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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1726
Ashfield Capital Partners
California
$308K -$64.4K -2,372 -16%
SCA
1727
Sippican Capital Advisors
Massachusetts
$308K -$4.07K -150 -1%
PTCG
1728
Pring Turner Capital Group
California
$305K +$217 +8 +0.1%
CM
1729
Cornerstone Management
Georgia
$302K -$5.43K -200 -2%
VFP
1730
Verus Financial Partners
Virginia
$301K – – –
PCM
1731
Prelude Capital Management
New York
$300K -$1.07M -39,458 -76%
GFS
1732
GYL Financial Synergies
Connecticut
$300K +$330K +12,173 New
FFG
1733
Frisch Financial Group
New York
$299K +$329K +12,123 New
V
1734
VeraBank
Texas
$299K +$329K +12,136 New
AWA
1735
AmeriServ Wealth Advisors
Pennsylvania
$298K -$83K -3,060 -20%
BSB
1736
Bangor Savings Bank
Maine
$298K -$15.1K -556 -4%
DCM
1737
Driehaus Capital Management
Illinois
$298K +$328K +12,107 New
SG
1738
StoneX Group
New York
$297K -$58.9K -2,172 -15%
CAM
1739
Claret Asset Management
Quebec, Canada
$296K -$5.62K -207 -2%
HCC
1740
Hirtle Callaghan & Co
Pennsylvania
$296K – – –
SMH
1741
Sanders Morris Harris
Texas
$296K – – –
CAM
1742
Cozad Asset Management
Illinois
$296K +$27.1K +1,000 +9%
LA
1743
LexAurum Advisors
Kansas
$296K +$40.9K +1,506 +14%
SSP
1744
Sapphire Star Partners
Washington
$295K -$49.4K -1,820 -13%
WCA
1745
Waratah Capital Advisors
Ontario, Canada
$294K -$845K -31,149 -72%
TCM
1746
Tradewinds Capital Management
Washington
$294K -$1.82K -67 -0.6%
SCM
1747
Sterneck Capital Management
Missouri
$293K -$90K -3,317 -22%
PCM
1748
Pointe Capital Management
Michigan
$292K -$3.99K -147 -1%
LFASL
1749
Lugano Financial Advisors SA (LFA)
Switzerland
$292K – – –
SCP
1750
Syntal Capital Partners
Texas
$292K – – –
68 69
70
71 72