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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1176
Weatherly Asset Management
California
$268K -$7.05K -439 -2%
SSWM
1177
Sheets Smith Wealth Management
North Carolina
$266K -$5.96K -371 -2%
GCAC
1178
Guardian Capital Advisors (Canada)
Ontario, Canada
$266K +$44.4K +2,763 +24%
PFO
1179
Pathstone Family Office
New Jersey
$266K +$277K +17,255 New
BFM
1180
Boothbay Fund Management
New York
$263K +$275K +17,100 New
SPC
1181
Stewart & Patten Company
California
$262K -$68.2K -4,246 -20%
I2I
1182
Insight 2811 Inc
Illinois
$262K +$274K +17,052 New
AHC
1183
Adell Harriman & Carpenter
Texas
$261K +$33.9K +2,112 +14%
TSW
1184
Thompson Siegel & Walmsley
Virginia
$261K +$3.21K +200 +1%
LBC
1185
Lowe Brockenbrough & Co
Virginia
$260K – – –
EFSCE
1186
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$30.3K -1,889 -10%
BKA
1187
Brick & Kyle Associates
Pennsylvania
$256K -$620K -38,626 -70%
SWA
1188
SFMG Wealth Advisors
Texas
$256K +$267K +16,630 New
EA
1189
Emerald Advisers
Pennsylvania
$255K +$39.9K +2,483 +18%
IP
1190
Investment Partners
Ohio
$254K -$1.19K -74 -0.5%
PFA
1191
Pure Financial Advisors
California
$253K +$46.3K +2,885 +21%
UAS
1192
United Asset Strategies
New York
$252K +$10.9K +679 +4%
FDS
1193
First Dallas Securities
Texas
$250K +$13.2K +819 +5%
CIC
1194
Crawford Investment Counsel
Georgia
$250K +$18.2K +1,133 +8%
HCM
1195
Horrell Capital Management
Arkansas
$244K -$3.29K -205 -1%
SFP
1196
Santa Fe Partners
New Mexico
$242K -$954K -59,386 -79%
SWM
1197
SVA Wealth Management
Wisconsin
$241K – – –
NYLT
1198
New York Life Trust
New York
$241K +$74.6K +4,645 +42%
LDB
1199
Lee, Danner & Bass
Tennessee
$240K -$3.23K -201 -1%
CL
1200
CPWM LLC
Washington
$237K -$71.5K -4,449 -22%
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48
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