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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1126
SevenBridge Financial Group
Pennsylvania
$3.17M -$218K -4,231 -7%
SGI
1127
Summit Global Investments
Utah
$3.17M +$866K +16,784 +35%
APG
1128
Abacus Planning Group
South Carolina
$3.17M +$127K +2,461 +4%
BAM
1129
BOCHK Asset Management
Hong Kong
$3.17M +$2.01M +39,000 +150%
EF
1130
Exeter Financial
Arizona
$3.16M – – –
SCA
1131
Stonebridge Capital Advisors
Minnesota
$3.15M -$38.5K -747 -1%
TW
1132
TritonPoint Wealth
Maryland
$3.14M -$352K -6,827 -10%
BB
1133
Berkshire Bank
Massachusetts
$3.14M -$112K -2,179 -3%
CTC
1134
Cetera Trust Company
Minnesota
$3.13M -$144K -2,800 -4%
LAM
1135
L2 Asset Management
Massachusetts
$3.12M +$190K +3,686 +6%
CWM
1136
Cornerstone Wealth Management
Missouri
$3.12M -$10.1K -196 -0.3%
TSWM
1137
Triangle Securities Wealth Management
North Carolina
$3.12M -$35.5K -688 -1%
BCM
1138
Brookmont Capital Management
Texas
$3.11M +$148K +2,867 +5%
CSA
1139
Cornerstone Select Advisors
Missouri
$3.11M +$74.5K +1,444 +2%
CPIG
1140
Chicago Partners Investment Group
Illinois
$3.11M +$304K +5,895 +11%
GH
1141
GLP Holdings
Georgia
$3.11M – – –
JSW
1142
Journey Strategic Wealth
New Jersey
$3.09M +$618K +11,975 +23%
CI
1143
Cigna Investments
Connecticut
$3.07M -$86.6K -1,678 -3%
AF
1144
Arrow Financial
New York
$3.06M -$117K -2,260 -3%
ASBI
1145
American State Bank (Iowa)
Iowa
$3.06M +$67.9K +1,316 +2%
EW
1146
Evoke Wealth
California
$3.05M -$858K -16,627 -21%
BHC
1147
Bull Harbor Capital
Maryland
$3.05M +$3.23M +62,505 New
NB
1148
NBT Bank
New York
$3.05M +$139K +2,702 +5%
KF
1149
KKM Financial
Illinois
$3.04M – – –
GAG
1150
GM Advisory Group
New York
$3.04M +$43K +833 +1%
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