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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1576
Winthrop Partners - WNY
New York
$439K – – –
LIM
1577
Leavell Investment Management
Alabama
$436K – – –
FPCP
1578
Fort Point Capital Partners
California
$434K -$184K -6,781 -28%
JIP
1579
Jaffetilchin Investment Partners
Florida
$431K -$22.1K -813 -4%
BO
1580
BRR OpCo
Ohio
$431K -$10.8K -397 -2%
SFM
1581
Signature Financial Management
Virginia
$430K +$160K +5,883 +51%
RTC
1582
Riverview Trust Company
Washington
$430K +$474K +17,454 New
CT
1583
Clearstead Trust
Maine
$429K +$89.7K +3,305 +23%
BW
1584
Biegel & Waller
Maryland
$429K +$473K +17,425 New
WP
1585
WMS Partners
Maryland
$428K +$6.78K +250 +1%
DJSG
1586
D.J. St. Germain
Massachusetts
$427K – – –
SIG
1587
Sargent Investment Group
Maryland
$426K +$469K +17,290 New
EF
1588
Empirical Finance
Pennsylvania
$424K -$47.1K -1,735 -9%
EFSCE
1589
Enterprise Financial Services Corp (EFSC)
Missouri
$421K -$9.2K -339 -2%
JC
1590
Jacobs & Co
California
$419K +$80.9K +2,983 +21%
IHL
1591
Investment House LLC
California
$414K -$24.3K -894 -5%
EWM
1592
Empirical Wealth Management
Washington
$414K -$14.5K -536 -3%
BFG
1593
Barber Financial Group
Kansas
$414K +$4.48K +165 +1%
USGIU
1594
U.S. Global Investors (USGI)
Texas
$414K +$31.9K +1,176 +8%
PCP
1595
Proficio Capital Partners
Massachusetts
$413K +$46.3K +1,705 +11%
TWA
1596
TCI Wealth Advisors
Arizona
$412K +$4.88K +180 +1%
CHAM
1597
Clear Harbor Asset Management
Connecticut
$411K +$110K +4,050 +32%
WAS
1598
WESPAC Advisors SoCal
California
$410K -$85.3K -3,143 -16%
DBIA
1599
Dumont & Blake Investment Advisors
New Jersey
$410K +$81 +3 +0%
PWSG
1600
Pacific Wealth Strategies Group
California
$410K +$3.55K +131 +0.8%
62 63
64
65 66