -2%
HCP
1129
Hexagon Capital Partners
Arkansas
$2.24M +$15.3K +381 +0.7%
CPO
1130
Cerity Partners OCIO
New York
$2.24M +$139K +3,455 +7%
GI
1131
GS Investments
Minnesota
$2.23M +$2.12M +52,596 New
MIM
1132
MTM Investment Management
South Carolina
$2.22M -$48.3K -1,198 -2%
RIA
1133
Realta Investment Advisors
Delaware
$2.22M -$46.8K -1,161 -2%
HFM
1134
Hartford Financial Management
Connecticut
$2.2M -$17.6K -438 -0.8%
GWCM
1135
Godshalk Welsh Capital Management
Pennsylvania
$2.2M -$4.03K -100 -0.2%
MA
1136
Mutual Advisors
Nebraska
$2.2M -$12.1K -300 -0.6%
HBT
1137
Heartland Bank & Trust
Illinois
$2.19M +$893K +22,167 +75%
SA
1138
Strategic Advisors
New York
$2.19M -$160K -3,973 -7%
CCT
1139
Country Club Trust
Missouri
$2.18M +$24.9K +619 +1%
QI
1140
Qtron Investments
Massachusetts
$2.18M -$186K -4,622 -8%
6M
1141
6 Meridian
Kansas
$2.18M -$1.12M -27,916 -35%
BCM
1142
Breiter Capital Management
Florida
$2.18M – – –
DCM
1143
Dimension Capital Management
Florida
$2.18M – – –
EWA
1144
Exencial Wealth Advisors
Oklahoma
$2.17M +$612K +15,205 +42%
WTB
1145
Washington Trust Bank
Washington
$2.17M -$74.6K -1,853 -3%
BKA
1146
Brick & Kyle Associates
Pennsylvania
$2.17M +$403 +10 +0%
LA
1147
Legacy Advisors
Pennsylvania
$2.16M +$49.5K +1,230 +2%
CTA
1148
Colonial Trust Advisors
South Carolina
$2.16M +$81 +2 +0%
MMPW
1149
Mitchell McLeod Pugh & Williams
Alabama
$2.15M +$403 +10 +0%
JWM
1150
Jeppson Wealth Management
California
$2.15M -$5.64K -140 -0.3%
44 45
46
47 48