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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GCAC
1726
Guardian Capital Advisors (Canada)
Ontario, Canada
$559K +$91.8K +3,102 +18%
CAM
1727
Cypress Asset Management
Texas
$558K -$39.3K -1,330 -6%
HCM
1728
Hall Capital Management
Rhode Island
$557K +$41.1K +1,390 +7%
BOS
1729
Bank of Stockton
California
$556K – – –
PI
1730
Parkside Investments
Illinois
$554K -$689K -23,280 -54%
CAM
1731
Close Asset Management
United Kingdom
$553K -$4.5K -152 -0.7%
AFO
1732
Allie Family Office
Florida
$553K – – –
AF
1733
Advisornet Financial
Minnesota
$552K -$59.9K -2,026 -9%
AIA
1734
AIMZ Investment Advisors
California
$552K -$8.88K -300 -1%
PWMG
1735
Provence Wealth Management Group
California
$550K +$65.2K +2,203 +12%
CIA
1736
Caerus Investment Advisors
Texas
$550K – – –
NRC
1737
New Republic Capital
North Carolina
$550K +$39.3K +1,328 +7%
CWA
1738
Canvas Wealth Advisors
Kansas
$550K -$22.4K -758 -4%
BIA
1739
Bigelow Investment Advisors
Maine
$548K -$799 -27 -0.1%
WC
1740
Westhampton Capital
North Carolina
$548K +$44.4K +1,500 +8%
BCM
1741
BTC Capital Management
Iowa
$548K – – –
DDC
1742
DF Dent & Co
Maryland
$543K -$1.48K -50 -0.3%
LAIC
1743
Lederer & Associates Investment Counsel
California
$542K – – –
VDI
1744
Vaughan David Investments
Illinois
$542K +$5.33K +180 +0.9%
ANBT
1745
American National Bank & Trust
Texas
$542K -$9.59K -324 -2%
HCMG
1746
Howard Capital Management Group
California
$542K -$16.3K -550 -3%
CSC
1747
Caldwell Sutter Capital
California
$541K -$12.1K -408 -2%
OPA
1748
Old Port Advisors
Maine
$540K +$584K +19,726 New
VIM
1749
VELA Investment Management
Ohio
$540K +$189K +6,375 +48%
1WA
1750
180 Wealth Advisors
Washington
$537K -$73.6K -2,489 -11%
68 69
70
71 72