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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1926
Meriwether Wealth & Planning
Louisiana
$772K +$773K +17,573 New
WC
1927
Whitney & Co
New York
$771K -$11.5K -262 -1%
DDC
1928
DF Dent & Co
Maryland
$771K -$13K -295 -2%
PCM
1929
Penserra Capital Management
California
$769K +$444K +10,100 +136%
GPA
1930
Garrison Point Advisors
California
$768K +$88 +2 +0%
DMBA
1931
Deseret Mutual Benefit Administrators
Utah
$768K -$80.7K -1,834 -10%
OPA
1932
Old Port Advisors
Maine
$768K -$1.76K -40 -0.2%
WCA
1933
Westover Capital Advisors
Delaware
$768K +$51.1K +1,161 +7%
CIR
1934
Clear Investment Research
Georgia
$766K -$7.43K -169 -1%
PCM
1935
Pointe Capital Management
Michigan
$765K +$8.14K +185 +1%
BWM
1936
Blossom Wealth Management
California
$765K +$13.4K +305 +2%
WCM
1937
Whitener Capital Management
North Carolina
$765K -$8.8K -200 -1%
WSCM
1938
Wellington Shields Capital Management
New York
$764K -$614K -13,946 -45%
HI
1939
Humankind Investments
New York
$764K -$99K -2,250 -11%
BB
1940
Bell Bank
North Dakota
$763K -$1.58K -36 -0.2%
ECP
1941
Epacria Capital Partners
Colorado
$762K -$807K -18,340 -51%
OAM
1942
Oxford Asset Management
United Kingdom
$762K +$124K +2,829 +20%
CAMV
1943
Concord Asset Management (Virginia)
Virginia
$761K +$64.1K +1,458 +9%
GFP
1944
Gryphon Financial Partners
Ohio
$761K +$48.3K +1,097 +7%
CJL
1945
Cyrus J. Lawrence
New York
$761K +$1.58K +36 +0.2%
1WA
1946
180 Wealth Advisors
Washington
$760K -$39.9K -906 -5%
GAM
1947
Grandview Asset Management
Pennsylvania
$759K -$15.7K -357 -2%
BOS
1948
Bank of Stockton
California
$757K -$171K -3,896 -18%
CPBTD
1949
Central Pacific Bank - Trust Division
Hawaii
$756K -$398K -9,050 -34%
PCM
1950
Polymer Capital Management
New York
$756K +$757K +17,198 New
76 77
78
79 80