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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1251
Safeguard Investment Advisory Group
California
$1.41M -$128K -4,479 -8%
SIM
1252
Sentry Investment Management
Wisconsin
$1.41M – – –
FNFDCM
1253
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M +$5.65K +198 +0.4%
ST
1254
Smithfield Trust
Pennsylvania
$1.4M -$35.5K -1,245 -2%
MC
1255
Martin & Co
Tennessee
$1.39M -$65.5K -2,296 -5%
EI
1256
Ethic Inc
New York
$1.39M -$174K -6,081 -11%
ECU
1257
Eisler Capital (UK)
United Kingdom
$1.38M -$50.5M -1,768,658 -97%
PA
1258
Probity Advisors
Texas
$1.38M +$1.37M +48,045 New
BMA
1259
Brooks Moore & Associates
Tennessee
$1.38M -$61.5K -2,155 -4%
WA
1260
WBH Advisory
Maryland
$1.38M -$146K -5,126 -10%
EWM
1261
Empirical Wealth Management
Washington
$1.37M +$423K +14,834 +45%
EWA
1262
Exencial Wealth Advisors
Oklahoma
$1.37M -$246K -8,606 -15%
PWG
1263
Portside Wealth Group
Utah
$1.37M +$1.37M +47,863 New
GFPC
1264
Global Financial Private Client
Florida
$1.37M +$2.45K +86 +0.2%
KWA
1265
Kingswood Wealth Advisors
California
$1.37M +$1.36M +47,626 New
EWA
1266
Etesian Wealth Advisors
Oregon
$1.37M +$34.6K +1,214 +3%
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$1.36M +$85.3K +2,988 +7%
VT
1268
Vise Technologies
New York
$1.36M +$166K +5,831 +14%
IIM
1269
InTrack Investment Management
Vermont
$1.36M -$65K -2,277 -5%
AWM
1270
Avitas Wealth Management
California
$1.36M -$8.88K -311 -0.7%
CCM
1271
Chiron Capital Management
Florida
$1.36M +$715K +25,065 +113%
CSIC
1272
Clifford Swan Investment Counsel
California
$1.35M -$114 -4 -0%
CD
1273
Chapin Davis
Maryland
$1.35M +$104K +3,642 +8%
OWA
1274
Octavia Wealth Advisors
Ohio
$1.35M +$71.7K +2,511 +6%
LB
1275
Legacy Bridge
Iowa
$1.34M +$11.4K +400 +0.9%
49 50
51
52 53