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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1726
Pathway Financial Advisors
Vermont
$362K – – –
NAM
1727
North American Management
Massachusetts
$361K – – –
SCA
1728
Sippican Capital Advisors
Massachusetts
$359K +$14.8K +525 +4%
ME
1729
McIlrath & Eck
Washington
$357K -$2.49K -88 -0.7%
WG
1730
Winton Group
United Kingdom
$354K -$164K -5,793 -31%
CA
1731
Capital Advantage
California
$354K -$4.95K -175 -1%
ESB
1732
Essex Savings Bank
Connecticut
$353K -$3K -106 -0.8%
NQWM
1733
Northwest Quadrant Wealth Management
Oregon
$352K -$9.69K -343 -3%
CAW
1734
Cornerstone Advisors (Washington)
Washington
$352K +$56.3K +1,993 +18%
ACA
1735
Aptus Capital Advisors
Alabama
$352K +$361K +12,759 New
FPCG
1736
Fort Pitt Capital Group
Pennsylvania
$351K -$319K -11,283 -47%
NGA
1737
Naples Global Advisors
Florida
$351K – – –
MIM
1738
Moseley Investment Management
Florida
$351K +$360K +12,723 New
PIA
1739
Pinion Investment Advisors
Kansas
$348K +$59.8K +2,115 +20%
FA
1740
Financial Advisors
Massachusetts
$347K – – –
CPSAC
1741
Chas P. Smith & Associates (CPS)
Florida
$346K -$4.61K -163 -1%
ZCM
1742
Zebra Capital Management
Connecticut
$346K +$354K +12,535 New
PMFA
1743
Plante Moran Financial Advisors
Michigan
$344K +$24.8K +877 +8%
AAM
1744
American Asset Management
Florida
$344K +$352K +12,472 New
LFA
1745
Legacy Financial Advisors
Kentucky
$343K +$87.4K +3,091 +33%
WCM
1746
Weld Capital Management
New York
$343K +$351K +12,417 New
CAI
1747
Capital Advisors Inc
Oklahoma
$342K -$1.86M -65,758 -84%
DWM
1748
Destination Wealth Management
California
$341K +$16.3K +578 +5%
PWAC
1749
Private Wealth Advisors (California)
California
$340K +$14K +497 +4%
AWA
1750
AmeriServ Wealth Advisors
Pennsylvania
$339K +$4.95K +175 +1%
68 69
70
71 72