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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1176
Vantage Financial Partners (Illinois)
Illinois
$2.07M – – –
MCA
1177
Mendon Capital Advisors
Florida
$2.06M +$2.05M +50,000 New
CWG
1178
Cornerstone Wealth Group
North Carolina
$2.06M +$4.51K +110 +0.2%
CCG
1179
Ceeto Capital Group
Florida
$2.06M – – –
CCT
1180
Country Club Trust
Missouri
$2.05M +$51.5K +1,257 +3%
LA
1181
Legacy Advisors
Pennsylvania
$2.05M – – –
SRC
1182
Shufro Rose & Co
New York
$2.04M -$75.9K -1,851 -4%
CPO
1183
Cerity Partners OCIO
New York
$2.03M +$86.7K +2,114 +4%
JFL
1184
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.03M +$1.19M +28,950 +143%
PWMAG
1185
Pinnacle Wealth Management Advisory Group
New Jersey
$2.02M +$93.1K +2,272 +5%
CS
1186
Cannell & Spears
New York
$2.02M – – –
BWM
1187
BNC Wealth Management
Oregon
$2.02M +$23.2K +565 +1%
GRP
1188
Global Retirement Partners
California
$2M +$82K +2,001 +4%
FSCM
1189
Front Street Capital Management
Montana
$2M -$10.1K -246 -0.5%
PMAS
1190
PNC Managed Account Solutions
Texas
$2M +$1.99M +48,483 New
CWM
1191
Connecticut Wealth Management
Connecticut
$1.99M -$89.8K -2,191 -4%
AIS
1192
AM Investment Strategies
Tennessee
$1.98M +$1.07K +26 +0.1%
MC
1193
Martin & Co
Tennessee
$1.98M -$134K -3,266 -6%
BHBT
1194
Burke & Herbert Bank & Trust
Virginia
$1.98M +$5.86K +143 +0.3%
QCI
1195
Quaker Capital Investments
Pennsylvania
$1.97M – – –
GWCM
1196
Godshalk Welsh Capital Management
Pennsylvania
$1.97M -$10.2K -250 -0.5%
HPCM
1197
High Pointe Capital Management
Illinois
$1.97M -$36.5K -890 -2%
OCPWS
1198
One Charles Private Wealth Services
Massachusetts
$1.97M +$1.95M +47,652 New
BDF
1199
Balasa Dinverno & Foltz
$1.95M +$50K +1,220 +3%
ST
1200
Smithfield Trust
Pennsylvania
$1.95M -$123K -3,000 -6%
46 47
48
49 50