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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1526
Quadrant Private Wealth Management
Pennsylvania
$587K +$288 +10 +0%
ACH
1527
ArrowMark Colorado Holdings
Colorado
$586K – – –
WCM
1528
Weik Capital Management
Pennsylvania
$586K – – –
PFS
1529
Physicians Financial Services
North Carolina
$586K +$25.9K +900 +5%
SP
1530
Sarasin & Partners
United Kingdom
$583K – – –
VFM
1531
Viking Fund Management
North Dakota
$583K – – –
BCM
1532
BTC Capital Management
Iowa
$583K +$575K +20,000 New
CMI
1533
Clare Market Investments
Texas
$574K -$18.8K -655 -3%
BFG
1534
Barber Financial Group
Kansas
$573K – – –
JIP
1535
JBJ Investment Partners
South Carolina
$572K -$29.8K -1,035 -5%
OC
1536
Oakworth Capital
Alabama
$571K -$52.4K -1,824 -9%
LIM
1537
Leavell Investment Management
Alabama
$569K +$52.2K +1,814 +10%
PV
1538
Private Vista
Illinois
$568K -$259 -9 -0%
CLOS
1539
Compagnie Lombard Odier SCmA
Switzerland
$568K – – –
PHS
1540
Pekin Hardy Strauss
Illinois
$568K – – –
NIM
1541
Nexus Investment Management
Ontario, Canada
$566K – – –
OPA
1542
Old Port Advisors
Maine
$564K +$13.4K +467 +2%
BWM
1543
BigSur Wealth Management
Florida
$562K – – –
UAS
1544
United Asset Strategies
New York
$561K +$15.1K +526 +3%
SA
1545
Sunesis Advisors
Kansas
$560K +$136K +4,743 +33%
HI
1546
Hudock Inc
Pennsylvania
$556K +$978 +34 +0.2%
SCM
1547
Southport Capital Management
Tennessee
$556K +$17K +591 +3%
TI
1548
Tidal Investments
Wisconsin
$556K +$548K +19,063 New
PFGIA
1549
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$1.47K -51 -0.3%
ISB
1550
Iowa State Bank
Iowa
$553K +$73.7K +2,562 +16%
60 61
62
63 64