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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Dorchester Wealth Management
Quebec, Canada
$1.18M +$180K +3,950 +17%
KA
1527
KLCM Advisors
Wisconsin
$1.18M -$37.8K -830 -3%
FNBOO
1528
First National Bank of Omaha
Nebraska
$1.18M -$96K -2,108 -7%
SW
1529
SlateStone Wealth
Florida
$1.18M +$125K +2,754 +12%
BWM
1530
BerganKDV Wealth Management
Minnesota
$1.17M +$55.1K +1,209 +5%
RPC
1531
Rossmore Private Capital
Connecticut
$1.17M +$37.2K +817 +3%
IA
1532
Insight Advisors
Pennsylvania
$1.17M +$275K +6,035 +30%
TG
1533
TCW Group
California
$1.17M -$53.9K -1,183 -4%
PA
1534
Procyon Advisors
Connecticut
$1.17M +$104K +2,284 +10%
PWM
1535
PBMares Wealth Management
Virginia
$1.16M -$36.4K -800 -3%
BWAM
1536
Boyd Watterson Asset Management
Ohio
$1.16M -$1K -22 -0.1%
HCM
1537
Helios Capital Management
Singapore
$1.16M +$1.18M +26,000 New
BIAS
1538
Beacon Investment Advisory Services
New Jersey
$1.16M +$78.8K +1,730 +7%
MCM
1539
Monument Capital Management
Virginia
$1.16M +$146K +3,206 +14%
WVP
1540
Worth Venture Partners
New Jersey
$1.15M – – –
RK
1541
Rather & Kittrell
Tennessee
$1.15M +$1.18M +25,862 New
KMWM
1542
Keudell/Morrison Wealth Management
Oregon
$1.15M +$321K +7,041 +37%
BP
1543
BBR Partners
New York
$1.15M -$126K -2,759 -10%
LBC
1544
Lowe Brockenbrough & Co
Virginia
$1.15M +$9.11K +200 +0.8%
APC
1545
Aspire Private Capital
North Carolina
$1.15M +$8.34K +183 +0.7%
CWM
1546
Cornerstone Wealth Management
Missouri
$1.14M +$17.9K +393 +2%
CAAS
1547
Capital Asset Advisory Services
Michigan
$1.14M -$27.9K -613 -2%
MMHP
1548
Murphy Middleton Hinkle & Parker
Georgia
$1.14M +$33.7K +740 +3%
LIA
1549
LBMC Investment Advisors
Tennessee
$1.13M -$56.5K -1,241 -5%
IWA
1550
Inspirion Wealth Advisors
Illinois
$1.13M – – –
60 61
62
63 64