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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1526
Founders Capital Management (Texas)
Texas
$588K – – –
CCA
1527
Clearwater Capital Advisors
Illinois
$584K – – –
LC
1528
Lindbrook Capital
California
$581K -$50.4K -1,783 -8%
WPW
1529
Waldron Private Wealth
Pennsylvania
$581K +$52K +1,839 +10%
CIA
1530
Choate Investment Advisors
Massachusetts
$578K -$26.1K -925 -4%
WCM
1531
Weik Capital Management
Pennsylvania
$577K -$14.1K -500 -2%
LBC
1532
Lowe Brockenbrough & Co
Virginia
$575K -$37.4K -1,325 -6%
IWP
1533
Icon Wealth Partners
Texas
$574K +$5.96K +211 +1%
CCM
1534
Consolidated Capital Management
California
$573K +$3.67K +130 +0.6%
SBSB
1535
Sullivan, Bruyette, Speros & Blaney
Virginia
$571K – – –
BCM
1536
BTR Capital Management
California
$570K – – –
CQS
1537
Credential Qtrade Securities
$569K -$377K -13,336 -39%
JIP
1538
JBJ Investment Partners
South Carolina
$569K +$583K +20,634 New
5L
1539
55I LLC
Massachusetts
$567K +$581K +20,550 New
OPA
1540
Old Port Advisors
Maine
$566K +$4.52K +160 +0.8%
GLLW
1541
Graves Light Lenhart Wealth
Virginia
$561K +$15.1K +534 +3%
DDPIC
1542
Deroy & Devereaux Private Investment Counsel
Michigan
$559K -$9.1K -322 -2%
HPC
1543
Hobart Private Capital
North Carolina
$558K +$11.4K +403 +2%
DM
1544
Delphi Management
Massachusetts
$557K +$4.38K +155 +0.8%
ACH
1545
ArrowMark Colorado Holdings
Colorado
$555K -$766K -27,100 -57%
SSWM
1546
Smith Salley Wealth Management
North Carolina
$554K +$1.64K +58 +0.3%
BCA
1547
Bay Colony Advisors
Massachusetts
$554K +$116K +4,101 +25%
ACM
1548
Alethea Capital Management
Washington
$552K – – –
SP
1549
Sarasin & Partners
United Kingdom
$552K – – –
VFM
1550
Viking Fund Management
North Dakota
$552K – – –
60 61
62
63 64