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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1301
Legato Capital Management
California
$2.05M – – –
EPIMS
1302
Evelyn Partners Investment Management Services
$2.05M +$2.05M +46,685 New
PVM
1303
Palogic Value Management
Texas
$2.05M -$89.8K -2,041 -4%
JSSH
1304
J. Safra Sarasin Holding
$2.04M – – –
BHBT
1305
Burke & Herbert Bank & Trust
Virginia
$2.03M -$7.57K -172 -0.4%
JWM
1306
Jupiter Wealth Management
Colorado
$2.03M +$110K +2,500 +6%
MA
1307
MCF Advisors
Kentucky
$2.03M -$102K -2,312 -5%
AF
1308
Ally Financial
Michigan
$2.02M +$2.02M +46,000 New
SAM
1309
Shell Asset Management
Netherlands
$2.02M -$173K -3,929 -8%
ACA
1310
American Capital Advisory
Idaho
$2.01M -$31.7K -720 -2%
BC
1311
Burney Company
Virginia
$2M -$22.6K -513 -1%
AC
1312
Avestar Capital
New York
$2M +$155K +3,528 +8%
IAMOG
1313
Investors Asset Management of Georgia
Georgia
$1.99M -$68K -1,546 -3%
EW
1314
Evoke Wealth
California
$1.99M +$471K +10,711 +31%
3IP
1315
3Chopt Investment Partners
Virginia
$1.99M +$219K +4,977 +12%
SA
1316
Sunesis Advisors
Kansas
$1.98M +$61.3K +1,394 +3%
HA
1317
Herold Advisors
New York
$1.97M +$33K +751 +2%
OC
1318
Oarsman Capital
Wisconsin
$1.97M +$16.1K +367 +0.8%
BT
1319
Banque Transatlantique
France
$1.97M +$1.98M +45,000 New
CD
1320
Chapin Davis
Maryland
$1.97M – – –
MAM
1321
MWA Asset Management
Massachusetts
$1.96M +$26.4K +600 +1%
PPWP
1322
Premier Path Wealth Partners
New Jersey
$1.96M +$19.8K +451 +1%
CP
1323
CenterBook Partners
Connecticut
$1.96M -$87.8K -1,995 -4%
CAG
1324
Csenge Advisory Group
Florida
$1.96M -$164K -3,723 -8%
CFG
1325
Cooper Financial Group
California
$1.95M +$237K +5,388 +14%
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