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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1126
Baker Avenue Asset Management
California
$2.68M +$135K +3,020 +5%
MFS
1127
Mattson Financial Services
Michigan
$2.67M +$153K +3,426 +6%
SC
1128
Syon Capital
California
$2.66M +$182K +4,093 +7%
AMIM
1129
Aull & Monroe Investment Management
Alabama
$2.66M +$123K +2,765 +5%
SW
1130
Simplicity Wealth
New Jersey
$2.65M +$2.53M +56,678 +822%
CIA
1131
Choate Investment Advisors
Massachusetts
$2.65M -$15.3K -344 -0.5%
ISWM
1132
Independent Solutions Wealth Management
New York
$2.63M -$326K -7,319 -10%
LFG
1133
Larson Financial Group
Missouri
$2.62M +$420K +9,428 +18%
CWM
1134
Cornerstone Wealth Management
Missouri
$2.61M -$11.9K -267 -0.4%
NHC
1135
Nicholas Hoffman & Company
Georgia
$2.59M +$1.51M +33,963 +121%
MWM
1136
Modern Wealth Management
Kansas
$2.59M -$16K -359 -0.6%
WAP
1137
Wealthcare Advisory Partners
Pennsylvania
$2.57M +$7.58K +170 +0.3%
CSA
1138
Cornerstone Select Advisors
Missouri
$2.57M -$112K -2,524 -4%
AIA
1139
Affinity Investment Advisors
California
$2.56M -$110K -2,471 -4%
OL
1140
one8zero8 LLC
North Carolina
$2.56M -$112K -2,520 -4%
ONB
1141
Old National Bancorp
Indiana
$2.53M -$358K -8,036 -12%
PCG
1142
Prosperity Consulting Group
Maryland
$2.53M -$622K -13,960 -19%
ASBI
1143
American State Bank (Iowa)
Iowa
$2.51M +$22.5K +504 +0.8%
LFG
1144
Lazard Frères Gestion
France
$2.5M -$42.3M -949,888 -94%
CGA
1145
Channing Global Advisors
Florida
$2.5M +$4.63K +104 +0.2%
VDBMI
1146
Van Den Berg Management I
Texas
$2.5M -$490K -10,996 -15%
LI
1147
Latash Investments
Alaska
$2.5M – – –
CWAG
1148
Compton Wealth Advisory Group
Virginia
$2.5M -$114K -2,558 -4%
SW
1149
SteelPeak Wealth
California
$2.49M +$156K +3,501 +6%
CA
1150
Carson Advisory
Georgia
$2.49M -$39.7K -892 -1%
44 45
46
47 48