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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1776
Lederer & Associates Investment Counsel
California
$666K – – –
DDC
1777
DF Dent & Co
Maryland
$666K -$1.51K -52 -0.3%
KP
1778
Keel Point
Alabama
$666K +$37.4K +1,284 +7%
JSL
1779
JT Stratford LLC
Georgia
$664K +$69.3K +2,380 +14%
IWA
1780
Inspirion Wealth Advisors
Illinois
$661K -$60.3K -2,071 -10%
ANBT
1781
American National Bank & Trust
Texas
$660K -$5.5K -189 -1%
QPWM
1782
Quadrant Private Wealth Management
Pennsylvania
$658K -$517K -17,772 -48%
SFP
1783
Sweet Financial Partners
Minnesota
$658K +$10K +344 +2%
KA
1784
Kearns & Associates
California
$657K – – –
SPA
1785
Sherbrooke Park Advisers
New York
$656K +$132K +4,518 +30%
AF
1786
Advisornet Financial
Minnesota
$656K -$20.3K -698 -3%
MC
1787
Maverick Capital
Texas
$655K +$566K +19,453 New
LPP
1788
Life Planning Partners
Florida
$653K +$565K +19,403 New
SAM
1789
Summit Asset Management
Tennessee
$653K +$8.73K +300 +2%
TWA
1790
TCI Wealth Advisors
Arizona
$651K -$173K -5,950 -24%
OC
1791
Oakworth Capital
Alabama
$647K -$90.5K -3,108 -14%
AWM
1792
Accel Wealth Management
Iowa
$646K +$1.6K +55 +0.3%
IRC
1793
Investors Research Corp
Georgia
$642K -$6.06K -208 -1%
HL
1794
HeadInvest LLC
Maine
$642K +$14.6K +500 +3%
WFAG
1795
Worth Financial Advisory Group
North Carolina
$642K -$6.87K -236 -1%
LSA
1796
Lansing Street Advisors
Pennsylvania
$641K +$555K +19,046 New
IGWM
1797
ICA Group Wealth Management
Colorado
$640K +$79.6K +2,735 +17%
TC
1798
TAGStone Capital
North Carolina
$638K +$4.69K +161 +0.9%
CPSC
1799
Carl P. Sherr & Co
Massachusetts
$637K +$42.4K +1,455 +8%
CI
1800
CX Institutional
Indiana
$637K -$527K -18,101 -49%
70 71
72
73 74