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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Madison Wealth Management
Ohio
$11.9M +$30.9K +767 +0.3%
Fayez Sarofim & Co
527
Fayez Sarofim & Co
Texas
$11.8M -$1.03M -25,635 -8%
BG
528
Bollard Group
Massachusetts
$11.7M +$930K +23,099 +9%
BOTW
529
Bank of the West
California
$11.7M +$282K +7,003 +3%
RBA
530
Richard Bernstein Advisors
New York
$11.6M +$543K +13,481 +5%
GIM
531
Greylin Investment Management
Virginia
$11.6M -$386K -9,592 -3%
MCM
532
Maryland Capital Management
Maryland
$11.4M +$501K +12,430 +5%
ERIM
533
Eagle Ridge Investment Management
Connecticut
$11.4M +$182K +4,518 +2%
WJWM
534
Williams Jones Wealth Management
New York
$11.4M -$242K -6,015 -2%
AL
535
Arnhold LLC
New York
$11.4M -$129K -3,206 -1%
PHK
536
Point72 Hong Kong
Hong Kong
$11.4M +$10.8M +267,636 +24,133%
KWILP
537
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.3M -$10.6M -263,900 -50%
AHC
538
Anderson Hoagland & Co
Missouri
$11.3M +$56.2K +1,396 +0.5%
ACM
539
Azimuth Capital Management
Michigan
$11.3M -$136K -3,371 -1%
AF
540
Ally Financial
Michigan
$11.2M +$3.02M +75,000 +39%
KPWS
541
Kestra Private Wealth Services
Texas
$11.2M +$619K +15,372 +6%
EAM
542
Eagle Asset Management
Florida
$11.1M +$1.57M +38,910 +17%
PGIM
543
Pacific Global Investment Management
California
$11.1M -$160K -3,976 -1%
BU
544
BBVA USA
Alabama
$11.1M -$22.8K -567 -0.2%
LDFR
545
Lehman & Derafelo Financial Resources
Pennsylvania
$11M -$577K -14,328 -5%
DY
546
Dowling & Yahnke
California
$11M +$40.2K +997 +0.4%
AI
547
Atria Investments
North Carolina
$10.9M +$1.07M +26,624 +12%
WIA
548
Westbourne Investment Advisors
Maryland
$10.9M -$43.8K -1,087 -0.4%
Lido Advisors
549
Lido Advisors
California
$10.8M -$1.47M -36,587 -13%
SFS
550
Sowell Financial Services
Arkansas
$10.8M +$658K +16,341 +7%