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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1401
Destination Wealth Management
California
$493K -$3.98K -164 -0.8%
KPCM
1402
Kings Point Capital Management
New York
$486K +$82.8K +3,412 +22%
FWCM
1403
Ferguson Wellman Capital Management
Oregon
$484K -$35.4K -1,460 -7%
TTWM
1404
TCV Trust & Wealth Management
Virginia
$484K – – –
LIA
1405
LBMC Investment Advisors
Tennessee
$478K +$49.3K +2,030 +12%
DDPIC
1406
Deroy & Devereaux Private Investment Counsel
Michigan
$477K -$10.3K -424 -2%
WCM
1407
Weik Capital Management
Pennsylvania
$476K -$58.2K -2,400 -11%
ICA
1408
Infrastructure Capital Advisors
New York
$476K +$163K +6,700 +55%
GP
1409
GLG Partners
United Kingdom
$476K +$456K +18,800 New
DJSG
1410
D.J. St. Germain
Massachusetts
$470K +$52.8K +2,175 +13%
CAG
1411
Csenge Advisory Group
Florida
$469K +$449K +18,502 New
HHGA
1412
Halbert Hargrove Global Advisors
California
$468K -$6.67K -275 -1%
SFWA
1413
Summit Financial Wealth Advisors
Louisiana
$465K -$13.8K -568 -3%
HJMC
1414
Hellman Jordan Management Company
Massachusetts
$464K -$318K -13,105 -42%
WIC
1415
Woodmont Investment Counsel
Tennessee
$463K -$16.5K -680 -4%
NG
1416
Northstar Group
New York
$462K -$30.3K -1,248 -9%
SAA
1417
Southeast Asset Advisors
Georgia
$462K +$3.91K +161 +0.9%
DCM
1418
Dimension Capital Management
Florida
$461K -$3.96K -163 -0.9%
BCSB
1419
Bristol County Savings Bank
Massachusetts
$461K +$441K +18,183 New
FCB
1420
First Command Bank
Texas
$460K +$69.1K +2,846 +19%
FCFS
1421
First Command Financial Services
Texas
$460K +$69.1K +2,846 +19%
SNT
1422
Security National Trust
West Virginia
$459K – – –
ACM
1423
AlphaStar Capital Management
North Carolina
$457K +$438K +18,046 New
RVPG
1424
Relative Value Partners Group
$456K – – –
PV
1425
Private Vista
Illinois
$456K +$25.9K +1,067 +6%
55 56
57
58 59