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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
1601
Stanley-Laman Group
Pennsylvania
$226K +$228K +9,600 New
FAT
1602
First American Trust
California
$223K -$12.7K -535 -5%
SLT
1603
St Louis Trust
Missouri
$220K – – –
CFA
1604
Cahill Financial Advisors
Minnesota
$220K +$24 +1 +0%
CPA
1605
Capital Planning Advisors
California
$219K – – –
HAIM
1606
Hunter Associates Investment Management
Pennsylvania
$219K – – –
MSFP
1607
Mark Sheptoff Financial Planning
Connecticut
$219K +$24 +1 +0%
HA
1608
Hamel Associates
New Jersey
$219K +$220K +9,265 New
RW
1609
REDW Wealth
New Mexico
$218K – – –
DBT
1610
Dubuque Bank & Trust
Iowa
$217K -$40.6K -1,710 -16%
SMC
1611
Smith, Moore & Co
Missouri
$216K +$217K +9,137 New
NG
1612
NatWest Group
United Kingdom
$216K +$217K +9,150 New
FCM
1613
Force Capital Management
New York
$215K -$764K -32,200 -78%
IUHSA
1614
Itau Unibanco Holding S.A.
Brazil
$215K +$187K +7,888 +635%
CC
1615
Cedar Capital
Illinois
$215K +$217K +9,133 New
TBA
1616
Tower Bridge Advisors
Pennsylvania
$213K +$215K +9,046 New
BW
1617
Biegel & Waller
Maryland
$213K -$32.7K -1,380 -13%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$211K -$46.4K -1,955 -18%
LCC
1619
Lincoln Capital Corp
Rhode Island
$210K -$670K -28,212 -76%
PTCG
1620
Pring Turner Capital Group
California
$210K +$211K +8,904 New
TSW
1621
Thompson Siegel & Walmsley
Virginia
$209K -$23.7K -998 -10%
LCM
1622
Leisure Capital Management
California
$209K +$210K +8,848 New
SICM
1623
Sustainable Insight Capital Management
New York
$208K -$6.87M -289,300 -97%
BFM
1624
Boothbay Fund Management
New York
$207K -$139K -5,840 -40%
ACP
1625
Aveo Capital Partners
Colorado
$207K -$73.6K -3,102 -26%
63 64
65
66 67