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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
III
1626
Independent Investors Inc
New York
$846K – – –
MPI
1627
Mairs & Power Inc
Minnesota
$846K -$11.6K -400 -2%
WF
1628
Wayfinding Financial
Washington
$844K +$25.7K +884 +4%
SCI
1629
Stableford Capital II
Arizona
$844K -$124K -4,272 -14%
DFG
1630
Delta Financial Group
New Jersey
$842K -$4.46K -153 -0.6%
TAM
1631
Titleist Asset Management
Texas
$841K -$120K -4,129 -14%
SIG
1632
Stonegate Investment Group
Alabama
$841K +$1.43K +49 +0.2%
NGA
1633
Naples Global Advisors
Florida
$839K -$92K -3,161 -11%
SOAMC
1634
Spirit of America Management Corp
New York
$837K -$29.1K -1,000 -4%
KAS
1635
KPP Advisory Services
Kentucky
$837K -$71.2K -2,445 -9%
VRM
1636
Vectors Research Management
New York
$836K – – –
BOM
1637
Bank of Marin
California
$832K -$3.14K -108 -0.4%
UCI
1638
Uncommon Cents Investing
Wisconsin
$832K -$45.8K -1,573 -6%
IIC
1639
Integrated Investment Consultants
Michigan
$829K +$16.4K +564 +2%
SIA
1640
Strategic Investment Advisors
Michigan
$827K -$530K -18,209 -43%
GCA
1641
Gradient Capital Advisors
California
$827K -$5.53K -190 -0.8%
AFPL
1642
Advus Financial Partners, LLC
Florida
$826K -$48.3K -1,658 -6%
AGWCA
1643
Annis Gardner Whiting Capital Advisors
Florida
$824K -$5.21K -179 -0.7%
PWP
1644
Precedent Wealth Partners
Texas
$822K +$711K +24,404 New
CA
1645
Crumly & Associates
Illinois
$819K +$78.1K +2,684 +12%
EFA
1646
Evernest Financial Advisors
Indiana
$819K +$708K +24,311 New
AWM
1647
Aprio Wealth Management
Georgia
$818K +$149K +5,128 +27%
PIA
1648
Perennial Investment Advisors
California
$818K +$786 +27 +0.1%
BA
1649
Bridgewater Advisors
New York
$817K +$8.71K +299 +1%
FAG
1650
Fortitude Advisory Group
Washington
$812K -$68.6K -2,357 -9%
64 65
66
67 68