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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1251
Brinker Capital
Pennsylvania
$679K +$683K +28,798 New
EF
1252
Empowered Funds
Pennsylvania
$676K +$680K +28,667 New
SBSB
1253
Sullivan, Bruyette, Speros & Blaney
Virginia
$674K -$7.43K -313 -1%
KWM
1254
Kingsview Wealth Management
Oregon
$672K +$676K +28,477 New
MBA
1255
McQueen Ball & Associates
Pennsylvania
$670K +$3.75K +158 +0.6%
LJAC
1256
L.J. Altfest & Co
New York
$668K +$28.6K +1,206 +4%
NAM
1257
NTV Asset Management
West Virginia
$665K +$23.7K +1,000 +4%
RIM
1258
Rampart Investment Management
Connecticut
$663K -$396K -16,676 -37%
HW
1259
Hancock Whitney
Mississippi
$662K +$8.14K +343 +1%
FRM
1260
Fox Run Management
Connecticut
$661K +$664K +28,000 New
WIM
1261
Westside Investment Management
California
$661K +$173K +7,282 +34%
FHA
1262
Flagship Harbor Advisors
Massachusetts
$660K -$86.4K -3,641 -11%
CCMG
1263
Clark Capital Management Group
Pennsylvania
$658K +$662K +27,887 New
PAG
1264
Pinnacle Advisory Group
Maryland
$656K +$13.7K +578 +2%
DCM
1265
Donaldson Capital Management
Indiana
$655K +$2.06K +87 +0.3%
CBA
1266
Coastal Bridge Advisors
Connecticut
$654K -$11.6K -489 -2%
PHS
1267
Pekin Hardy Strauss
Illinois
$652K +$71.2K +3,000 +12%
KBG
1268
Kahn Brothers Group
New York
$652K – – –
GSBTD
1269
Glenview State Bank Trust Department
Illinois
$650K – – –
MCM
1270
Murphy Capital Management
New Jersey
$650K +$68.5K +2,886 +12%
SAA
1271
Southeast Asset Advisors
Georgia
$649K -$957K -40,345 -59%
CAM
1272
Cubic Asset Management
Massachusetts
$645K +$49.8K +2,100 +8%
LW
1273
Linscomb Wealth
Texas
$642K +$22K +925 +4%
OIA
1274
Optimum Investment Advisors
Illinois
$639K -$64.9K -2,734 -9%
BCM
1275
BTR Capital Management
California
$635K +$38.6K +1,626 +6%
49 50
51
52 53