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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1476
TLWM Financial
Texas
$2.05M -$58.5K -1,106 -3%
IA
1477
Integrity Alliance
Iowa
$2.04M +$1.39M +26,267 +243%
PCS
1478
Personal CFO Solutions
New Jersey
$2.03M +$846 +16 +0%
FFO
1479
Fiduciary Family Office
Florida
$2.03M +$21.3K +402 +1%
KFBMI
1480
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.03M +$1.95M +36,832 New
PWAM
1481
Private Wealth Asset Management
Iowa
$2.02M -$40.8K -771 -2%
DI
1482
Diligent Investors
California
$2.02M -$13.4K -253 -0.7%
HCM
1483
Howland Capital Management
Massachusetts
$2.02M -$116K -2,189 -6%
CPBTD
1484
Central Pacific Bank - Trust Division
Hawaii
$2.02M +$360K +6,814 +23%
GCM
1485
Generation Capital Management
New York
$2M +$49.4K +935 +3%
CFG
1486
Cooper Financial Group
California
$2M +$124K +2,343 +7%
PCM
1487
Pinnbrook Capital Management
New York
$2M -$548K -10,370 -22%
IIA
1488
Integral Investment Advisors
California
$1.99M +$135K +2,559 +8%
PAMP
1489
Polar Asset Management Partners
Ontario, Canada
$1.99M -$10.9M -206,500 -85%
FDS
1490
First Dallas Securities
Texas
$1.98M -$10.8K -204 -0.6%
NI
1491
NCP Inc
California
$1.98M +$317 +6 +0%
KCFA
1492
Key Client Fiduciary Advisors
New Jersey
$1.98M -$5.23K -99 -0.3%
LOWM
1493
Laurel Oak Wealth Management
New Jersey
$1.98M +$1.9M +35,939 New
EWA
1494
Etesian Wealth Advisors
Oregon
$1.98M -$134K -2,538 -7%
AL
1495
Aspiriant LLC
California
$1.97M +$148K +2,791 +8%
BAG
1496
Bridgewealth Advisory Group
California
$1.96M -$183K -3,465 -9%
CI
1497
Conning Inc
Connecticut
$1.96M -$125K -2,359 -6%
SC
1498
Schulhoff & Co
Ohio
$1.96M +$1.27K +24 +0.1%
A
1499
Argentarii
Ohio
$1.95M +$1.49M +28,220 +386%
MIM
1500
Morningstar Investment Management
Illinois
$1.95M – – –
58 59
60
61 62