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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1876
Requisite Capital Management
Texas
$511K +$40.3K +1,000 +9%
CAM
1877
Campion Asset Management
Virginia
$509K -$54.2K -1,346 -10%
BIA
1878
BHK Investment Advisors
Alabama
$509K – – –
WDL
1879
Well Done LLC
Michigan
$508K +$113K +2,805 +31%
AWM
1880
AllSquare Wealth Management
New York
$506K -$20.1K -500 -4%
TSS
1881
Two Sigma Securities
New York
$506K +$480K +11,924 New
B
1882
Brightworth
Georgia
$505K +$81 +2 +0%
RC
1883
Rinet Company
Massachusetts
$505K +$14K +348 +3%
SIM
1884
Sonora Investment Management
Arizona
$504K +$33K +818 +7%
WCM
1885
Wedge Capital Management
North Carolina
$503K -$32.4M -804,280 -99%
TFA
1886
Trinity Financial Advisors
Ohio
$501K -$167K -4,146 -26%
IFG
1887
Investors Financial Group
Minnesota
$501K +$2.1K +52 +0.4%
V
1888
VeraBank
Texas
$500K – – –
TCMP
1889
Thrive Capital Management (Pennsylvania)
Pennsylvania
$500K +$2.34K +58 +0.5%
SN
1890
Sittner & Nelson
Oregon
$499K – – –
HC
1891
Hoese & Co
Minnesota
$498K -$90.4K -2,243 -16%
WIM
1892
Westside Investment Management
California
$497K -$44.3K -1,100 -3%
GP
1893
Greenline Partners
New York
$497K – – –
FNBOSM
1894
First National Bank of South Miami
Florida
$497K +$30.5K +756 +7%
PP
1895
Prudential plc
United Kingdom
$495K -$28.7M -712,040 -98%
OPCM
1896
Osborne Partners Capital Management
California
$495K -$112K -2,770 -19%
FSA
1897
Franklin Street Advisors
North Carolina
$495K -$14.3K -354 -3%
CI
1898
CX Institutional
Indiana
$492K -$23.3K -579 -5%
CWM
1899
Centric Wealth Management
Illinois
$491K +$121 +3 +0%
CRWM
1900
Castle Rock Wealth Management
California
$489K -$32.3K -801 -7%
74 75
76
77 78