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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1176
Kennedy Investment Group
New Jersey
$2.18M -$35.9K -896 -2%
CCP
1177
Clarkston Capital Partners
Michigan
$2.17M – – –
MMPW
1178
Mitchell McLeod Pugh & Williams
Alabama
$2.17M +$30.1K +751 +1%
BFG
1179
Beacon Financial Group
Texas
$2.15M +$17.2K +428 +0.8%
WTB
1180
Washington Trust Bank
Washington
$2.15M -$15.9K -397 -0.7%
AAS
1181
Ameritas Advisory Services
Nebraska
$2.14M +$75.8K +1,892 +4%
JWM
1182
Jeppson Wealth Management
California
$2.14M -$6.25K -156 -0.3%
IA
1183
IFP Advisors
Florida
$2.13M -$1.79M -44,633 -45%
APG
1184
Abacus Planning Group
South Carolina
$2.13M -$90.4K -2,256 -4%
CFGS
1185
Concourse Financial Group Securities
Alabama
$2.13M +$573K +14,301 +36%
OWA
1186
Octavia Wealth Advisors
Ohio
$2.13M -$65.8K -1,642 -3%
CLA
1187
Carnegie Lake Advisors
New Jersey
$2.11M +$2.14M +53,282 New
LA
1188
Legacy Advisors
Pennsylvania
$2.11M +$203K +5,063 +11%
NAM
1189
NTV Asset Management
West Virginia
$2.11M -$12.4K -310 -0.6%
MYLI
1190
Meiji Yasuda Life Insurance
Japan
$2.09M -$9.27M -231,266 -81%
VT
1191
Vise Technologies
New York
$2.08M +$643K +16,054 +44%
RSS
1192
Rosenblum Silverman Sutton
California
$2.08M -$573K -14,300 -21%
NRS
1193
Neville Rodie & Shaw
New York
$2.08M -$44.7K -1,116 -2%
MCWA
1194
Meadow Creek Wealth Advisors
Georgia
$2.07M +$1.62M +40,522 +344%
GF
1195
Gries Financial
Ohio
$2.07M -$1.5M -37,422 -42%
UWPG
1196
Ullmann Wealth Partners Group
Florida
$2.07M +$823K +20,544 +65%
ECM
1197
EagleClaw Capital Management
Massachusetts
$2.07M -$227K -5,675 -10%
MIM
1198
MTM Investment Management
South Carolina
$2.06M – – –
SRC
1199
Shufro Rose & Co
New York
$2.06M – – –
MP
1200
McDonald Partners
Ohio
$2.06M -$151K -3,762 -7%
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48
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