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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1226
Delta Asset Management
Tennessee
$182K +$16.7K +990 +10%
VIA
1227
Vantage Investment Advisors
Pennsylvania
$179K +$5.05K +300 +3%
MWM
1228
Modera Wealth Management
New Jersey
$178K – – –
BOS
1229
Bingham Osborn & Scarborough
California
$177K +$173K +10,268 New
OCM
1230
Oakwood Capital Management
California
$176K +$172K +10,238 New
PCM
1231
Palisade Capital Management
New Jersey
$174K – – –
LPC
1232
Loeb Partners Corp
New York
$173K -$168K -10,000 -50%
AUB
1233
Atlantic Union Bankshares
Virginia
$173K +$212K +12,583 New
CCMU
1234
Cheyne Capital Management (UK)
United Kingdom
$172K – – –
IAM
1235
ICM Asset Management
Washington
$172K – – –
SCM
1236
Silver Capital Management
New York
$172K – – –
JIC
1237
Joel Isaacson & Co
New York
$170K +$2.59K +154 +2%
PFSC
1238
Peoples Financial Services Corp
Pennsylvania
$168K -$35.3K -2,100 -18%
RFS
1239
Rockefeller Financial Services
New York
$156K – – –
WG
1240
Welch Group
Alabama
$156K +$4.05K +241 +3%
TWA
1241
TCI Wealth Advisors
Arizona
$152K -$71.7K -4,264 -33%
VNB
1242
Valley National Bancorp
New York
$150K -$1.02M -60,750 -87%
NC
1243
NewSquare Capital
Pennsylvania
$150K – – –
KTC
1244
Kistler-Tiffany Companies
Pennsylvania
$147K -$14K -832 -9%
AWM
1245
Avior Wealth Management
Nebraska
$145K +$142K +8,416 New
RFA
1246
Reilly Financial Advisors
California
$144K -$29.2K -1,733 -17%
FNBSF
1247
First National Bank Sioux Falls
South Dakota
$143K – – –
LWM
1248
LBA Wealth Management
Florida
$140K +$2.1K +125 +2%
SC
1249
Saturna Capital
Washington
$138K – – –
NIM
1250
NuWave Investment Management
New Jersey
$126K -$779K -46,294 -86%
48 49
50
51 52