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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1526
Wolverine Asset Management
Illinois
$566K +$593K +18,886 New
FCMT
1527
Founders Capital Management (Texas)
Texas
$564K -$31 -1 -0%
FCFS
1528
First Command Financial Services
Texas
$559K -$42.4K -1,351 -7%
FCB
1529
First Command Bank
Texas
$558K -$42.4K -1,351 -7%
III
1530
Independent Investors Inc
New York
$557K +$31.4K +1,000 +6%
WEC
1531
Winslow Evans & Crocker
Massachusetts
$556K +$22.2K +708 +4%
BMC
1532
Benin Management Corp
Connecticut
$554K -$173K -5,507 -23%
RA
1533
RFG Advisory
Alabama
$554K -$23K -732 -4%
CPSAC
1534
Chas P. Smith & Associates (CPS)
Florida
$552K +$171K +5,439 +42%
SAA
1535
Southeast Asset Advisors
Georgia
$548K +$597 +19 +0.1%
LBC
1536
Lowe Brockenbrough & Co
Virginia
$548K +$23.6K +750 +4%
CAM
1537
Close Asset Management
United Kingdom
$548K +$525K +16,700 +835%
BWM
1538
BigSur Wealth Management
Florida
$545K +$123K +3,900 +27%
BFO
1539
Biltmore Family Office
North Carolina
$544K – – –
PHS
1540
Pekin Hardy Strauss
Illinois
$544K +$15.7K +500 +3%
JFA
1541
JNBA Financial Advisors
Minnesota
$542K +$65.7K +2,093 +13%
SBSB
1542
Sullivan, Bruyette, Speros & Blaney
Virginia
$541K +$136K +4,330 +32%
RVPG
1543
Relative Value Partners Group
$540K – – –
FC
1544
FCA Corp
Texas
$539K -$53.4K -1,700 -9%
CBN
1545
Cadence Bank NA
Texas
$538K +$53.6K +1,708 +11%
FMB
1546
Field & Main Bank
Kentucky
$537K -$18.2K -579 -3%
BO
1547
BRR OpCo
Ohio
$535K +$8.79K +280 +2%
KPCM
1548
Kings Point Capital Management
New York
$535K +$17.6K +559 +3%
UC
1549
Unio Capital
New Jersey
$533K -$123K -3,910 -18%
DE
1550
Day & Ennis
Georgia
$533K +$6.72K +214 +1%
60 61
62
63 64