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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
551
Westbourne Investment Advisors
Maryland
$10.2M -$60.4K -1,577 -0.6%
NIM
552
NEOS Investment Management
Connecticut
$10.2M +$3.17M +82,668 +48%
TCM
553
Tufton Capital Management
Maryland
$10.1M -$63.7K -1,663 -0.6%
JPWM
554
Jamison Private Wealth Management
Georgia
$10.1M -$146K -3,804 -1%
HCM
555
Huber Capital Management
California
$10.1M +$59.1K +1,543 +0.6%
GIM
556
Greylin Investment Management
Virginia
$10M -$10.9K -285 -0.1%
PCA
557
Providence Capital Advisors
North Carolina
$10M +$66.6K +1,739 +0.7%
CTC
558
Central Trust Company
Missouri
$10M -$355K -9,259 -4%
Assenagon Asset Management
559
Assenagon Asset Management
Luxembourg
$9.97M -$133K -3,475 -1%
AWCI
560
Alpine Woods Capital Investors
New York
$9.96M +$1.1M +28,638 +13%
RSWM
561
Robertson Stephens Wealth Management
California
$9.95M +$206K +5,369 +2%
WPW
562
Warther Private Wealth
Ohio
$9.95M -$896K -23,370 -9%
CDH
563
Charles D. Hyman
$9.9M +$123K +3,201 +1%
SCTC
564
Sanibel Captiva Trust Company
Florida
$9.88M -$691K -18,032 -7%
SA
565
SpiderRock Advisors
Delaware
$9.87M +$3.24M +84,488 +52%
BFS
566
Bard Financial Services
Connecticut
$9.86M -$69K -1,800 -0.7%
GVAG
567
Great Valley Advisor Group
Delaware
$9.81M -$917K -23,935 -9%
PTC
568
Philadelphia Trust Company
Pennsylvania
$9.76M +$455K +11,878 +5%
CIA
569
Concurrent Investment Advisors
Florida
$9.74M +$3.79M +98,917 +68%
SC
570
SouthState Corp
Florida
$9.72M -$717K -18,699 -7%
Westfield Capital Management
571
Westfield Capital Management
Massachusetts
$9.7M +$548K +14,312 +6%
SB
572
Simmons Bank
Arkansas
$9.7M -$414K -10,801 -4%
VVP
573
Venture Visionary Partners
Ohio
$9.65M +$175K +4,572 +2%
NB
574
Norinchukin Bank
Japan
$9.58M +$83.9K +2,188 +0.9%
PWW
575
Pettyjohn Wood & White
Virginia
$9.47M -$437K -11,404 -5%