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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1551
Southport Capital Management
Tennessee
$536K -$39.1K -1,356 -7%
SC
1552
Sawyer & Company
Massachusetts
$536K -$15.9K -550 -3%
CIR
1553
Clear Investment Research
Georgia
$536K +$119K +4,125 +29%
EWM
1554
Executive Wealth Management
Michigan
$535K +$3.37K +117 +0.6%
AWA
1555
ARS Wealth Advisors
Florida
$535K +$24.4K +845 +5%
SAA
1556
Southeast Asset Advisors
Georgia
$533K +$750 +26 +0.1%
GAM
1557
Grandview Asset Management
Pennsylvania
$532K -$158K -5,489 -23%
RBFC
1558
Roman Butler Fullerton & Co
Missouri
$530K +$1.99K +69 +0.4%
GCA
1559
Gradient Capital Advisors
California
$529K +$1.53K +53 +0.3%
BO
1560
BRR OpCo
Ohio
$528K -$29 -1 -0%
IBOK
1561
Independence Bank of Kentucky
Kentucky
$527K -$19.1K -663 -4%
JAM
1562
Jupiter Asset Management
United Kingdom
$526K -$6.21M -215,250 -92%
CCA
1563
Clearwater Capital Advisors
Illinois
$524K -$89.4K -3,100 -15%
JFA
1564
JNBA Financial Advisors
Minnesota
$523K +$2.88K +100 +0.6%
HPWM
1565
Highland Private Wealth Management
Washington
$523K +$169K +5,870 +48%
ETI
1566
Enterprise Trust & Investment
California
$523K +$521K +18,050 New
RVPG
1567
Relative Value Partners Group
$522K -$199K -6,888 -28%
FC
1568
FCA Corp
Texas
$522K – – –
WC
1569
Westhampton Capital
North Carolina
$521K +$518K +17,954 New
FHC
1570
First Heartland Consultants
Missouri
$519K -$40.8K -1,414 -7%
CC
1571
Cedar Capital
Illinois
$516K +$46.3K +1,606 +10%
CWM
1572
Cordatus Wealth Management
Pennsylvania
$514K -$1.32M -45,875 -72%
WEC
1573
Winslow Evans & Crocker
Massachusetts
$514K -$249K -8,620 -33%
LIM
1574
Leavell Investment Management
Alabama
$513K – – –
DWM
1575
Dorchester Wealth Management
Quebec, Canada
$513K +$13K +451 +3%
61 62
63
64 65