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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1551
Cubic Asset Management
Massachusetts
$864K +$39.6K +1,100 +4%
WPC
1552
Wedmont Private Capital
Pennsylvania
$864K +$102K +2,821 +11%
CCG
1553
Cypress Capital Group
Florida
$861K +$90K +2,501 +10%
BCM
1554
BTC Capital Management
Iowa
$860K -$31.8K -883 -3%
BCAM
1555
Boston Common Asset Management
Massachusetts
$860K +$76.7K +2,130 +8%
FF
1556
FourThought Financial
Florida
$856K +$50.4K +1,400 +5%
BAM
1557
Blueshift Asset Management
New Jersey
$852K -$3.6M -100,106 -79%
AO
1558
Advisor OS
Illinois
$848K +$348K +9,652 +55%
RFMS
1559
RWQ Financial Management Services
Florida
$847K -$991K -27,518 -50%
OC
1560
Oakworth Capital
Alabama
$847K -$1.55K -43 -0.2%
EW
1561
Evoke Wealth
California
$847K +$45.9K +1,276 +5%
WC
1562
Weil Company
California
$845K -$12.3K -341 -1%
CCM
1563
Compton Capital Management
Rhode Island
$844K -$934K -25,934 -49%
SL
1564
Summitry LLC
California
$844K -$168K -4,656 -15%
XSC
1565
X-Square Capital
Puerto Rico
$844K +$576 +16 +0.1%
PCM
1566
Potomac Capital Management
New York
$843K – – –
T
1567
TOBAM
France
$843K +$553K +15,363 +131%
RPC
1568
Rossmore Private Capital
Connecticut
$842K +$18.8K +523 +2%
WAG
1569
Winthrop Advisory Group
Massachusetts
$842K +$79.3K +2,202 +9%
AWA
1570
Arkadios Wealth Advisors
Georgia
$837K +$34.9K +970 +4%
GWM
1571
Greenwich Wealth Management
Connecticut
$834K -$51.1K -1,419 -5%
TAIM
1572
TD Ameritrade Investment Management
Nebraska
$833K -$295K -8,207 -23%
KMWM
1573
Keudell/Morrison Wealth Management
Oregon
$833K +$16.3K +454 +2%
FAG
1574
Fortitude Advisory Group
Washington
$833K +$79.2K +2,200 +9%
SWM
1575
Silverlake Wealth Management
Vermont
$832K +$972 +27 +0.1%
61 62
63
64 65