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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1176
Lee Capital Management
New York
$1.5M – – –
BW
1177
Bison Wealth
Georgia
$1.5M +$63.1K +2,009 +4%
CCG
1178
Ceeto Capital Group
Florida
$1.5M +$157K +5,000 +11%
RG
1179
Rikoon Group
New Mexico
$1.5M +$109K +3,468 +7%
BCM
1180
Brookstone Capital Management
Illinois
$1.49M +$47.9K +1,524 +3%
GWCM
1181
Godshalk Welsh Capital Management
Pennsylvania
$1.49M -$15.7K -500 -1%
AIM
1182
Advantage Investment Management
Iowa
$1.48M -$243K -7,722 -14%
ADL
1183
Asset Dedication LLC
California
$1.48M -$4.12K -131 -0.3%
BHBT
1184
Burke & Herbert Bank & Trust
Virginia
$1.47M -$75.4K -2,400 -5%
BC
1185
Brinker Capital
Pennsylvania
$1.47M +$51.9K +1,653 +3%
MNBTD
1186
Moody National Bank Trust Division
Texas
$1.46M -$44K -1,400 -3%
IWA
1187
IBEX Wealth Advisors
New Jersey
$1.45M +$31K +987 +2%
KA
1188
Kovack Advisors
Florida
$1.44M -$105K -3,332 -6%
SC
1189
Schulhoff & Co
Ohio
$1.44M -$12.4K -395 -0.8%
GRQ
1190
Gardner Russo & Quinn
Pennsylvania
$1.44M – – –
MRCM
1191
M&R Capital Management
New Jersey
$1.44M +$37.9K +1,206 +3%
MWM
1192
Modera Wealth Management
New Jersey
$1.44M -$31.3K -996 -2%
GAG
1193
GM Advisory Group
New York
$1.41M +$3.14K +100 +0.2%
MC
1194
Mathes Company
New York
$1.41M – – –
LSAG
1195
Lake Street Advisors Group
New Hampshire
$1.4M +$1.47M +46,801 New
BFG
1196
Bouchey Financial Group
New York
$1.4M -$18.3K -583 -1%
FFA
1197
First Foundation Advisors
California
$1.4M +$33.1K +1,053 +2%
CG
1198
Cutler Group
California
$1.39M -$16.6M -528,464 -92%
GBT
1199
Grove Bank & Trust
Florida
$1.39M -$942 -30 -0.1%
BKA
1200
Brick & Kyle Associates
Pennsylvania
$1.39M +$49.8K +1,585 +4%
46 47
48
49 50