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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1151
Coastline Trust
Rhode Island
$2.28M -$219K -5,716 -9%
LCAM
1152
London & Capital Asset Management
United Kingdom
$2.27M -$1.1M -28,590 -33%
MG
1153
Marex Group
$2.27M +$2.18M +56,984 New
FCCM
1154
First City Capital Management
Georgia
$2.27M -$48.6K -1,269 -2%
V
1155
ViaWealth
Kansas
$2.27M -$59.5K -1,553 -3%
NDSI
1156
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M +$153 +4 +0%
LI
1157
Lafayette Investments
Maryland
$2.25M -$29.2K -762 -1%
PFGIA
1158
Patriot Financial Group Insurance Agency
Massachusetts
$2.24M -$40.9K -1,067 -2%
FBFS
1159
First Business Financial Services
Wisconsin
$2.23M +$68.3K +1,782 +3%
SSW
1160
Smith Shellnut Wilson
Mississippi
$2.23M -$3.83K -100 -0.2%
AF
1161
Advisornet Financial
Minnesota
$2.23M +$1.32M +34,519 +160%
RWB
1162
RMR Wealth Builders
New Jersey
$2.23M +$104K +2,712 +5%
BCP
1163
Berkeley Capital Partners
Georgia
$2.23M -$3.22K -84 -0.1%
CA
1164
Cullinan Associates
Kentucky
$2.22M +$50.4K +1,316 +2%
APG
1165
Abacus Planning Group
South Carolina
$2.22M -$109K -2,855 -5%
KIG
1166
Kennedy Investment Group
New Jersey
$2.22M -$78.1K -2,038 -4%
MP
1167
McDonald Partners
Ohio
$2.21M +$13.6K +354 +0.6%
HCP
1168
Hexagon Capital Partners
Arkansas
$2.21M -$194K -5,075 -8%
RIA
1169
Realta Investment Advisors
Delaware
$2.2M +$34.6K +903 +2%
OWA
1170
Octavia Wealth Advisors
Ohio
$2.2M -$2.84K -74 -0.1%
VA
1171
Vident Advisory
Georgia
$2.19M +$532K +13,880 +34%
AGC
1172
Aspen Grove Capital
Colorado
$2.19M +$2.15K +56 +0.1%
ZIG
1173
Zuckerman Investment Group
Illinois
$2.19M -$77 -2 -0%
CCP
1174
Clarkston Capital Partners
Michigan
$2.18M – – –
LWM
1175
LJI Wealth Management
Indiana
$2.17M -$57.2K -1,493 -3%
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47
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