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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
651
Montgomery Investment Management
Maryland
$5.6M -$1.65K -50 -0%
1IA
652
1834 Investment Advisors
Wisconsin
$5.6M -$769K -23,310 -11%
SGA
653
Strategic Global Advisors
California
$5.59M +$1.96M +59,434 +44%
AAP
654
Aristotle Atlantic Partners
Florida
$5.57M -$2.12M -64,143 -25%
PFO
655
Pathstone Family Office
New Jersey
$5.54M -$3.97M -120,310 -39%
GWMIA
656
Global Wealth Management Investment Advisory
Florida
$5.53M +$1.64M +49,660 +35%
AF
657
Allworth Financial
California
$5.52M -$146K -4,422 -2%
ECM
658
Everence Capital Management
Indiana
$5.49M
EWM
659
Evercore Wealth Management
New York
$5.46M -$319K -9,654 -5%
TF
660
Talbot Financial
Washington
$5.45M -$1.97M -59,593 -24%
IB
661
Intrust Bank
Kansas
$5.42M -$59.4K -1,800 -0.9%
FAB
662
First American Bank
Illinois
$5.38M -$1.02M -30,779 -14%
MCP
663
Mirador Capital Partners
California
$5.37M +$2.76M +83,537 +80%
Westfield Capital Management
664
Westfield Capital Management
Massachusetts
$5.34M -$43.3M -1,311,916 -88%
RMSCM
665
R.M. Sincerbeaux Capital Management
New York
$5.31M
BFIC
666
Bedell Frazier Investment Counselling
California
$5.31M -$67.6K -2,048 -1%
RWM
667
Rench Wealth Management
Texas
$5.28M +$120K +3,622 +2%
FA
668
FDx Advisors
Illinois
$5.26M
LDB
669
Lee, Danner & Bass
Tennessee
$5.25M +$884K +26,779 +17%
VAS
670
Vestmark Advisory Solutions
Massachusetts
$5.22M -$1.08M -32,580 -15%
MGIA
671
Moneta Group Investment Advisors
Missouri
$5.21M +$489K +14,801 +9%
WC
672
Woodstock Corp
Massachusetts
$5.21M +$151K +4,575 +3%
ZIG
673
Zuckerman Investment Group
Illinois
$5.18M -$1.31M -39,711 -18%
MIC
674
Means Investment Company
Maine
$5.17M +$20.8K +631 +0.4%
SS
675
Simplicity Solutions
Minnesota
$5.16M +$3.13M +94,788 +111%