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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1226
PL Capital Advisors
Florida
$1.21M – – –
FNFDCM
1227
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.21M – – –
TSS
1228
Two Sigma Securities
New York
$1.21M -$243K -8,458 -17%
TFS
1229
TrustCore Financial Services
Tennessee
$1.2M +$53.1K +1,845 +5%
IUHSA
1230
Itau Unibanco Holding S.A.
Brazil
$1.2M – – –
LFAS
1231
Level Four Advisory Services
Texas
$1.2M +$12.5K +434 +1%
APP
1232
Avantax Planning Partners
Iowa
$1.2M -$289K -10,034 -20%
JCM
1233
Jacobi Capital Management
Pennsylvania
$1.2M -$57.2K -1,989 -5%
CWP
1234
Capital Wealth Planning
Florida
$1.2M -$37.9K -1,318 -3%
DI
1235
Diligent Investors
California
$1.19M -$24.4K -847 -2%
CL
1236
Choreo LLC
Illinois
$1.19M +$18.9K +656 +2%
PH
1237
Pinnacle Holdings
Oklahoma
$1.19M – – –
WWM
1238
Windsor Wealth Management
Indiana
$1.19M -$105K -3,637 -8%
SAM
1239
SignalPoint Asset Management
Missouri
$1.19M -$86.3K -3,000 -7%
SVWAG
1240
Sound View Wealth Advisors Group
Georgia
$1.17M -$67.3K -2,342 -6%
CBT
1241
Capital Bank & Trust
California
$1.17M +$743K +25,832 +181%
WSFS
1242
Wilmington Savings Fund Society
Delaware
$1.17M +$18.7K +651 +2%
BOC
1243
Barbara Oil Co
Illinois
$1.17M – – –
UWPG
1244
Ullmann Wealth Partners Group
Florida
$1.17M – – –
HJMC
1245
Hellman Jordan Management Company
Massachusetts
$1.17M – – –
LJAC
1246
L.J. Altfest & Co
New York
$1.16M -$223K -7,767 -16%
HI
1247
HBK Investments
Texas
$1.16M +$1.14M +39,759 New
TAIM
1248
TD Ameritrade Investment Management
Nebraska
$1.16M +$199K +6,927 +21%
PBT
1249
Pictet Bank & Trust
Bahamas
$1.16M – – –
EWA
1250
Exencial Wealth Advisors
Oklahoma
$1.15M -$93.6K -3,255 -8%
48 49
50
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