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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1326
Suffolk Capital Management
New York
$165K – – –
SKK
1327
Shepherd Kaplan Krochuk
Massachusetts
$164K +$173K +12,323 New
CCA
1328
Clearwater Capital Advisors
Illinois
$164K +$180K +12,778 New
SRP
1329
Saddle Road Partners
Nebraska
$163K – – –
BFM
1330
Boothbay Fund Management
New York
$161K +$170K +12,117 New
MPIA
1331
Mountain Pacific Investment Advisers
Idaho
$160K -$5.54K -394 -3%
WCM
1332
Westend Capital Management
California
$160K – – –
AI
1333
Accredited Investors
Minnesota
$159K +$2.42K +172 +1%
SS
1334
Simplicity Solutions
Minnesota
$157K +$16.4K +1,171 +11%
MRCM
1335
M&R Capital Management
New Jersey
$157K +$166K +11,846 New
LCM
1336
LVM Capital Management
Michigan
$156K – – –
ST
1337
Spinnaker Trust
Maine
$156K +$165K +11,757 New
IIM
1338
Ipswich Investment Management
Massachusetts
$155K -$21.3K -1,517 -11%
IIM
1339
Ironwood Investment Management
Massachusetts
$155K -$2.25K -160 -1%
EWA
1340
EP Wealth Advisors
California
$155K +$2.49K +177 +2%
CA
1341
Capital Advantage
California
$154K -$3.51K -250 -2%
AB
1342
Atlas Brown
Kentucky
$153K -$71.6K -5,100 -31%
TAM
1343
Timucuan Asset Management
Florida
$153K – – –
SLG
1344
Stanley-Laman Group
Pennsylvania
$151K +$8.43K +600 +6%
CA
1345
Cornerstone Advisory
Maryland
$150K +$126 +9 +0.1%
PG
1346
Patten Group
Tennessee
$149K – – –
SFM
1347
Signature Financial Management
Virginia
$148K -$2.64M -187,600 -94%
MBTD
1348
Mechanics Bank - Trust Department
California
$148K +$13.8K +980 +10%
BHWM
1349
Bar Harbor Wealth Management
New Hampshire
$147K -$2.81K -200 -2%
RPGK
1350
Retirement Planning Group (Kansas)
Kansas
$146K +$14 +1 +0%
52 53
54
55 56