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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1501
Perpetual Investment Management
Australia
$1.04M -$320K -7,800 -24%
WAG
1502
Winthrop Advisory Group
Massachusetts
$1.04M +$29.7K +725 +3%
III
1503
Independent Investors Inc
New York
$1.04M – – –
FF
1504
FourThought Financial
Florida
$1.03M -$2.13K -52 -0.2%
GPCM
1505
Granite Point Capital Management
Massachusetts
$1.03M -$615K -15,000 -38%
CASB
1506
Cape Ann Savings Bank
Massachusetts
$1.03M +$20.5K +499 +2%
PG
1507
Proffitt & Goodson
Tennessee
$1.03M -$247K -6,028 -19%
BA
1508
Bridgewater Advisors
New York
$1.03M +$716K +17,457 +233%
FSA
1509
Fort Sheridan Advisors
Illinois
$1.03M +$808K +19,700 +377%
BCAM
1510
Boston Common Asset Management
Massachusetts
$1.03M +$62.7K +1,530 +7%
APC
1511
Aspire Private Capital
North Carolina
$1.02M +$198K +4,821 +24%
BIAS
1512
Beacon Investment Advisory Services
New Jersey
$1.02M -$191K -4,659 -16%
LA
1513
LexAurum Advisors
Kansas
$1.02M -$92K -2,245 -8%
RCM
1514
RB Capital Management
Nevada
$1.02M -$9.18K -224 -0.9%
MMHP
1515
Murphy Middleton Hinkle & Parker
Georgia
$1.01M -$106K -2,574 -9%
PCH
1516
PGIM Custom Harvest
New Jersey
$1.01M +$15.5K +377 +2%
PCS
1517
Personal CFO Solutions
New Jersey
$1.01M +$132K +3,228 +15%
SFO
1518
Standard Family Office
South Dakota
$1M – – –
GJIC
1519
Gamble Jones Investment Counsel
California
$999K – – –
EN1L
1520
Engine No 1 LLC
California
$994K +$988K +24,102 New
AWA
1521
ARS Wealth Advisors
Florida
$991K +$533 +13 +0.1%
MWM
1522
Minot Wealth Management
Massachusetts
$988K +$446K +10,891 +78%
STB
1523
S&T Bank
Pennsylvania
$987K -$16.4K -400 -2%
KLC
1524
Knowledge Leaders Capital
Colorado
$987K +$981K +23,940 New
DWM
1525
Dorchester Wealth Management
Quebec, Canada
$981K -$25.7K -628 -3%
59 60
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62 63