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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1301
FLC Capital Advisors
California
$2.15M +$376K +8,936 +25%
GWCM
1302
Godshalk Welsh Capital Management
Pennsylvania
$2.14M -$28.4K -675 -1%
WHC
1303
Wulff, Hansen & Co
California
$2.14M -$47.5K -1,130 -2%
BT
1304
Banque Transatlantique
France
$2.14M – – –
TC
1305
TwinBeech Capital
New York
$2.13M +$1.89M +44,991 New
HA
1306
Herold Advisors
New York
$2.13M -$127K -3,018 -6%
TCM
1307
Twin Capital Management
Pennsylvania
$2.12M +$838K +19,921 +80%
AF
1308
Aviso Financial
Ontario, Canada
$2.12M +$12.8K +304 +0.7%
CFS
1309
CRA Financial Services
New Jersey
$2.11M +$20K +475 +1%
FHA
1310
First Horizon Advisors
Tennessee
$2.11M +$21.7K +515 +1%
SRC
1311
Shufro Rose & Co
New York
$2.11M – – –
EPIMS
1312
Evelyn Partners Investment Management Services
$2.1M +$6.69K +159 +0.4%
ACM
1313
Aljian Capital Management
Nevada
$2.1M -$238K -5,663 -11%
HCM
1314
HMS Capital Management
Tennessee
$2.1M -$124K -2,949 -6%
FWP
1315
Falcon Wealth Planning
California
$2.1M +$41.9K +995 +2%
SSA
1316
Sierra Summit Advisors
Nevada
$2.1M -$13.9K -330 -0.7%
CP
1317
CenterBook Partners
Connecticut
$2.1M -$17.5K -416 -0.9%
BA
1318
Bridgewater Advisors
New York
$2.09M +$22.1K +525 +1%
IAMOG
1319
Investors Asset Management of Georgia
Georgia
$2.09M +$883 +21 +0%
BFC
1320
Blue Fin Capital
Rhode Island
$2.09M -$26.3K -625 -1%
RPCONE
1321
Retirement Planning Company of New England
Rhode Island
$2.08M -$31.5K -749 -2%
EFS
1322
Econ Financial Services
Pennsylvania
$2.07M +$1.84M +43,768 New
KP
1323
Keel Point
Alabama
$2.07M +$166K +3,935 +10%
RCM
1324
RB Capital Management
Nevada
$2.07M +$64.4K +1,530 +4%
RAM
1325
Ramirez Asset Management
New York
$2.06M +$325K +7,733 +22%
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