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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMNY
1251
Howard Capital Management (New York)
New York
$1.15M +$14.2K +502 +1%
CL
1252
Choreo LLC
Illinois
$1.15M +$104K +3,669 +10%
EWA
1253
EP Wealth Advisors
California
$1.15M -$78.9K -2,792 -6%
APP
1254
Avantax Planning Partners
Iowa
$1.15M -$78.5K -2,779 -6%
PCA
1255
PL Capital Advisors
Florida
$1.15M – – –
UWPG
1256
Ullmann Wealth Partners Group
Florida
$1.15M +$93.1K +3,294 +9%
GEM
1257
Global Endowment Management
North Carolina
$1.15M +$1.17M +41,500 New
AIC
1258
Ayalon Insurance Company
Israel
$1.14M -$99.3K -3,514 -8%
PH
1259
Pinnacle Holdings
Oklahoma
$1.14M – – –
RG
1260
Renaissance Group
Kentucky
$1.14M +$9.07K +321 +0.8%
BCI
1261
Brinker Capital Investments
Pennsylvania
$1.14M +$979K +34,640 +530%
AF
1262
Allworth Financial
California
$1.13M +$156K +5,532 +16%
MMPW
1263
Mitchell McLeod Pugh & Williams
Alabama
$1.13M +$96.7K +3,420 +9%
FHA
1264
Flagship Harbor Advisors
Massachusetts
$1.13M +$192K +6,788 +20%
MCM
1265
Mitchell Capital Management
Kansas
$1.12M +$1.15M +40,722 New
FNFDCM
1266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M +$59.1K +2,090 +5%
HTC
1267
Haverford Trust Company
Pennsylvania
$1.11M -$5.29K -187 -0.5%
CA
1268
Claro Advisors
Massachusetts
$1.11M -$93.3K -3,300 -8%
BOC
1269
Barbara Oil Co
Illinois
$1.1M – – –
VF
1270
Vilas Fund
Illinois
$1.1M – – –
HJMC
1271
Hellman Jordan Management Company
Massachusetts
$1.1M -$282K -9,976 -20%
KAS
1272
Kemnay Advisory Services
New York
$1.1M +$1.13M +39,901 New
ACG
1273
Allen Capital Group
Nebraska
$1.1M +$20K +706 +2%
VCAM
1274
Van Cleef Asset Management
Ohio
$1.1M +$143K +5,071 +15%
PBT
1275
Pictet Bank & Trust
Bahamas
$1.09M -$830K -29,370 -43%
49 50
51
52 53