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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1351
CPWM LLC
Washington
$777K +$84.6K +3,117 +11%
EM
1352
Excalibur Management
Massachusetts
$776K -$2.96K -109 -0.3%
OIA
1353
Optimum Investment Advisors
Illinois
$775K -$39.8K -1,466 -4%
PFM
1354
Parsec Financial Management
North Carolina
$771K -$18.8K -693 -2%
KPW
1355
Kore Private Wealth
New York
$771K +$849K +31,307 New
KWM
1356
Kingsview Wealth Management
Oregon
$759K -$881K -32,478 -51%
BIM
1357
Beach Investment Management
Pennsylvania
$753K -$627K -23,110 -43%
WCM
1358
Wunderlich Capital Managemnt
Tennessee
$753K +$686K +25,303 +483%
CCMG
1359
Clark Capital Management Group
Pennsylvania
$751K -$31M -1,141,311 -97%
RI
1360
Ridgewood Investments
New Jersey
$750K – – –
TTWM
1361
TCV Trust & Wealth Management
Virginia
$749K -$97.3K -3,586 -11%
GLA
1362
Good Life Advisors
Pennsylvania
$749K +$285K +10,512 +53%
HL
1363
HeadInvest LLC
Maine
$748K +$412K +15,170 +100%
MMHP
1364
Murphy Middleton Hinkle & Parker
Georgia
$746K -$44.8K -1,652 -5%
RMDI
1365
R.M. Davis Inc
Maine
$745K +$163K +6,026 +25%
ST
1366
Spinnaker Trust
Maine
$744K -$151K -5,549 -16%
GH
1367
GAM Holding
Switzerland
$744K +$35.7K +1,315 +5%
FC
1368
Forte Capital
New York
$742K +$15.6K +575 +2%
SWK
1369
Stephen W. Kidder
$741K – – –
NC
1370
Noked Capital
Israel
$739K +$814K +30,000 New
NI
1371
Noked Israel
Israel
$739K +$814K +30,000 New
HGWM
1372
Harvest Group Wealth Management
Massachusetts
$738K +$83.1K +3,062 +11%
BPA
1373
Beacon Pointe Advisors
California
$735K +$778K +28,669 New
PAG
1374
Pinnacle Advisory Group
Maryland
$732K -$68K -2,508 -8%
CWP
1375
Capital Wealth Planning
Florida
$729K – – –
53 54
55
56 57