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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1376
Chicago Partners Investment Group
Illinois
$1.11M +$404K +12,095 +68%
CB
1377
Community Bank
New York
$1.1M +$62.1K +1,857 +5%
SF
1378
Summit Financial
New Jersey
$1.1M +$178K +5,317 +17%
AIM
1379
Aspen Investment Management
Michigan
$1.1M -$26.7K -800 -2%
TPW
1380
Transatlantique Private Wealth
New York
$1.1M +$48.2K +1,442 +4%
CQS
1381
Credential Qtrade Securities
$1.1M +$347K +10,387 +40%
AWC
1382
Abundance Wealth Counselors
Pennsylvania
$1.09M -$1.67K -50 -0.1%
EDRIA
1383
Edmonds Duncan Registered Investment Advisors
Kansas
$1.09M – – –
PCM
1384
Princeton Capital Management
New Jersey
$1.09M +$10.7K +320 +0.9%
CWP
1385
Curated Wealth Partners
California
$1.09M -$112K -3,340 -8%
BBA
1386
BLB&B Advisors
Pennsylvania
$1.09M -$44.8K -1,340 -4%
BEC
1387
Blue Edge Capital
Virginia
$1.09M – – –
PH
1388
Pinnacle Holdings
Oklahoma
$1.08M – – –
NHC
1389
Nicholas Hoffman & Company
Georgia
$1.08M – – –
FFS
1390
Founders Financial Securities
Maryland
$1.08M +$119K +3,563 +11%
MCA
1391
Millennium Capital Advisors
Arkansas
$1.07M -$22.6K -676 -2%
OCM
1392
Orion Capital Management
California
$1.07M -$26.7K -800 -2%
CCG
1393
Cypress Capital Group
Florida
$1.07M +$258K +7,716 +28%
TCBWMS
1394
Texas Capital Bank Wealth Management Services
Texas
$1.07M +$1.18M +35,395 New
WDC
1395
Woodward Diversified Capital
California
$1.07M -$12.7K -381 -1%
PRC
1396
Pearl River Capital
Michigan
$1.06M -$2.66M -79,468 -69%
SAM
1397
SignalPoint Asset Management
Missouri
$1.06M -$3.61K -108 -0.3%
JE
1398
JMAC Enterprises
Pennsylvania
$1.06M +$28.1K +841 +2%
MC
1399
Middleton & Co
Massachusetts
$1.06M -$1.98M -59,180 -63%
RCAG
1400
Rehmann Capital Advisory Group
Michigan
$1.06M +$88.6K +2,650 +8%
54 55
56
57 58