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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1876
Gemmer Asset Management
California
$376K +$322 +12 +0.1%
VCM
1877
Vivaldi Capital Management
Illinois
$375K -$6.19K -231 -2%
DBIA
1878
Dumont & Blake Investment Advisors
New Jersey
$375K +$4.07K +152 +1%
AIM
1879
Axiom Investment Management
New York
$374K -$481K -17,930 -96%
NFG
1880
Nadler Financial Group
Illinois
$374K -$13.1K -489 -4%
CRI
1881
Colonial River Investments
Virginia
$374K +$305K +11,370 New
BMC
1882
Benin Management Corp
Connecticut
$373K -$80.4K -3,000 -20%
RFO
1883
RiverGlades Family Offices
Florida
$373K – – –
HAS
1884
HBW Advisory Services
California
$373K +$60.7K +2,263 +21%
FWP
1885
Firethorn Wealth Partners
Georgia
$373K +$329K +12,292 New
JWM
1886
JGP Wealth Management
Oregon
$372K +$307K +11,448 New
FHC
1887
First Heartland Consultants
Missouri
$370K -$3.11K -116 -0.9%
TCM
1888
Tradewinds Capital Management
Washington
$370K -$509 -19 -0.2%
PCS
1889
Personal CFO Solutions
New Jersey
$370K +$29.8K +1,111 +10%
MPI
1890
Mairs & Power Inc
Minnesota
$368K +$6.7K +250 +2%
KW
1891
KWB Wealth
California
$368K +$325K +12,127 New
AC
1892
Annandale Capital
Texas
$367K +$324K +12,101 New
KPCM
1893
Kings Point Capital Management
New York
$366K -$141K -5,250 -30%
HT
1894
HighTower Trust
Texas
$365K +$323K +12,044 New
SFWA
1895
Summit Financial Wealth Advisors
Louisiana
$364K -$181K -6,740 -31%
V
1896
VeraBank
Texas
$364K -$137K -5,100 -30%
FSA
1897
Franklin Street Advisors
North Carolina
$364K +$482 +18 +0.1%
FMN
1898
Financial Management Network
California
$364K +$301K +11,243 New
FNBOMD
1899
First National Bank of Mount Dora
Florida
$364K +$322K +11,995 New
OHIS
1900
Oak Harvest Investment Services
Texas
$359K +$317K +11,838 New
74 75
76
77 78