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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1551
Palisades Hudson Asset Management
Florida
$476K -$105K -3,791 -19%
CGL
1552
Clarius Group LLC
Washington
$475K +$2.07K +75 +0.5%
POIA
1553
Pin Oak Investment Advisors
Texas
$473K +$442K +16,035 New
CWP
1554
Capital Wealth Planning
Florida
$472K -$233K -8,444 -35%
JFA
1555
JNBA Financial Advisors
Minnesota
$472K – – –
BCM
1556
Becker Capital Management
Oregon
$470K -$6.73K -244 -2%
OLA
1557
Oliver Luxxe Assets
New Jersey
$470K – – –
AIA
1558
Arbor Investment Advisors
North Carolina
$470K +$14.6K +531 +3%
CC
1559
Cedar Capital
Illinois
$465K +$118K +4,276 +37%
4IG
1560
440 Investment Group
Kansas
$465K +$434K +15,754 New
IHL
1561
Investment House LLC
California
$464K -$842K -30,533 -66%
BWFA
1562
Baltimore-Washington Financial Advisors
Maryland
$463K +$433K +15,713 New
SKK
1563
Shepherd Kaplan Krochuk
Massachusetts
$461K – – –
AWA
1564
ARS Wealth Advisors
Florida
$461K +$138K +5,020 +47%
B
1565
Brightworth
Georgia
$458K -$57.6K -2,089 -12%
SGS
1566
Sterling Global Strategies
California
$456K +$1.79K +65 +0.4%
ST
1567
Sabal Trust
Florida
$456K +$25.3K +916 +6%
AWM
1568
Altium Wealth Management
New York
$456K +$426K +15,448 New
TWM
1569
Titus Wealth Management
California
$453K +$424K +15,395 New
SA
1570
Sicart Associates
New York
$449K +$419K +15,200 New
DWM
1571
Doyle Wealth Management
Florida
$446K +$51.3K +1,861 +14%
SICM
1572
Sustainable Insight Capital Management
New York
$446K +$416K +15,100 New
BIMC
1573
Benson Investment Management Company
Virginia
$445K – – –
SFG
1574
Summit Financial Group
West Virginia
$444K -$29.6K -1,073 -7%
SWM
1575
Segment Wealth Management
Texas
$443K -$6.04K -219 -1%
61 62
63
64 65