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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCM
1451
Financial Partners Capital Management
New York
$935K – – –
AC
1452
ASB Consultores
Florida
$935K – – –
MP
1453
MSD Partners
New York
$934K – – –
WCM
1454
Washington Capital Management
Washington
$933K -$36.6K -1,095 -3%
SWK
1455
Stephen W. Kidder
$932K -$3.34K -100 -0.3%
LWMM
1456
Legacy Wealth Management (Mississippi)
Mississippi
$930K -$1.24M -37,020 -55%
MC
1457
Mathes Company
New York
$929K -$6.69K -200 -0.6%
NCM
1458
NCM Capital Management
New Jersey
$929K -$3.34K -100 -0.3%
CHAM
1459
Clear Harbor Asset Management
Connecticut
$927K +$52.7K +1,575 +5%
BWAM
1460
Boyd Watterson Asset Management
Ohio
$927K +$55.2K +1,650 +6%
SIC
1461
Samalin Investment Counsel
New York
$925K -$15.9K -475 -2%
GLA
1462
Good Life Advisors
Pennsylvania
$922K +$76.1K +2,275 +8%
AG
1463
Algert Global
California
$922K +$165K +4,932 +19%
IP
1464
Intellectus Partners
California
$921K +$64.4K +1,925 +7%
PFM
1465
Parsec Financial Management
North Carolina
$919K -$81.2K -2,429 -7%
PFS
1466
Physicians Financial Services
North Carolina
$918K – – –
CASB
1467
Cape Ann Savings Bank
Massachusetts
$916K +$15.1K +452 +2%
HCM
1468
Highlander Capital Management
New Jersey
$916K – – –
CIC
1469
Chilton Investment Company
Connecticut
$916K +$395K +11,812 +64%
OIM
1470
Oder Investment Management
California
$910K +$2.17K +65 +0.2%
FL
1471
Fourthstone LLC
Missouri
$909K +$1.01M +30,100 New
UWPG
1472
Ullmann Wealth Partners Group
Florida
$908K -$9.29K -278 -0.9%
CW
1473
CreativeOne Wealth
Kansas
$907K +$735 +22 +0.1%
WP
1474
Waycross Partners
Kentucky
$906K -$936K -28,000 -48%
VFM
1475
Viking Fund Management
North Dakota
$906K – – –
57 58
59
60 61