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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1801
Ipswich Investment Management
Massachusetts
$295K – – –
WGA
1802
Weather Gauge Advisory
Virginia
$293K -$21.6K -750 -7%
ZCM
1803
Zebra Capital Management
Connecticut
$292K -$71.1K -2,464 -20%
RRWA
1804
Rainey & Randall Wealth Advisors
Florida
$292K +$721 +25 +0.2%
MSA
1805
Marino Stram & Associates
Massachusetts
$291K +$461 +16 +0.2%
IC
1806
Inscription Capital
Texas
$291K +$299K +10,367 New
QCI
1807
Quaker Capital Investments
Pennsylvania
$290K – – –
SAM
1808
Smithbridge Asset Management
Pennsylvania
$290K – – –
BIM
1809
Bridgecreek Investment Management
Oklahoma
$289K – – –
WA
1810
Waverly Advisors
Alabama
$289K – – –
CAC
1811
Certified Advisory Corp
Florida
$289K +$1.21K +42 +0.4%
LFASL
1812
Lugano Financial Advisors SA (LFA)
Switzerland
$288K – – –
SIG
1813
Schaller Investment Group
North Carolina
$287K – – –
XSC
1814
X-Square Capital
Puerto Rico
$287K +$750 +26 +0.3%
RW
1815
REDW Wealth
New Mexico
$283K -$33.2K -1,150 -11%
VFP
1816
Verus Financial Partners
Virginia
$282K -$9.4K -326 -3%
PMG
1817
Private Management Group
California
$282K – – –
PA
1818
Probity Advisors
Texas
$282K +$1.38K +48 +0.5%
ICA
1819
Infrastructure Capital Advisors
New York
$281K -$146K -5,049 -34%
CHA
1820
Cooper/Haims Advisors
New York
$281K – – –
PIMG
1821
Patriot Investment Management Group
Tennessee
$280K +$13.5K +469 +5%
GAM
1822
Gould Asset Management
California
$280K +$43.3K +1,500 +18%
MBT
1823
Monroe Bank & Trust
Michigan
$279K -$47.2K -1,638 -15%
KFP
1824
KMG Fiduciary Partners
Ohio
$276K +$3.17K +110 +1%
MC
1825
Miramar Capital
Illinois
$275K – – –
71 72
73
74 75