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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1151
EP Wealth Advisors
California
$215K -$36.9K -2,377 -15%
BBNB
1152
Baker Boyer National Bank
Washington
$215K +$3.45K +222 +2%
GJIC
1153
Gamble Jones Investment Counsel
California
$214K +$16.5K +1,065 +8%
AWP
1154
Ascent Wealth Partners
New York
$214K +$216K +13,892 New
MTIM
1155
Marathon Trading Investment Management
Pennsylvania
$214K +$216K +13,928 New
TNBTD
1156
Trustmark National Bank Trust Department
Mississippi
$210K -$144K -9,251 -40%
UAS
1157
United Asset Strategies
New York
$209K -$18.5K -1,194 -8%
RAM
1158
Riggs Asset Management
Pennsylvania
$207K -$1.55K -100 -0.7%
LPT
1159
Legacy Private Trust
Wisconsin
$206K +$208K +13,389 New
BT
1160
Brandywine Trust
Delaware
$205K – – –
IMS
1161
Index Management Solutions
Pennsylvania
$204K -$1.65M -106,099 -89%
JWBC
1162
J.W. Burns & Co
New York
$203K -$18.7K -1,206 -8%
SGCA
1163
Steel Grove Capital Advisors
Tennessee
$203K -$16.8K -1,080 -8%
VFP
1164
Verus Financial Partners
Virginia
$203K +$31 +2 +0%
LCM
1165
LVM Capital Management
Michigan
$202K – – –
MPWT
1166
MassMutual Private Wealth & Trust
Connecticut
$201K +$132K +8,473 +184%
BFPW
1167
BOK Financial Private Wealth
Colorado
$199K +$201K +12,960 New
TFO
1168
Tarbox Family Office
California
$198K -$2.02K -130 -1%
CCT
1169
Capital City Trust
Florida
$197K -$32.7K -2,104 -14%
MIAN
1170
Mariner Independent Advisor Network
Kansas
$196K +$198K +12,728 New
HWA
1171
Heritage Wealth Advisors
Virginia
$194K – – –
SYBT
1172
Stock Yards Bank & Trust
Kentucky
$194K +$1.55K +100 +0.8%
PAG
1173
Pinnacle Advisory Group
Maryland
$192K -$47.6K -3,066 -20%
UR
1174
USCA RIA
Texas
$192K -$31.1K -2,000 -14%
UF
1175
Univest Financial
Pennsylvania
$192K -$13.6K -876 -7%
45 46
47
48 49