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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1751
Advent Capital Management
New York
$758K +$687K +20,000 New
AFM
1752
Anson Funds Management
Texas
$758K +$687K +20,000 New
BCM
1753
BTC Capital Management
Iowa
$758K +$687K +20,000 New
RL
1754
Rogco LP
Oklahoma
$758K +$103K +3,015 +18%
HCMG
1755
Howard Capital Management Group
California
$758K +$119K +3,458 +21%
PWP
1756
Private Wealth Partners
California
$757K +$232K +6,752 +51%
LA
1757
LexAurum Advisors
Kansas
$757K -$618 -18 -0.1%
WA
1758
Wealth Alliance
New York
$756K -$35.5K -1,034 -5%
OWM
1759
OneAscent Wealth Management
Alabama
$755K -$15.7K -458 -2%
CFG
1760
CKW Financial Group
Hawaii
$753K +$10.3K +300 +2%
EB
1761
Emprise Bank
Kansas
$753K +$681K +19,845 New
SGI
1762
Summit Global Investments
Utah
$752K +$127K +3,703 +23%
XSC
1763
X-Square Capital
Puerto Rico
$750K -$47.3K -1,378 -6%
LAIC
1764
Lederer & Associates Investment Counsel
California
$750K – – –
RIM
1765
RW Investment Management
Idaho
$748K -$66.3K -1,932 -9%
GP
1766
Girard Partners
Pennsylvania
$744K -$55.3K -1,610 -8%
JFL
1767
Jarislowsky, Fraser Ltd
Quebec, Canada
$743K -$58.4K -1,700 -8%
KA
1768
Kearns & Associates
California
$739K – – –
1WA
1769
180 Wealth Advisors
Washington
$737K -$50.6K -1,474 -7%
LPP
1770
Life Planning Partners
Florida
$736K -$34 -1 -0%
FFM
1771
Fullerton Fund Management
Singapore
$732K +$663K +19,300 New
ACGA
1772
Atlanta Consulting Group Advisors
Georgia
$731K +$662K +19,275 New
KP
1773
Keel Point
Alabama
$731K -$17.3K -504 -3%
SF
1774
Summit Financial
New Jersey
$730K -$88.7K -2,583 -12%
JFA
1775
JNBA Financial Advisors
Minnesota
$730K -$49.8K -1,450 -7%
69 70
71
72 73