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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$2.71M +$129K +2,447 +5%
PA
1302
Probity Advisors
Texas
$2.71M -$88.2K -1,669 -3%
NAM
1303
NTV Asset Management
West Virginia
$2.71M -$135K -2,551 -5%
SWA
1304
Stratos Wealth Advisors
Ohio
$2.7M -$12.3K -233 -0.5%
BTW
1305
Boston Trust Walden
Massachusetts
$2.69M -$25.4K -480 -1%
KP
1306
Keel Point
Alabama
$2.68M +$212K +4,020 +9%
SAM
1307
Summit Asset Management
Tennessee
$2.68M +$110K +2,075 +4%
PE
1308
PCM Encore
Colorado
$2.67M +$2.57M +48,583 New
NNPTE
1309
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.67M +$1.98M +37,544 +341%
IIA
1310
IPG Investment Advisors
California
$2.67M +$1.54M +29,069 +150%
SGM
1311
Skye Global Management
Florida
$2.66M +$2.56M +48,400 New
NL
1312
NVWM LLC
Pennsylvania
$2.66M -$75.2K -1,422 -3%
V
1313
ViaWealth
Kansas
$2.66M -$416K -7,861 -14%
SGI
1314
Summit Global Investments
Utah
$2.65M +$361K +6,831 +16%
FFN
1315
Focus Financial Network
Minnesota
$2.65M -$57.1K -1,080 -2%
BCWM
1316
Bartlett & Co Wealth Management
Ohio
$2.64M -$79.2K -1,498 -3%
RSWM
1317
Robertson Stephens Wealth Management
California
$2.64M +$500K +9,455 +25%
WCM
1318
Weaver Capital Management
Georgia
$2.63M +$62K +1,172 +3%
AO
1319
Advisor OS
Illinois
$2.63M +$205K +3,874 +9%
WIM
1320
Wittenberg Investment Management
Massachusetts
$2.62M – – –
AAS
1321
Ameritas Advisory Services
Nebraska
$2.62M +$838K +15,859 +50%
TAP
1322
Tounjian Advisory Partners
Florida
$2.62M +$1.94M +36,718 +336%
MAM
1323
MWA Asset Management
Massachusetts
$2.62M -$5.6K -106 -0.2%
WTB
1324
Washington Trust Bank
Washington
$2.62M +$15.2K +287 +0.6%
HCM
1325
HMS Capital Management
Tennessee
$2.62M -$25.4K -480 -1%
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