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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1451
First Wilshire Securities Management
California
$898K – – –
FNBSF
1452
First National Bank Sioux Falls
South Dakota
$895K – – –
CHAM
1453
Clear Harbor Asset Management
Connecticut
$891K -$114K -3,859 -11%
FSC
1454
Full Sail Capital
Oklahoma
$891K – – –
BC
1455
Barrett & Company
Rhode Island
$889K +$349K +11,813 +57%
WSFS
1456
Wilmington Savings Fund Society
Delaware
$887K +$126K +4,271 +15%
PG
1457
Proffitt & Goodson
Tennessee
$876K -$25.9K -875 -3%
MRCM
1458
M&R Capital Management
New Jersey
$875K -$174K -5,873 -16%
GLA
1459
Good Life Advisors
Pennsylvania
$873K +$24.5K +828 +3%
SHA
1460
Seneca House Advisors
Virginia
$871K -$149K -5,038 -13%
CRC
1461
Curi RMB Capital
Illinois
$870K -$43.8K -1,479 -4%
VAS
1462
Vestmark Advisory Solutions
Massachusetts
$869K -$4.62M -156,005 -83%
GP
1463
Girard Partners
Pennsylvania
$867K -$240K -8,098 -20%
AA
1464
Apriem Advisors
California
$866K -$5K -169 -0.5%
SIC
1465
Sterling Investment Counsel
New York
$866K +$54.9K +1,856 +6%
RBFC
1466
Roman Butler Fullerton & Co
Missouri
$865K +$18.8K +637 +2%
FFA
1467
First Foundation Advisors
California
$863K +$79.4K +2,684 +9%
EA
1468
Ellsworth Advisors
Ohio
$862K +$254K +8,571 +37%
OIM
1469
Oder Investment Management
California
$862K +$799 +27 +0.1%
FCP
1470
Fidelis Capital Partners
Florida
$862K -$17.2K -582 -2%
HWA
1471
Heritage Wealth Advisors
Virginia
$861K -$135K -4,552 -13%
MAM
1472
Mark Asset Management
New York
$860K – – –
TA
1473
TruWealth Advisors
Louisiana
$859K -$9.05M -305,727 -91%
SFP
1474
Shepherd Financial Partners
Massachusetts
$858K +$77.5K +2,619 +9%
PVH
1475
Psagot Value Holdings
Israel
$858K -$57.5K -1,944 -6%
57 58
59
60 61