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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2776
Tortoise Investment Management
New York
$97.6K -$10.3K -270 -10%
GGI
2777
Godsey & Gibb Inc
Virginia
$96.2K -$73.2K -1,910 -44%
NMM
2778
Naples Money Management
Florida
$95.9K +$6.9K +180 +8%
CWM
2779
CarsonAllaria Wealth Management
Illinois
$95.9K +$230 +6 +0.2%
HDIM
2780
Hanson & Doremus Investment Management
Vermont
$95K – – –
GA
2781
GoalVest Advisory
New York
$93.8K -$3.07K -80 -3%
BIM
2782
Breakwater Investment Management
Washington
$92.2K – – –
RFS
2783
Richardson Financial Services
Massachusetts
$90.7K +$3.79K +99 +5%
APGC
2784
A.P. Gilfoyle & Co
New York
$90K – – –
FDCP
2785
Foster Dykema Cabot & Partners
Massachusetts
$89.9K -$4.91K -128 -5%
LIA
2786
Lynx Investment Advisory
District of Columbia
$89.6K +$86.3K +2,253 New
ATC
2787
Advantage Trust Company
Kansas
$89.5K – – –
GIS
2788
Grayhawk Investment Strategies
Alberta, Canada
$87.4K – – –
SA
2789
Scarborough Advisors
Maryland
$87.3K +$5.67K +148 +7%
BWL
2790
Bogart Wealth LLC
Virginia
$85.6K -$45.6K -1,189 -36%
CAC
2791
Core Alternative Capital
Georgia
$85.1K – – –
TC
2792
Trust Company
Kansas
$84.9K – – –
DFA
2793
DHJJ Financial Advisors
Illinois
$83.1K – – –
FWA
2794
FSC Wealth Advisors
New York
$83K +$72.4K +1,888 +944%
Loomis, Sayles & Company
2795
Loomis, Sayles & Company
Massachusetts
$83K +$1.61K +42 +2%
AWM
2796
Atticus Wealth Management
Florida
$80.9K -$5.59K -146 -7%
RFG
2797
REAP Financial Group
Texas
$80.7K -$5.06K -132 -6%
DI
2798
DAGCO Inc
Ohio
$80.1K +$230 +6 +0.3%
SAG
2799
Spotlight Asset Group
Illinois
$79.5K – – –
CIAS
2800
CBIZ Investment Advisory Services
Ohio
$78.4K +$19.7K +513 +35%