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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWCC
2076
B&D White Capital Company
Texas
$401K +$417K +12,100 New
HBW
2077
Hazlett, Burt & Watson
West Virginia
$400K +$8.61K +250 +2%
NO
2078
Ninety One
South Africa
$400K – – –
BAM
2079
BOS Asset Management
Illinois
$399K +$415K +12,048 New
FTC
2080
Farmers Trust Company
Ohio
$399K +$7.13K +207 +2%
BP
2081
BBR Partners
New York
$399K +$415K +12,043 New
RWP
2082
Revolve Wealth Partners
New Jersey
$399K +$108K +3,130 +35%
AFS
2083
Annapolis Financial Services
Maryland
$396K -$62.6K -1,817 -13%
VF
2084
Vest Financial
Virginia
$396K +$412K +11,968 New
TAM
2085
Townsend Asset Management
North Carolina
$396K +$6.61K +192 +2%
KWM
2086
Kolinsky Wealth Management
New Jersey
$396K +$5.86K +170 +1%
WJA
2087
Willis Johnson & Associates
Texas
$396K -$8.65K -251 -2%
SMA
2088
Sage Mountain Advisors
Georgia
$395K +$105K +3,046 +34%
NFG
2089
Nadler Financial Group
Illinois
$395K +$723 +21 +0.2%
WCM
2090
Wedge Capital Management
North Carolina
$395K -$12.8K -371 -3%
JWM
2091
JGP Wealth Management
Oregon
$395K -$517 -15 -0.1%
BEAM
2092
Baker Ellis Asset Management
Washington
$394K – – –
SFG
2093
Summit Financial Group
West Virginia
$393K – – –
KFS
2094
Kaizen Financial Strategies
California
$393K +$5.17K +150 +1%
CCT
2095
Capital City Trust
Florida
$392K – – –
AWM
2096
Atticus Wealth Management
Florida
$391K – – –
RA
2097
Rise Advisors
New York
$391K +$2.65K +77 +0.7%
GM
2098
Granger Management
New York
$390K -$8.96K -260 -2%
EWM
2099
Evermay Wealth Management
Virginia
$390K -$49.9K -1,450 -11%
PIM
2100
Penobscot Investment Management
Massachusetts
$388K +$404K +11,725 New
82 83
84
85 86