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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1651
Clear Harbor Asset Management
Connecticut
$373K +$11K +400 +3%
CM
1652
Cornerstone Management
Georgia
$371K +$346K +12,552 New
MPIA
1653
Mountain Pacific Investment Advisers
Idaho
$367K +$9.35K +339 +3%
DBT
1654
Dubuque Bank & Trust
Iowa
$366K -$10.8K -390 -3%
TCM
1655
Tradewinds Capital Management
Washington
$364K -$12.7K -459 -4%
AI
1656
Accredited Investors
Minnesota
$364K +$31.8K +1,152 +10%
DAM
1657
Delta Asset Management
Tennessee
$364K +$49K +1,778 +17%
WAM
1658
Weatherly Asset Management
California
$363K – – –
MBT
1659
Monroe Bank & Trust
Michigan
$363K +$1.07K +39 +0.3%
FRA
1660
Front Row Advisors
California
$363K +$339K +12,303 New
ICP
1661
Ironvine Capital Partners
Nebraska
$362K +$338K +12,277 New
AB
1662
Atlas Brown
Kentucky
$360K +$6.04K +219 +2%
AWA
1663
AmeriServ Wealth Advisors
Pennsylvania
$360K +$339K +12,313 New
LCM
1664
Leisure Capital Management
California
$359K – – –
PCP
1665
Proficio Capital Partners
Massachusetts
$358K +$46K +1,667 +16%
HCC
1666
Hirtle Callaghan & Co
Pennsylvania
$354K -$63.2K -2,292 -16%
CIA
1667
CCM Investment Advisers
South Carolina
$354K +$19.2K +698 +6%
WAP
1668
Wealthcare Advisory Partners
Pennsylvania
$354K +$30.4K +1,102 +10%
SCP
1669
Syntal Capital Partners
Texas
$353K +$330K +11,961 New
SG
1670
StoneX Group
New York
$350K +$64.2K +2,328 +24%
EIA
1671
Edgemoor Investment Advisors
Maryland
$347K +$78.8K +2,857 +35%
OIA
1672
OneDigital Investment Advisors
Kansas
$343K +$81.6K +2,961 +34%
FPCM
1673
Financial Partners Capital Management
New York
$342K -$148K -5,375 -32%
VNA
1674
Valley National Advisers
Pennsylvania
$342K +$43.6K +1,582 +16%
SFM
1675
Signature Financial Management
Virginia
$340K -$436K -15,826 -58%
65 66
67
68 69