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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1351
Kingfisher Capital
North Carolina
$1.37M -$5.9K -171 -0.5%
PGWM
1352
Parisi Gray Wealth Management
New Jersey
$1.37M -$23.3K -676 -2%
MC
1353
Mathes Company
New York
$1.36M – – –
AL
1354
Aspiriant LLC
California
$1.36M +$6.8K +197 +0.6%
CFS
1355
CRA Financial Services
New Jersey
$1.36M +$8.66K +251 +0.7%
SFG
1356
Sovereign Financial Group
Connecticut
$1.35M +$135K +3,905 +13%
BMA
1357
Brooks Moore & Associates
Tennessee
$1.35M +$26.7K +775 +2%
WI
1358
WrapManager Inc
California
$1.34M +$65.9K +1,911 +6%
LSPW
1359
Lake Street Private Wealth
Illinois
$1.33M -$16.4K -475 -1%
NP
1360
NorthRock Partners
Minnesota
$1.33M +$46.2K +1,340 +4%
LP
1361
LMR Partners
United Kingdom
$1.33M +$1.19M +34,348 New
CIA
1362
Citadel Investment Advisory
Ohio
$1.33M -$4.49K -130 -0.4%
IA
1363
Insight Advisors
Pennsylvania
$1.33M +$416K +12,053 +58%
HKAM
1364
Horizon Kinetics Asset Management
New York
$1.32M – – –
IC
1365
Inscription Capital
Texas
$1.31M -$48.6K -1,408 -4%
PFS
1366
Physicians Financial Services
North Carolina
$1.31M +$478K +13,860 +69%
PG
1367
Pendal Group
Australia
$1.31M -$132K -3,818 -10%
IIM
1368
InTrack Investment Management
Vermont
$1.31M -$163K -4,710 -12%
YIA
1369
YHB Investment Advisors
Connecticut
$1.31M -$5.21K -151 -0.5%
SS
1370
Simplicity Solutions
Minnesota
$1.3M -$12.9M -372,768 -92%
PCM
1371
Princeton Capital Management
New Jersey
$1.3M +$6.8K +197 +0.6%
TI
1372
Tidal Investments
Wisconsin
$1.3M +$215K +6,225 +23%
BCM
1373
Buckhead Capital Management
Georgia
$1.29M – – –
PCP
1374
Proficio Capital Partners
Massachusetts
$1.29M +$560K +16,218 +94%
NHC
1375
Nicholas Hoffman & Company
Georgia
$1.29M +$134K +3,895 +13%
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