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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1251
Excalibur Management
Massachusetts
$2.87M -$2.92K -55 -0.1%
AC
1252
Apella Capital
Connecticut
$2.87M -$14.7K -277 -0.6%
PVM
1253
Palogic Value Management
Texas
$2.87M +$7.23K +136 +0.3%
AO
1254
Advisor OS
Illinois
$2.86M -$11.1K -209 -0.4%
FSA
1255
Fort Sheridan Advisors
Illinois
$2.86M +$53 +1 +0%
IIC
1256
Integrated Investment Consultants
Michigan
$2.86M +$319 +6 +0%
MFA
1257
Mayflower Financial Advisors
Massachusetts
$2.86M +$36.5K +686 +1%
CAM
1258
Chou Associates Management
Ontario, Canada
$2.85M – – –
BA
1259
Bridgewater Advisors
New York
$2.85M +$29.6K +556 +1%
WSFS
1260
Wilmington Savings Fund Society
Delaware
$2.85M -$33.1K -623 -1%
MWM
1261
Meridian Wealth Management
Kentucky
$2.84M +$125K +2,351 +5%
IBOK
1262
Independence Bank of Kentucky
Kentucky
$2.84M +$3.03K +57 +0.1%
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$2.84M -$3.14K -59 -0.1%
IC
1264
Inscription Capital
Texas
$2.84M +$197K +3,709 +8%
GIM
1265
Guardian Investment Management
California
$2.84M -$266K -5,009 -9%
WFA
1266
Wellspring Financial Advisors
Ohio
$2.84M -$91.6K -1,722 -3%
PB
1267
Pinnacle Bancorp
Nebraska
$2.83M +$283K +5,325 +12%
HAM
1268
Harmony Asset Management
Arizona
$2.83M – – –
PDL
1269
Portfolio Design Labs
California
$2.83M +$23.1K +434 +0.9%
MIM
1270
MTM Investment Management
South Carolina
$2.82M +$53 +1 +0%
MAM
1271
Mirabaud Asset Management
United Kingdom
$2.81M +$2.58M +48,571 New
SSA
1272
Sierra Summit Advisors
Nevada
$2.81M +$30.8K +580 +1%
MAM
1273
MWA Asset Management
Massachusetts
$2.8M +$13.5K +253 +0.5%
AEPWM
1274
Atlantic Edge Private Wealth Management
Florida
$2.8M +$267K +5,027 +11%
LI
1275
Lafayette Investments
Maryland
$2.79M -$58.5K -1,100 -2%
49 50
51
52 53