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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1276
Jacobi Capital Management
Pennsylvania
$922K +$472K +17,412 +87%
PG
1277
Proffitt & Goodson
Tennessee
$920K – – –
LDB
1278
Lee, Danner & Bass
Tennessee
$918K +$118K +4,339 +13%
SLA
1279
Silver Lake Advisory
Utah
$917K -$29.7K -1,095 -3%
GAG
1280
GM Advisory Group
New York
$915K -$80.8K -2,978 -7%
BB
1281
Busey Bank
Illinois
$914K -$32.8K -1,210 -3%
DLG
1282
Daniel L. Goodwin
$906K – – –
KC
1283
Kingfisher Capital
North Carolina
$905K +$2.39K +88 +0.2%
FBC
1284
Fairfield, Bush & Co
Connecticut
$904K -$68.5K -2,525 -6%
RCM
1285
RNC Capital Management
California
$903K -$193K -7,131 -16%
GVAG
1286
Great Valley Advisor Group
Delaware
$903K +$954K +35,171 New
SHA
1287
Seneca House Advisors
Virginia
$902K +$184K +6,795 +23%
SA
1288
Springowl Associates
New York
$899K +$990K +36,500 New
SFA
1289
Sequoia Financial Advisors
Ohio
$898K +$1.33K +49 +0.1%
CWM
1290
Connecticut Wealth Management
Connecticut
$897K -$6.86K -253 -0.7%
LWCFA
1291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$895K -$114K -4,195 -10%
SCA
1292
Stonebridge Capital Advisors
Minnesota
$891K +$89.1K +3,283 +10%
SW
1293
SlateStone Wealth
Florida
$889K +$979K +36,074 New
AIM
1294
Aspen Investment Management
Michigan
$886K +$81.4K +3,000 +9%
SAM
1295
Shamrock Asset Management
Texas
$884K – – –
AF
1296
Allworth Financial
California
$876K -$73.1K -2,694 -7%
GJIC
1297
Gamble Jones Investment Counsel
California
$875K – – –
LW
1298
Linscomb Wealth
Texas
$873K +$251K +9,266 +35%
BAM
1299
Belpointe Asset Management
Nevada
$867K -$594K -21,890 -38%
APG
1300
Abacus Planning Group
South Carolina
$866K +$6.1K +225 +0.6%
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