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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
2176
Penn Mutual Asset Management
Pennsylvania
$199K +$176K +6,560 New
EA
2177
Elm Advisors
California
$193K +$171K +6,375 New
TFGT
2178
TS Financial Group (TSFG)
Illinois
$192K +$2.71K +101 +2%
SNT
2179
Security National Trust
West Virginia
$189K -$4.02K -150 -2%
EIP
2180
Ellis Investment Partners
Pennsylvania
$188K -$9.94K -371 -6%
MHR
2181
Matthew Hamilton Rosenberg
$186K +$14.1K +525 +9%
PIA
2182
Powell Investment Advisors
Florida
$185K – – –
PMFA
2183
Plante Moran Financial Advisors
Michigan
$183K +$46.3K +1,728 +40%
TWM
2184
Tradition Wealth Management
Minnesota
$183K +$162K +6,043 New
HFS
2185
Horizon Financial Services
North Carolina
$182K – – –
JAM
2186
JCIC Asset Management
Ontario, Canada
$182K +$68.6K +2,560 +74%
HI
2187
Human Investing
Oregon
$176K -$4.5K -168 -3%
FNBOSM
2188
First National Bank of South Miami
Florida
$173K +$6.3K +235 +4%
FBT
2189
First Bank & Trust
South Dakota
$170K -$11K -411 -7%
RIM
2190
Rockbridge Investment Management
New York
$164K +$375 +14 +0.3%
OSNBOA
2191
Old Second National Bank of Aurora
Illinois
$163K -$1.49M -55,625 -91%
JMF
2192
Johnson Midwest Financial
Iowa
$161K +$142K +5,312 New
GC
2193
Garde Capital
Washington
$159K +$141K +5,250 New
MIP
2194
Mondrian Investment Partners
United Kingdom
$157K +$103K +3,851 +291%
RPWA
2195
Regent Peak Wealth Advisors
Georgia
$157K +$139K +5,184 New
JGIA
2196
Jackson Grant Investment Advisers
Connecticut
$154K -$2.36K -88 -2%
MLFP
2197
MPS Loria Financial Planners
Illinois
$153K +$15.6K +581 +13%
TFM
2198
TFC Financial Management
Massachusetts
$151K +$80 +3 +0.1%
RAM
2199
Riggs Asset Management
Pennsylvania
$150K -$82.1K -3,062 -38%
MCM
2200
MV Capital Management
Maryland
$149K +$20.4K +760 +18%
86 87
88
89 90