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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1301
High Point Bank & Trust
North Carolina
$170K +$3.95K +235 +2%
LNB
1302
Ledyard National Bank
$169K -$2.08M -123,546 -92%
PFA
1303
Pure Financial Advisors
California
$167K -$115K -6,821 -39%
WA
1304
Wealth Architects
California
$167K +$10.3K +613 +6%
SJL
1305
Shayne & Jacobs LLC
Tennessee
$166K – – –
CCB
1306
Cutter & Co Brokerage
Missouri
$166K +$179K +10,644 New
ECM
1307
Evergreen Capital Management
Washington
$166K +$180K +10,679 New
SAM
1308
Strategy Asset Managers
California
$164K – – –
SWM
1309
Segment Wealth Management
Texas
$163K -$151 -9 -0.1%
PAM
1310
Peak Asset Management
Colorado
$163K – – –
CHAM
1311
Clear Harbor Asset Management
Connecticut
$163K +$176K +10,480 New
EWA
1312
EP Wealth Advisors
California
$162K -$16K -950 -8%
FNBOH
1313
First National Bank of Hutchinson
Kansas
$162K -$3.37K -200 -2%
ACM
1314
Alta Capital Management
Utah
$161K -$7.05K -419 -4%
AWM
1315
Avior Wealth Management
Nebraska
$161K +$219 +13 +0.1%
GA
1316
Gateway Advisory
New Jersey
$161K +$174K +10,313 New
CWA
1317
Cypress Wealth Advisors
California
$161K +$174K +10,331 New
UF
1318
Univest Financial
Pennsylvania
$160K +$1.35K +80 +0.8%
TTWM
1319
TCV Trust & Wealth Management
Virginia
$160K +$3.37K +200 +2%
NFC
1320
Northeast Financial Consultants
Connecticut
$158K -$188K -11,171 -52%
HCM
1321
Hall Capital Management
Rhode Island
$157K -$13.5K -800 -7%
JIC
1322
Joel Isaacson & Co
New York
$157K -$6.88K -409 -4%
KCPG
1323
Kavar Capital Partners Group
Kansas
$157K -$5.15K -306 -3%
PCM
1324
Palisade Capital Management
New Jersey
$157K – – –
MPMG
1325
Minneapolis Portfolio Management Group
Minnesota
$156K – – –
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