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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2051
Mather Group
Illinois
$336K +$14.5K +420 +5%
KA
2052
Klingman & Associates
New York
$336K +$22.4K +648 +8%
ACM
2053
Aljian Capital Management
Nevada
$335K -$6.9K -200 -2%
HI
2054
Hendershot Investments
Virginia
$335K – – –
MWM
2055
Maltin Wealth Management
New Jersey
$335K +$43.8K +1,269 +17%
SFO
2056
Stokes Family Office
Louisiana
$334K -$6.8K -197 -2%
HI
2057
Humankind Investments
New York
$334K +$298K +8,627 New
FPS
2058
Fieldpoint Private Securities
Connecticut
$332K -$65.6K -1,900 -18%
RB
2059
Renasant Bank
Mississippi
$332K -$15.1K -438 -5%
AP
2060
Americana Partners
Texas
$332K -$3.83K -111 -1%
LJHT
2061
Laurie J. Hall Trustee
$331K +$20.7K +600 +8%
SMH
2062
Sanders Morris Harris
Texas
$330K -$69K -2,000 -19%
WAM
2063
Wolverine Asset Management
Illinois
$329K -$227K -6,592 -44%
CA
2064
CGN Advisors
Kansas
$329K +$293K +8,505 New
WOSD
2065
WFA of San Diego
California
$329K +$294K +8,506 New
JLBC
2066
J.L. Bainbridge & Co
Florida
$328K -$33.5K -972 -10%
HVP
2067
Hudson Value Partners
Florida
$328K -$3.8K -110 -1%
CG
2068
Corundum Group
Colorado
$328K +$19.6K +569 +7%
APWA
2069
Atlas Private Wealth Advisors
New Jersey
$327K -$4.21K -122 -1%
KOMWMG
2070
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$327K +$6.49K +188 +2%
PWAC
2071
Private Wealth Advisors (California)
California
$326K -$47.5K -1,377 -14%
CCA
2072
Column Capital Advisors
Indiana
$325K -$20K -580 -6%
CAM
2073
Chou Associates Management
Ontario, Canada
$324K -$345K -10,000 -54%
TLP
2074
Trinity Legacy Partners
Texas
$324K -$11.5K -333 -4%
PMG
2075
Private Management Group
California
$324K – – –
81 82
83
84 85