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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1751
Cooper Financial Group
California
$305K +$13K +521 +4%
OA
1752
Oxbow Advisors
Texas
$304K -$78.6K -3,155 -20%
FA
1753
Financial Advisors
Massachusetts
$304K – – –
PSF
1754
Pacific Sun Financial
California
$303K – – –
PFA
1755
Pathway Financial Advisors
Vermont
$303K +$7.47K +300 +2%
MSA
1756
Marino Stram & Associates
Massachusetts
$301K +$60.1K +2,414 +24%
IIC
1757
Ironwood Investment Counsel
Arizona
$300K +$8.04K +323 +3%
TPWA
1758
TRUE Private Wealth Advisors
Oregon
$299K -$26.6K -1,069 -8%
GAM
1759
Gemmer Asset Management
California
$299K +$21.4K +860 +7%
NPF
1760
Norris Perne & French
Michigan
$298K -$349 -14 -0.1%
WIM
1761
Waverton Investment Management
United Kingdom
$298K – – –
TSS
1762
Two Sigma Securities
New York
$297K -$864K -34,721 -74%
GC
1763
Gratus Capital
Georgia
$297K -$121K -4,849 -28%
FHC
1764
First Heartland Consultants
Missouri
$297K -$30.8K -1,239 -9%
RFO
1765
RiverGlades Family Offices
Florida
$296K – – –
WA
1766
Waverly Advisors
Alabama
$296K +$3.83K +154 +1%
TCM
1767
Tradewinds Capital Management
Washington
$295K -$4.96K -199 -2%
DBIA
1768
Dumont & Blake Investment Advisors
New Jersey
$294K -$2.44K -98 -0.8%
JC
1769
Jacobs & Co
California
$294K – – –
KTC
1770
Kistler-Tiffany Companies
Pennsylvania
$293K -$32.4K -1,302 -10%
MFS
1771
Mirabella Financial Services
United Kingdom
$292K -$3.62M -145,287 -92%
AWE
1772
Avidian Wealth Enterprises
Texas
$292K +$302K +12,141 New
AIL
1773
AGF Investments LLC
Ontario, Canada
$291K -$1.32M -52,951 -81%
TCOK
1774
Trust Company of Kansas
Kansas
$291K -$18.9K -759 -6%
WAM
1775
Wolverine Asset Management
Illinois
$290K -$191K -7,678 -39%
69 70
71
72 73