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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1401
Ogorek Anthony Joseph
New York
$1.07M -$650K -22,774 -38%
BC
1402
Burney Company
Virginia
$1.07M -$14.6K -512 -1%
DWP
1403
Daymark Wealth Partners
Ohio
$1.07M +$265K +9,300 +33%
NP
1404
NorthRock Partners
Minnesota
$1.07M -$371 -13 -0%
CWM
1405
Connecticut Wealth Management
Connecticut
$1.06M +$126K +4,431 +14%
IIA
1406
IPG Investment Advisors
California
$1.06M -$779K -27,300 -42%
PGWM
1407
Parisi Gray Wealth Management
New Jersey
$1.06M – – –
NHC
1408
Nicholas Hoffman & Company
Georgia
$1.06M -$18.2K -638 -2%
CAS
1409
Coppell Advisory Solutions
Texas
$1.06M +$143K +5,003 +16%
MCM
1410
Mill Capital Management
North Carolina
$1.05M -$11.4K -400 -1%
TIMH
1411
Tilt Investment Management Holdings
New York
$1.05M – – –
CHAM
1412
Clear Harbor Asset Management
Connecticut
$1.04M -$54.4K -1,906 -5%
CAMG
1413
CWA Asset Management Group
Florida
$1.04M +$11.1K +390 +1%
CASB
1414
Cape Ann Savings Bank
Massachusetts
$1.04M +$85.7K +3,002 +9%
EDRIA
1415
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M – – –
ECU
1416
Eisler Capital (US)
New York
$1.04M +$1.03M +36,203 New
PA
1417
PFG Advisors
Arizona
$1.04M +$137K +4,787 +15%
HWA
1418
Heritage Wealth Advisors
Virginia
$1.03M -$399 -14 -0%
BEC
1419
Blue Edge Capital
Virginia
$1.03M – – –
PCM
1420
Princeton Capital Management
New Jersey
$1.03M -$4.28K -150 -0.4%
FOFP
1421
Fee-Only Financial Planning
South Carolina
$1.03M – – –
NAS
1422
Nicolet Advisory Services
Wisconsin
$1.03M -$17.9K -627 -2%
CF
1423
Centaurus Financial
California
$1.03M -$1.47M -51,641 -59%
ECP
1424
Epacria Capital Partners
Colorado
$1.02M -$171K -6,000 -14%
UAML
1425
US Asset Management LLC
Pennsylvania
$1.02M -$43.8K -1,535 -4%
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