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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Axxcess Wealth Management
California
$1.27M +$55K +1,645 +4%
BC
1302
Burney Company
Virginia
$1.27M -$56.1K -1,677 -4%
BFA
1303
Bragg Financial Advisors
North Carolina
$1.27M +$227K +6,781 +19%
MBTD
1304
Mechanics Bank - Trust Department
California
$1.26M +$30.9K +925 +2%
BFG
1305
Bouchey Financial Group
New York
$1.26M -$134 -4 -0%
SIA
1306
Strategic Investment Advisors
Michigan
$1.26M +$13.5K +404 +1%
KJHP
1307
K.J. Harrison & Partners
Ontario, Canada
$1.26M +$1.14K +34 +0.1%
CBTWT
1308
Community Bank & Trust (Waco, Texas)
Texas
$1.25M -$80.6K -2,410 -5%
PAM
1309
Premier Asset Management
Illinois
$1.25M -$663K -19,845 -32%
ACA
1310
Anchor Capital Advisors
Massachusetts
$1.25M – – –
GWANC
1311
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24M +$142K +4,258 +12%
TC
1312
Titleist Capital
Texas
$1.24M +$376K +11,259 +38%
LOAMS
1313
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M -$140K -4,187 -9%
CWM
1314
Circle Wealth Management
New Jersey
$1.23M -$4.45K -133 -0.3%
FCA
1315
FLC Capital Advisors
California
$1.23M -$130K -3,900 -9%
AB
1316
Atlas Brown
Kentucky
$1.23M +$115K +3,428 +9%
STA
1317
Summit Trail Advisors
New York
$1.23M +$4.68K +140 +0.3%
RCM
1318
RB Capital Management
Nevada
$1.22M -$39.4K -1,180 -3%
PCMK
1319
Paragon Capital Management (Kansas)
Kansas
$1.22M +$2.34K +70 +0.2%
PMA
1320
Prudent Man Advisors
Illinois
$1.22M +$70.4K +2,105 +5%
PP
1321
Paloma Partners
Connecticut
$1.22M -$5.43M -162,354 -80%
FWP
1322
Falcon Wealth Planning
California
$1.22M +$42.1K +1,260 +3%
PG
1323
Pendal Group
Australia
$1.21M -$493K -14,753 -27%
SFG
1324
Sovereign Financial Group
Connecticut
$1.21M +$19.6K +585 +1%
AP
1325
Americana Partners
Texas
$1.21M +$12.5K +375 +0.9%
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