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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
1176
Mason Investment Advisory Services
Virginia
$1.02M +$292K +9,734 +26%
WPC
1177
White Pine Capital
Minnesota
$1.01M – – –
WSFS
1178
Wilmington Savings Fund Society
Delaware
$1.01M +$226K +7,543 +19%
QI
1179
Qtron Investments
Massachusetts
$1.01M +$282K +9,400 +25%
SS
1180
Sunbelt Securities
Texas
$1M -$1.63M -54,288 -56%
VFPI
1181
Vantage Financial Partners (Illinois)
Illinois
$1M – – –
CTA
1182
Colonial Trust Advisors
South Carolina
$1M +$10.1K +336 +0.7%
PGWM
1183
Parisi Gray Wealth Management
New Jersey
$1M +$19K +633 +1%
PCG
1184
Private Capital Group
Connecticut
$999K +$49.7K +1,657 +4%
SFG
1185
Sather Financial Group
Texas
$998K -$895K -29,843 -39%
CCG
1186
Cypress Capital Group
Florida
$994K -$322K -10,729 -19%
CG
1187
Caprock Group
Idaho
$994K -$68.4K -2,283 -5%
OFW
1188
Omnia Family Wealth
Florida
$990K -$57.5K -1,918 -4%
AA
1189
Argent Advisors
Louisiana
$990K +$190K +6,339 +16%
BOM
1190
Bank of Marin
California
$986K -$387K -12,897 -22%
MC
1191
Miramar Capital
Illinois
$979K -$1.35M -45,132 -49%
ARMT
1192
Amica Retiree Medical Trust
Rhode Island
$978K – – –
WA
1193
WBH Advisory
Maryland
$974K -$54.2K -1,807 -4%
LWCFA
1194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$971K -$194K -6,469 -12%
TAIM
1195
TD Ameritrade Investment Management
Nebraska
$969K +$129K +4,289 +10%
OC
1196
Oarsman Capital
Wisconsin
$963K -$182K -6,068 -12%
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$962K -$224K -7,482 -14%
ICM
1198
IMS Capital Management
Oregon
$960K -$168K -5,615 -11%
KFA
1199
Kelleher Financial Advisors
New York
$959K -$11.3K -377 -0.8%
RWA
1200
Ropes Wealth Advisors
Massachusetts
$957K +$414K +13,821 +44%
46 47
48
49 50