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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1201
EP Wealth Advisors
California
$1.34M +$868K +28,487 +168%
FNBTCON
1202
First National Bank & Trust Co of Newtown
Pennsylvania
$1.34M -$20.5K -672 -1%
DTL
1203
Dynamic Technology Lab
Singapore
$1.33M -$844K -27,697 -38%
FFA
1204
First Foundation Advisors
California
$1.33M -$39.6K -1,301 -3%
OWIM
1205
Old West Investment Management
California
$1.33M -$259K -8,497 -16%
CI
1206
CX Institutional
Indiana
$1.33M +$69.9K +2,294 +5%
CQS
1207
Credential Qtrade Securities
$1.33M +$1.37M +45,048 New
1WA
1208
180 Wealth Advisors
Washington
$1.32M -$3.69K -121 -0.3%
HAG
1209
HighPoint Advisor Group
Illinois
$1.3M +$518 +17 +0%
KFA
1210
Kelleher Financial Advisors
New York
$1.3M – – –
PNAA
1211
Pictet North America Advisors
Switzerland
$1.3M +$1.34M +44,000 New
PAM
1212
PVG Asset Management
Colorado
$1.29M -$1.76M -57,724 -57%
RCM
1213
RNC Capital Management
California
$1.29M +$169K +5,543 +14%
WA
1214
WBH Advisory
Maryland
$1.27M +$76.2K +2,502 +6%
VSWA
1215
Vontobel Swiss Wealth Advisors
Switzerland
$1.27M -$299K -9,805 -19%
HT
1216
HighTower Trust
Texas
$1.27M -$184K -6,030 -12%
APP
1217
Avantax Planning Partners
Iowa
$1.27M +$135K +4,434 +11%
WCA
1218
Waratah Capital Advisors
Ontario, Canada
$1.27M +$1.04M +34,294 +391%
CG
1219
Caprock Group
Idaho
$1.27M -$2.28K -75 -0.2%
SAM
1220
SignalPoint Asset Management
Missouri
$1.27M +$75.6K +2,483 +6%
WWM
1221
Windsor Wealth Management
Indiana
$1.25M -$13.2K -433 -1%
ARMT
1222
Amica Retiree Medical Trust
Rhode Island
$1.23M -$105K -3,460 -8%
PH
1223
Pinnacle Holdings
Oklahoma
$1.23M +$183 +6 +0%
TFS
1224
TrustCore Financial Services
Tennessee
$1.23M +$92.1K +3,024 +8%
PCG
1225
Private Capital Group
Connecticut
$1.22M +$2.74K +90 +0.2%
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