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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1501
Founders Financial Securities
Maryland
$1.22M +$29K +643 +2%
FFA
1502
Founders Financial Alliance
North Carolina
$1.22M -$12.1K -269 -0.9%
MPW
1503
Monterey Private Wealth
California
$1.21M -$74.9K -1,659 -6%
AA
1504
Apriem Advisors
California
$1.21M -$62.3K -1,381 -4%
BFA
1505
Bragg Financial Advisors
North Carolina
$1.21M -$7.31K -162 -0.6%
PFGIA
1506
Patriot Financial Group Insurance Agency
Massachusetts
$1.21M -$45.5K -1,008 -3%
GM
1507
Granger Management
New York
$1.2M +$1.32M +29,216 New
CHAM
1508
Clear Harbor Asset Management
Connecticut
$1.2M – – –
WA
1509
Wealth Architects
California
$1.2M -$13.8K -305 -1%
BCM
1510
BlueCrest Capital Management
Jersey
$1.2M +$1.31M +29,102 New
FAIM
1511
Financial Advocates Investment Management
Washington
$1.2M -$57.7K -1,278 -4%
ARMC
1512
American Research & Management Company
Massachusetts
$1.2M +$2.26K +50 +0.2%
FAM
1513
Fulcrum Asset Management
United Kingdom
$1.19M – – –
SAM
1514
Sawgrass Asset Management
Florida
$1.19M +$1.31M +28,962 New
MCC
1515
Money Concepts Capital
Florida
$1.19M +$1.3M +28,912 New
EWM
1516
Empirical Wealth Management
Washington
$1.19M -$446K -9,892 -26%
CWP
1517
Curated Wealth Partners
California
$1.19M – – –
WA
1518
Wealth Advisors
California
$1.19M +$211K +4,681 +19%
WCM
1519
Weik Capital Management
Pennsylvania
$1.19M +$6.77K +150 +0.5%
FCFS
1520
First Command Financial Services
Texas
$1.18M +$80.7K +1,789 +7%
FCB
1521
First Command Bank
Texas
$1.18M +$106K +2,351 +9%
CASB
1522
Cape Ann Savings Bank
Massachusetts
$1.18M +$26.2K +580 +2%
BCM
1523
BTC Capital Management
Iowa
$1.18M -$298K -6,608 -19%
BCM
1524
Buckhead Capital Management
Georgia
$1.18M -$223K -4,942 -15%
DHGWA
1525
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.17M +$294K +6,510 +30%
59 60
61
62 63