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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1451
Diversified Trust
Tennessee
$650K -$11.2K -375 -2%
TMAM
1452
Tokio Marine Asset Management
Japan
$649K -$393K -13,186 -36%
RI
1453
Ridgewood Investments
New Jersey
$646K – – –
TDC
1454
Thompson Davis & Co
Virginia
$644K +$97K +3,250 +17%
CIM
1455
Confluence Investment Management
Missouri
$642K +$46.4K +1,556 +7%
BTNA
1456
Bremer Trust National Association
Minnesota
$639K -$1.03M -34,560 -60%
BWM
1457
BigSur Wealth Management
Florida
$639K +$134K +4,500 +25%
PP
1458
Professional Planning
California
$637K +$23.6K +790 +4%
WG
1459
Winton Group
United Kingdom
$636K -$174K -5,816 -20%
WCM
1460
Weik Capital Management
Pennsylvania
$636K -$75.3K -2,525 -10%
BCM
1461
BTR Capital Management
California
$636K -$50.5K -1,691 -7%
CWM
1462
Circle Wealth Management
New Jersey
$636K +$2.15K +72 +0.3%
KJWM
1463
Kiley Juergens Wealth Management
Washington
$632K +$90 +3 +0%
IRC
1464
Investors Research Corp
Georgia
$627K – – –
PLFAM
1465
Pineno Levin & Ford Asset Management
Virginia
$627K +$149 +5 +0%
MC
1466
Miles Capital
Iowa
$626K -$7.73K -259 -1%
LIA
1467
LBMC Investment Advisors
Tennessee
$625K +$64.8K +2,172 +11%
FA
1468
Fortis Advisors
Pennsylvania
$624K +$1.85K +62 +0.3%
TA
1469
Tiedemann Advisors
New York
$622K -$153K -5,138 -19%
WA
1470
WealthTrust Axiom
Pennsylvania
$621K – – –
FFG
1471
Ford Financial Group
California
$621K +$421K +14,108 +179%
GLA
1472
Good Life Advisors
Pennsylvania
$618K +$2.51K +84 +0.4%
FSCM
1473
Front Street Capital Management
Montana
$617K +$2.92K +98 +0.4%
BA
1474
BKS Advisors
Michigan
$614K -$47.6K -1,596 -7%
CCA
1475
Clearwater Capital Advisors
Illinois
$611K +$134K +4,500 +26%
57 58
59
60 61