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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1226
Atlantic Union Bankshares
Virginia
$218K -$39.7K -2,472 -15%
SYBT
1227
Stock Yards Bank & Trust
Kentucky
$218K +$24.5K +1,525 +12%
SCM
1228
Sterneck Capital Management
Missouri
$217K +$226K +14,100 New
ST
1229
Sentinel Trust
Texas
$216K – – –
SGS
1230
Sterling Global Strategies
California
$215K -$4.14K -258 -2%
MCC
1231
Mid Continent Capital
Illinois
$214K +$36K +2,244 +19%
PPSG
1232
Princeton Portfolio Strategies Group
New Jersey
$213K -$1.61K -100 -0.7%
ST
1233
Smithfield Trust
Pennsylvania
$212K +$48.2K +3,000 +28%
WA
1234
WBH Advisory
Maryland
$211K +$4.83K +301 +2%
RPGK
1235
Retirement Planning Group (Kansas)
Kansas
$207K -$10.4K -650 -5%
AWM
1236
Altavista Wealth Management
North Carolina
$207K – – –
IF
1237
IRON Financial
Illinois
$206K -$83.8K -5,218 -28%
LNC
1238
Lincoln National Corp
Pennsylvania
$206K +$33.1K +2,064 +18%
KCM
1239
Kanawha Capital Management
Virginia
$205K -$9.96K -620 -4%
BT
1240
Brandywine Trust
Delaware
$205K – – –
RAM
1241
Riggs Asset Management
Pennsylvania
$205K – – –
BA
1242
BKS Advisors
Michigan
$205K +$214K +13,317 New
TFO
1243
Tarbox Family Office
California
$203K -$257 -16 -0.1%
LCM
1244
LVM Capital Management
Michigan
$203K – – –
GWS
1245
Glassman Wealth Services
Virginia
$200K -$24.1K -1,500 -10%
VFP
1246
Verus Financial Partners
Virginia
$200K -$4.53K -282 -2%
BFPW
1247
BOK Financial Private Wealth
Colorado
$200K – – –
GAM
1248
Gotham Asset Management
New York
$200K +$208K +12,966 New
CCT
1249
Capital City Trust
Florida
$197K – – –
AIM
1250
Artemis Investment Management
United Kingdom
$197K +$205K +12,794 New
48 49
50
51 52