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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1376
AT Bancorp
Iowa
$868K +$94.8K +3,019 +12%
SGAM
1377
Steinberg Global Asset Management
Florida
$866K -$7.95K -253 -0.9%
HJMC
1378
Hellman Jordan Management Company
Massachusetts
$858K -$314K -10,000 -26%
WG
1379
Winton Group
United Kingdom
$851K -$402K -12,793 -31%
RWA
1380
Ropes Wealth Advisors
Massachusetts
$846K +$60.8K +1,935 +7%
QCG
1381
Quadrant Capital Group
Ohio
$836K +$18.9K +602 +2%
IWP
1382
Icon Wealth Partners
Texas
$833K -$84.5K -2,691 -9%
NAM
1383
NTV Asset Management
West Virginia
$831K -$15.7K -500 -2%
CCM
1384
Consolidated Capital Management
California
$827K -$66.6K -2,120 -7%
WP
1385
WMS Partners
Maryland
$822K -$150K -4,779 -15%
ATC
1386
Argent Trust Co
Tennessee
$821K +$112K +3,553 +15%
SC
1387
Sawyer & Company
Massachusetts
$817K -$6.28K -200 -0.7%
PVH
1388
Psagot Value Holdings
Israel
$817K +$856K +27,259 New
TA
1389
Tiedemann Advisors
New York
$816K -$546K -17,379 -39%
CAM
1390
Cubic Asset Management
Massachusetts
$804K – – –
HW
1391
Hancock Whitney
Mississippi
$801K -$63.2K -2,012 -7%
WA
1392
Wealth Architects
California
$794K -$31.9K -1,016 -4%
SMFS
1393
Squar Milner Financial Services
California
$794K -$2.29K -73 -0.3%
ARMC
1394
American Research & Management Company
Massachusetts
$794K – – –
AFP
1395
Ausdal Financial Partners
Iowa
$793K -$229K -7,294 -22%
AMCA
1396
Arthur M. Cohen & Associates
Illinois
$788K +$1.32K +42 +0.2%
GCA
1397
Gideon Capital Advisors
New York
$788K +$825K +26,259 New
CPO
1398
Cerity Partners OCIO
New York
$784K +$13.1K +416 +2%
KBG
1399
Kahn Brothers Group
New York
$784K -$47K -1,496 -5%
WCAMG
1400
Woodard & Company Asset Management Group
North Carolina
$781K +$56.5K +1,800 +7%
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