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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1301
Nicholas Hoffman & Company
Georgia
$743K +$39.9K +1,332 +4%
SC
1302
Skylands Capital
Wisconsin
$743K +$1.05M +35,000 New
NB
1303
NBT Bank
New York
$741K -$1.35K -45 -0.1%
HI
1304
Hoey Investments
Pennsylvania
$738K -$1.96M -65,217 -65%
CL
1305
Choreo LLC
Illinois
$736K -$200K -6,669 -16%
WSCM
1306
Wellington Shields Capital Management
New York
$734K -$1.52M -50,856 -60%
NNP
1307
Nachman Norwood & Parrott
South Carolina
$734K +$85.1K +2,838 +9%
ACM
1308
AlphaCrest Capital Management
New York
$731K +$234K +7,797 +29%
COF
1309
Capital One Financial
Virginia
$727K +$1.03M +34,230 New
TB
1310
Terril Brothers
Missouri
$723K -$74.9K -2,500 -7%
EWA
1311
Exencial Wealth Advisors
Oklahoma
$720K -$66K -2,201 -6%
APG
1312
Abacus Planning Group
South Carolina
$720K – – –
AIM
1313
Aspen Investment Management
Michigan
$719K -$81.8K -2,730 -7%
SRAM
1314
Stone Ridge Asset Management
New York
$718K +$1.01M +33,800 New
DWA
1315
Douglass Winthrop Advisors
New York
$717K -$26.4K -881 -3%
CAM
1316
Cidel Asset Management
Ontario, Canada
$717K – – –
WAS
1317
WESPAC Advisors SoCal
California
$716K -$73.1K -2,440 -7%
YWP
1318
YorkBridge Wealth Partners
New York
$716K +$44.6K +1,489 +5%
AW
1319
ACG Wealth
Georgia
$708K -$209K -6,983 -17%
JFGIW
1320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$706K -$272K -9,067 -21%
CWP
1321
Capital Wealth Planning
Florida
$706K -$146K -4,875 -13%
GCA
1322
Genesee Capital Advisors
New York
$704K -$68.7K -2,293 -6%
SAM
1323
Sawgrass Asset Management
Florida
$698K -$63.7K -2,125 -6%
SAM
1324
Strategy Asset Managers
California
$698K +$46.9K +1,564 +5%
KPW
1325
Kore Private Wealth
New York
$698K +$88.3K +2,945 +10%
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