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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
1751
McCarter Private Wealth Services
Massachusetts
$1.1M +$137K +2,655 +13%
JSAM
1752
J. Safra Asset Management
New York
$1.1M -$512K -9,913 -31%
PA
1753
Procyon Advisors
Connecticut
$1.1M -$132K -2,549 -10%
RL
1754
Rogco LP
Oklahoma
$1.1M -$1.14K -22 -0.1%
LA
1755
LexAurum Advisors
Kansas
$1.09M +$1.16M +22,461 New
NG
1756
Navigation Group
California
$1.09M +$1.16M +22,459 New
CCA
1757
Childress Capital Advisors
Texas
$1.09M +$130K +2,510 +13%
MA
1758
MSA Advisors
California
$1.09M +$126K +2,433 +12%
CB
1759
Community Bank
New York
$1.09M +$47.1K +913 +4%
HAG
1760
HF Advisory Group
Maryland
$1.09M -$78.4K -1,520 -6%
WPA
1761
West Paces Advisors
Georgia
$1.09M – – –
HFRG
1762
Houlihan Financial Resource Group
Virginia
$1.09M +$52 +1 +0%
SIA
1763
Strategic Investment Advisors
Michigan
$1.08M +$583K +11,291 +103%
JGC
1764
J. Goldman & Co
New York
$1.08M +$1.15M +22,232 New
YDMI
1765
Y.D. More Investments
Israel
$1.08M -$38.7K -750 -3%
TA
1766
TruWealth Advisors
Louisiana
$1.08M -$52 -1 -0%
LIM
1767
Leavell Investment Management
Alabama
$1.08M +$27K +523 +2%
TPA
1768
Trivium Point Advisory
Connecticut
$1.08M -$645K -12,496 -36%
WCM
1769
Washington Capital Management
Washington
$1.07M -$43.6K -845 -4%
I
1770
INVST
Indiana
$1.07M +$911K +17,660 +406%
NS
1771
NBC Securities
Alabama
$1.07M +$103 +2 +0%
PP
1772
Patron Partners
Texas
$1.07M +$345K +6,682 +44%
IA
1773
Insight Advisors
Pennsylvania
$1.07M +$2.48K +48 +0.2%
PTP
1774
Platform Technology Partners
New York
$1.06M +$222K +4,303 +25%
VA
1775
Valmark Advisers
Ohio
$1.06M +$128K +2,479 +13%
69 70
71
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