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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1601
Prelude Capital Management
New York
$720K -$140K -4,241 -14%
SCA
1602
Sippican Capital Advisors
Massachusetts
$720K +$22.5K +682 +3%
AM
1603
AGF Management
Ontario, Canada
$719K +$297 +9 +0%
III
1604
Independent Investors Inc
New York
$719K +$16.2K +490 +2%
AA
1605
Advisory Alpha
Michigan
$718K +$24.9K +754 +3%
PP
1606
Paloma Partners
Connecticut
$717K +$828K +25,078 New
PCM
1607
Patient Capital Management
Maryland
$715K – – –
DA
1608
Denali Advisors
California
$715K +$79.2K +2,400 +11%
NL
1609
Navalign LLC
California
$714K +$45.2K +1,370 +6%
IWA
1610
Inspirion Wealth Advisors
Illinois
$713K +$154K +4,667 +23%
RRCM
1611
Rappaport Reiches Capital Management
Illinois
$712K -$198 -6 -0%
HAC
1612
Harbor Advisory Corp
New Hampshire
$711K +$78.2K +2,368 +11%
KMWM
1613
Keudell/Morrison Wealth Management
Oregon
$710K -$89.9K -2,724 -10%
PIA
1614
Perennial Investment Advisors
California
$708K +$134K +4,072 +20%
CMANY
1615
Capital Management Associates (New York)
New York
$707K -$116K -3,518 -12%
EP
1616
Eudaimonia Partners
Tennessee
$706K -$58.7K -1,779 -7%
MPI
1617
Mairs & Power Inc
Minnesota
$706K +$99K +3,000 +14%
IFPG
1618
Intrepid Financial Planning Group
Indiana
$701K +$99 +3 +0%
PFSC
1619
Peoples Financial Services Corp
Pennsylvania
$699K -$4.26K -129 -0.5%
PF
1620
Phoenix Financial
Israel
$698K -$3.04M -92,012 -79%
VV
1621
Verity & Verity
South Carolina
$698K +$6.6K +200 +0.8%
BA
1622
Bridgewater Advisors
New York
$698K +$2.31K +70 +0.3%
DWM
1623
Drive Wealth Management
Utah
$698K +$62.4K +1,889 +8%
VWM
1624
Venturi Wealth Management
Texas
$698K -$12.9K -390 -2%
CIA
1625
Citadel Investment Advisory
Ohio
$697K -$40.8K -1,235 -5%
63 64
65
66 67