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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1226
Kelleher Financial Advisors
New York
$1.6M +$45.6K +1,412 +3%
RCM
1227
RNC Capital Management
California
$1.6M +$198K +6,136 +16%
PCG
1228
Private Capital Group
Connecticut
$1.6M -$78.7K -2,436 -5%
HCM
1229
Highlander Capital Management
New Jersey
$1.59M -$210K -6,500 -13%
SOAMC
1230
Spirit of America Management Corp
New York
$1.59M – – –
FFA
1231
First Foundation Advisors
California
$1.59M +$975K +30,171 +201%
BCA
1232
Berman Capital Advisors
Georgia
$1.58M -$19.5K -604 -1%
SCC
1233
Steel Canyon Capital
Arizona
$1.58M +$1.45M +45,000 New
FNBTCON
1234
First National Bank & Trust Co of Newtown
Pennsylvania
$1.58M -$3.78K -117 -0.3%
SWA
1235
Sutton Wealth Advisors
Florida
$1.57M +$25.7K +795 +2%
OPS
1236
Orion Portfolio Solutions
Nebraska
$1.57M +$1.44M +44,560 New
HJMC
1237
Hellman Jordan Management Company
Massachusetts
$1.56M +$142K +4,398 +11%
RCM
1238
Requisite Capital Management
Texas
$1.55M – – –
BP
1239
BBR Partners
New York
$1.55M +$1.42M +44,039 New
MMPW
1240
Mitchell McLeod Pugh & Williams
Alabama
$1.55M -$7.01K -217 -0.5%
PWM
1241
Perigon Wealth Management
California
$1.55M -$42.3K -1,308 -3%
GFPC
1242
Global Financial Private Client
Florida
$1.53M +$1.41M +43,569 New
MCM
1243
Maltese Capital Management
New York
$1.53M -$210K -6,500 -13%
ASC
1244
Atalanta Sosnoff Capital
New York
$1.52M +$1.12M +34,717 +408%
WWM
1245
Windsor Wealth Management
Indiana
$1.51M +$7.69K +238 +0.6%
SVWAG
1246
Sound View Wealth Advisors Group
Georgia
$1.51M +$93.9K +2,906 +7%
BKA
1247
Brick & Kyle Associates
Pennsylvania
$1.51M -$45.8K -1,416 -3%
RIA
1248
Realta Investment Advisors
Delaware
$1.5M -$139K -4,291 -9%
BFG
1249
Bouchey Financial Group
New York
$1.5M – – –
SC
1250
Schulhoff & Co
Ohio
$1.5M +$24.8K +767 +2%
48 49
50
51 52