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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
1226
Old National Bancorp
Indiana
$2.58M -$71.6K -1,387 -3%
SIM
1227
Studio Investment Management
Illinois
$2.57M -$59.3K -1,149 -2%
AI
1228
Atom Investors
Texas
$2.57M +$1.82M +35,268 +203%
BPH
1229
Boundless Plain Holdings
$2.57M +$2.72M +52,636 New
3IP
1230
3Chopt Investment Partners
Virginia
$2.56M +$103K +1,995 +4%
AP
1231
Americana Partners
Texas
$2.55M +$108K +2,092 +4%
DCA
1232
DSG Capital Advisors
Minnesota
$2.55M -$679K -13,161 -20%
SSW
1233
Smith Shellnut Wilson
Mississippi
$2.54M -$209K -4,058 -7%
KFC
1234
Klingenstein Fields & Co
New York
$2.54M – – –
CCWA
1235
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M +$655K +12,697 +32%
OCPWS
1236
One Charles Private Wealth Services
Massachusetts
$2.53M +$415K +8,034 +18%
MPPW
1237
Mitchell & Pahl Private Wealth
Oklahoma
$2.53M -$141K -2,730 -5%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$2.52M +$14.1K +273 +0.6%
VDBMI
1239
Van Den Berg Management I
Texas
$2.52M -$374K -7,239 -12%
SW
1240
SVB Wealth
Massachusetts
$2.52M -$344K -6,663 -11%
MIA
1241
MainStreet Investment Advisors
Illinois
$2.51M -$120K -2,328 -4%
WFA
1242
Wellspring Financial Advisors
Ohio
$2.51M +$906K +17,567 +52%
LWCFA
1243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.51M -$7.15M -138,560 -74%
OWA
1244
Octavia Wealth Advisors
Ohio
$2.5M -$33.6K -652 -1%
PWP
1245
Precedent Wealth Partners
Texas
$2.5M +$59.8K +1,159 +2%
TPW
1246
Talon Private Wealth
Florida
$2.5M +$2.64M +51,254 New
HCCM
1247
Hudson Canyon Capital Management
New York
$2.5M -$15.3K -297 -0.6%
CCS
1248
Concentric Capital Strategies
Connecticut
$2.49M +$2.29M +44,312 +646%
AWM
1249
Accurate Wealth Management
Florida
$2.49M +$58.1K +1,125 +2%
ECM
1250
EagleClaw Capital Management
Massachusetts
$2.49M -$89K -1,725 -3%
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