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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
651
Advisory Services Network
Georgia
$7.63M +$981K +24,356 +16%
CFA
652
Carroll Financial Associates
North Carolina
$7.58M +$193K +4,801 +3%
MIC
653
Means Investment Company
Maine
$7.55M -$69.9K -1,736 -1%
CAM
654
Carret Asset Management
New York
$7.51M -$270K -6,696 -4%
CC
655
Carlson Capital
Texas
$7.48M +$7.1M +176,168 New
Capstone Investment Advisors
656
Capstone Investment Advisors
New York
$7.43M +$4.82M +119,591 +215%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$7.42M +$33.9K +842 +0.5%
HI
658
Hendershot Investments
Virginia
$7.42M +$6.69M +166,179 +1,919%
Qube Research & Technologies (QRT)
659
Qube Research & Technologies (QRT)
United Kingdom
$7.4M +$7.02M +174,287 New
MC
660
Moors & Cabot
Massachusetts
$7.39M +$90.6K +2,249 +1%
FA
661
Fagan Associates
New York
$7.37M -$3.02M -75,043 -30%
NSIM
662
North Star Investment Management
Illinois
$7.27M +$35K +869 +0.5%
MCM
663
McKinley Capital Management
Alaska
$7.24M -$11.6M -288,411 -63%
SW
664
SVB Wealth
Massachusetts
$7.22M -$563K -13,983 -8%
TPCW
665
TD Private Client Wealth
New York
$7.19M +$26.2K +650 +0.4%
ECM
666
Everence Capital Management
Indiana
$7.18M -$823K -20,430 -11%
HW
667
Hancock Whitney
Mississippi
$7.16M -$2.69M -66,729 -28%
RGI
668
River Global Investors
United Kingdom
$7.14M -$201K -5,000 -3%
RFWA
669
RPg Family Wealth Advisory
Massachusetts
$7.12M +$90.1K +2,236 +1%
FC
670
Ferris Capital
Massachusetts
$7.09M +$6.01M +149,298 New
MOS
671
MGO One Seven
Ohio
$7.08M +$292K +7,249 +5%
SCP
672
Stamos Capital Partners
California
$7.05M -$20.5K -510 -0.3%
VAS
673
Vestmark Advisory Solutions
Massachusetts
$7M -$163K -4,057 -2%
XWM
674
Xcel Wealth Management
Florida
$7M -$12.8K -318 -0.2%
FT
675
Fiduciary Trust
Massachusetts
$6.98M -$60.3K -1,496 -0.9%