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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SW
651
SVB Wealth
Massachusetts
$3.78M -$112K -3,722 -2%
WB
652
Webster Bank
Connecticut
$3.77M -$2.61M -87,162 -33%
HWM
653
Holloway Wealth Management
Florida
$3.75M
Wealth Enhancement Advisory Services
654
Wealth Enhancement Advisory Services
Minnesota
$3.71M +$367K +12,245 +9%
FHB
655
First Hawaiian Bank
Hawaii
$3.71M -$84.3K -2,812 -2%
RG
656
Rathbones Group
United Kingdom
$3.7M -$225K -7,505 -4%
GIM
657
Guardian Investment Management
California
$3.68M +$1.17M +38,931 +29%
VI
658
Vestcor Inc
New Brunswick, Canada
$3.68M +$988K +32,948 +23%
FB
659
Fulton Bank
Pennsylvania
$3.68M +$600K +19,998 +13%
BAM
660
Boyar Asset Management
New York
$3.68M +$69.9K +2,331 +1%
PWW
661
Pettyjohn Wood & White
Virginia
$3.67M +$376K +12,551 +8%
GRP
662
Global Retirement Partners
California
$3.67M -$504K -16,802 -9%
AL
663
AJO LP
Pennsylvania
$3.65M -$1.08M -36,001 -17%
SCM
664
Stellar Capital Management
Arizona
$3.63M -$389K -12,985 -7%
ASN
665
Advisory Services Network
Georgia
$3.63M +$551K +18,379 +12%
KFC
666
Klingenstein Fields & Co
New York
$3.62M -$125K -4,167 -2%
BUB
667
BBVA USA Bancshares
Texas
$3.58M -$30.4K -1,015 -0.6%
RAM
668
Roanoke Asset Management
New Jersey
$3.57M -$30.1K -1,005 -0.6%
DA
669
DCF Advisers
Connecticut
$3.56M +$225K +7,500 +5%
RIA
670
RPG Investment Advisory
California
$3.54M +$242K +8,074 +5%
EWA
671
EP Wealth Advisors
California
$3.54M -$772K -25,740 -13%
LOPW
672
Live Oak Private Wealth
North Carolina
$3.53M +$762K +25,413 +18%
TW
673
Transform Wealth
Colorado
$3.51M +$181K +6,038 +4%
B
674
Bailard
California
$3.5M -$137K -4,579 -3%
AF
675
Arrow Financial
New York
$3.49M +$96.6K +3,223 +2%