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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1301
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.4M -$142K -3,955 -8%
CL
1302
CSS LLC
Illinois
$1.4M -$1.08M -29,950 -40%
DI
1303
Diligent Investors
California
$1.4M +$32.7K +909 +2%
FCA
1304
FLC Capital Advisors
California
$1.39M +$36K +1,000 +2%
FLI
1305
Family Legacy Inc
South Carolina
$1.39M +$62.4K +1,733 +4%
CPA
1306
Court Place Advisors
Maryland
$1.39M – – –
CA
1307
Claro Advisors
Massachusetts
$1.38M +$70.5K +1,959 +5%
MSS
1308
Mitchell Sinkler & Starr
Pennsylvania
$1.38M – – –
BHBT
1309
Burke & Herbert Bank & Trust
Virginia
$1.38M -$51.4K -1,427 -3%
WPC
1310
White Pine Capital
Minnesota
$1.38M -$112K -3,119 -7%
CHJWM
1311
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M -$48.1K -1,335 -3%
LB
1312
Legacy Bridge
Iowa
$1.37M -$14.4K -400 -0.9%
GA
1313
GoalVest Advisory
New York
$1.37M -$98.3K -2,731 -6%
CBTWT
1314
Community Bank & Trust (Waco, Texas)
Texas
$1.37M +$10.8K +300 +0.7%
GSB
1315
Greenfield Savings Bank
Massachusetts
$1.37M +$1.58M +43,922 New
EM
1316
Excalibur Management
Massachusetts
$1.36M -$13.8K -382 -0.9%
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$1.36M -$13.2K -367 -0.8%
BC
1318
Burney Company
Virginia
$1.36M -$23.7K -658 -1%
KCFA
1319
Key Client Fiduciary Advisors
New Jersey
$1.36M +$207K +5,737 +15%
KFA
1320
Kelleher Financial Advisors
New York
$1.36M +$108 +3 +0%
RIG
1321
Roosevelt Investment Group
New York
$1.36M +$5.51K +153 +0.4%
CHC
1322
City Holding Co
West Virginia
$1.35M +$94K +2,610 +6%
IC
1323
Inscription Capital
Texas
$1.35M -$181K -5,040 -10%
GAMC
1324
Garner Asset Management Corp
Texas
$1.35M +$173K +4,802 +12%
AC
1325
Annandale Capital
Texas
$1.35M +$558K +15,501 +56%
51 52
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