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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1651
Relative Value Partners Group
$942K +$91.1K +2,020 +10%
WPA
1652
West Paces Advisors
Georgia
$942K +$139K +3,088 +16%
AI
1653
AXS Investments
New York
$937K +$219K +4,850 +27%
TC
1654
Telemus Capital
Michigan
$936K -$42.8K -948 -4%
OPA
1655
Old Port Advisors
Maine
$935K -$231K -5,130 -18%
NFG
1656
Norris Financial Group
South Carolina
$934K +$4.56K +101 +0.4%
RA
1657
RFG Advisory
Alabama
$933K +$13.9K +308 +1%
EFG
1658
Everhart Financial Group
Ohio
$933K +$185K +4,109 +22%
TSWM
1659
Tyler-Stone Wealth Management
Ohio
$930K -$892K -19,773 -47%
HTC
1660
Haverford Trust Company
Pennsylvania
$930K +$679K +15,058 +201%
DWA
1661
Douglass Winthrop Advisors
New York
$925K -$5.41K -120 -0.5%
HFS
1662
Haverford Financial Services
Pennsylvania
$925K +$1.01M +22,445 New
NAS
1663
Nicolet Advisory Services
Wisconsin
$923K +$6.09K +135 +0.6%
OR
1664
Olympiad Research
Connecticut
$923K +$47.9K +1,062 +5%
GPA
1665
Garrison Point Advisors
California
$922K +$45 +1 +0%
WDA
1666
Wendell David Associates
New Hampshire
$920K – – –
NO
1667
Ninety One
South Africa
$918K +$867K +19,221 +781%
CSA
1668
Cottage Street Advisors
Massachusetts
$915K -$451K -9,995 -31%
SYBT
1669
Stock Yards Bank & Trust
Kentucky
$914K +$91.5K +2,027 +10%
CIA
1670
Caerus Investment Advisors
Texas
$913K +$1.13M +25,100 New
SBL
1671
Sargent Bickham Lagudis
Colorado
$911K -$61.9K -1,372 -6%
MCM
1672
Monument Capital Management
Virginia
$906K -$180K -3,989 -15%
AC
1673
ASB Consultores
Florida
$906K +$35.2K +781 +4%
WW
1674
Waterfront Wealth
Kansas
$905K +$1.17K +26 +0.1%
FFA
1675
Freedman Financial Associates
Massachusetts
$904K – – –
65 66
67
68 69