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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Sutton Wealth Advisors
Florida
$991K – – –
EDRIA
1302
Edmonds Duncan Registered Investment Advisors
Kansas
$983K – – –
MCM
1303
Manchester Capital Management
Vermont
$981K -$8.83K -290 -0.9%
BC
1304
Brinker Capital
Pennsylvania
$979K -$24.5K -803 -2%
BTW
1305
Boston Trust Walden
Massachusetts
$976K – – –
CBN
1306
Cadence Bank NA
Texas
$976K +$126K +4,148 +14%
AIM
1307
Aspen Investment Management
Michigan
$971K +$15.2K +500 +2%
LDB
1308
Lee, Danner & Bass
Tennessee
$970K -$238K -7,819 -19%
OIA
1309
Optimum Investment Advisors
Illinois
$969K +$54.8K +1,800 +6%
SCA
1310
Stonebridge Capital Advisors
Minnesota
$968K +$216K +7,081 +27%
VCAM
1311
Van Cleef Asset Management
Ohio
$966K -$116K -3,820 -10%
RA
1312
RFG Advisory
Alabama
$963K +$115K +3,775 +13%
CAM
1313
Covenant Asset Management
New Jersey
$960K +$9.26K +304 +0.9%
AL
1314
Aspiriant LLC
California
$955K -$3.05K -100 -0.3%
CGL
1315
Clarius Group LLC
Washington
$954K +$460K +15,092 +87%
HWA
1316
Heritage Wealth Advisors
Virginia
$949K – – –
PAG
1317
Pinnacle Advisory Group
Maryland
$949K +$265K +8,704 +37%
LSAG
1318
Lake Street Advisors Group
New Hampshire
$946K -$392K -12,860 -29%
VC
1319
Vicus Capital
Pennsylvania
$944K -$20.8K -684 -2%
PFM
1320
Parsec Financial Management
North Carolina
$943K +$40.2K +1,321 +4%
MMHP
1321
Murphy Middleton Hinkle & Parker
Georgia
$940K +$61 +2 +0%
GCM
1322
Gladius Capital Management
Illinois
$939K -$298K -9,779 -23%
MHIC
1323
Marble Harbor Investment Counsel
Massachusetts
$938K – – –
SAM
1324
Sawgrass Asset Management
Florida
$935K -$53.9K -1,770 -5%
EM
1325
Excalibur Management
Massachusetts
$931K -$160K -5,250 -14%
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