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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1476
IPG Investment Advisors
California
$1.09M -$65.2K -2,238 -6%
SHA
1477
Seneca House Advisors
Virginia
$1.09M -$19.8K -680 -2%
CCIA
1478
Campbell & Co Investment Adviser
Maryland
$1.09M +$943K +32,385 New
KJWM
1479
Kiley Juergens Wealth Management
Washington
$1.09M -$103K -3,534 -10%
CBTWT
1480
Community Bank & Trust (Waco, Texas)
Texas
$1.08M -$277K -9,505 -23%
FFA
1481
Founders Financial Alliance
North Carolina
$1.08M +$29.6K +1,018 +3%
TSWM
1482
Tyler-Stone Wealth Management
Ohio
$1.07M +$70.1K +2,407 +8%
CIAS
1483
CFS Investment Advisory Services
New Jersey
$1.07M +$360K +12,369 +64%
MPW
1484
Monterey Private Wealth
California
$1.07M +$91K +3,125 +11%
SFP
1485
Shepherd Financial Partners
Massachusetts
$1.06M +$7.6K +261 +0.8%
MRCM
1486
M&R Capital Management
New Jersey
$1.06M -$11.7K -402 -1%
MBTD
1487
Mechanics Bank - Trust Department
California
$1.06M -$113K -3,892 -11%
AA
1488
Apriem Advisors
California
$1.06M -$6.03K -207 -0.7%
PA
1489
PFG Advisors
Arizona
$1.05M +$137K +4,691 +18%
FWSM
1490
First Wilshire Securities Management
California
$1.05M -$46K -1,580 -5%
BCM
1491
BlueCrest Capital Management
Jersey
$1.05M -$1.19M -40,811 -57%
PFP
1492
Paragon Financial Partners
California
$1.05M -$2.82K -97 -0.3%
PFA
1493
Pathway Financial Advisers
Indiana
$1.05M -$8.04K -276 -0.9%
WB
1494
WesBanco Bank
West Virginia
$1.04M -$2.38M -81,820 -73%
PCMK
1495
Paragon Capital Management (Kansas)
Kansas
$1.04M -$259K -8,883 -22%
MPPW
1496
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M -$71.6K -2,459 -7%
HCPC
1497
Hamilton Capital Partners (Canada)
$1.04M +$218K +7,500 +32%
AA
1498
Altman Advisors
Illinois
$1.04M -$521K -17,883 -37%
CCG
1499
Cypress Capital Group
Florida
$1.04M -$7.83K -269 -0.9%
GP
1500
Greenline Partners
New York
$1.04M – – –
58 59
60
61 62