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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KBG
1401
Kahn Brothers Group
New York
$737K – – –
HH
1402
Hilltop Holdings
Texas
$736K +$64.4K +2,159 +9%
GLI
1403
Guardian Life Insurance
New York
$736K +$111K +3,735 +17%
CPO
1404
Cerity Partners OCIO
New York
$735K -$2.33K -78 -0.3%
GJIC
1405
Gamble Jones Investment Counsel
California
$733K – – –
NIM
1406
Nexus Investment Management
Ontario, Canada
$730K – – –
SCA
1407
Stonebridge Capital Advisors
Minnesota
$727K -$1.01M -33,824 -57%
WP
1408
WealthPLAN Partners
Nebraska
$724K +$4.54K +152 +0.6%
BIM
1409
Baldwin Investment Management
Pennsylvania
$720K +$762K +25,525 New
CA
1410
Cynosure Advisors
Utah
$719K – – –
VDI
1411
Vaughan David Investments
Illinois
$718K – – –
SIM
1412
SSI Investment Management
California
$717K -$164K -5,498 -18%
HW
1413
Hancock Whitney
Mississippi
$717K -$37.6K -1,260 -5%
ARMC
1414
American Research & Management Company
Massachusetts
$716K -$33K -1,106 -4%
AWP
1415
Ascent Wealth Partners
New York
$714K -$6.09K -204 -0.8%
RCC
1416
Red Cedar Capital
Nebraska
$714K – – –
PMFA
1417
Plante Moran Financial Advisors
Michigan
$712K +$244K +8,164 +48%
WPA
1418
West Paces Advisors
Georgia
$712K +$5.79K +194 +0.8%
LNB
1419
Ledyard National Bank
$708K – – –
HCM
1420
Horan Capital Management
Maryland
$707K +$748K +25,083 New
IC
1421
Intersect Capital
California
$706K +$158K +5,289 +27%
MA
1422
MCF Advisors
Kentucky
$704K +$5.04K +169 +0.7%
CCB
1423
Cutter & Co Brokerage
Missouri
$704K +$10.4K +349 +1%
IWP
1424
Icon Wealth Partners
Texas
$694K -$90.5K -3,032 -11%
AIA
1425
AIMZ Investment Advisors
California
$692K -$8.95K -300 -1%
55 56
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58 59