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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
701
Xcel Wealth Management
Florida
$4.98M -$67K -2,500 -1%
BPCE
702
Bank Pictet & Cie (Europe)
Germany
$4.96M +$427K +15,931 +11%
GGS
703
Galvin Gaustad & Stein
Arizona
$4.93M +$4.36M +162,754 New
SCM
704
Schnieders Capital Management
California
$4.91M +$9.78K +365 +0.2%
WP
705
Waycross Partners
Kentucky
$4.88M +$4.32M +161,036 New
IWP
706
Icon Wealth Partners
Texas
$4.87M +$14.5K +542 +0.3%
SAM
707
Socorro Asset Management
Texas
$4.85M +$4.29M +160,153 New
MAM
708
Mark Asset Management
New York
$4.85M +$4.29M +160,000 New
MC
709
Moors & Cabot
Massachusetts
$4.85M -$179K -6,694 -4%
SPC
710
Sigma Planning Corp
Michigan
$4.83M -$119K -4,429 -3%
RIL
711
Rothschild Investment LLC
Illinois
$4.83M +$459K +17,117 +12%
MPIM
712
McGinn Penninger Investment Management
Virginia
$4.8M +$4.25M +158,406 New
WC
713
Woodstock Corp
Massachusetts
$4.78M +$186K +6,951 +5%
AC
714
Allstate Corporation
Illinois
$4.77M -$367K -13,690 -8%
IPW
715
Inlet Private Wealth
Florida
$4.77M +$72.4K +2,700 +2%
BWP
716
Baldwin Wealth Partners
Massachusetts
$4.77M -$3.85M -143,508 -48%
GAM
717
Gotham Asset Management
New York
$4.76M -$1.82M -67,745 -30%
1832 Asset Management
718
1832 Asset Management
Ontario, Canada
$4.76M -$26.3M -982,063 -86%
SM
719
Sciencast Management
New Jersey
$4.76M +$2.12M +79,002 +118%
KOCAA
720
Knights of Columbus Asset Advisors
Connecticut
$4.76M -$928K -34,608 -18%
MAM
721
Mastrapasqua Asset Management
Tennessee
$4.75M -$210K -7,845 -5%
RAM
722
Roanoke Asset Management
New Jersey
$4.73M -$18.1K -675 -0.4%
GIM
723
Guardian Investment Management
California
$4.7M -$327K -12,190 -7%
1IA
724
1834 Investment Advisors
Wisconsin
$4.69M +$235K +8,766 +6%
AWMT
725
AAFMAA Wealth Management & Trust
North Carolina
$4.68M +$4.14M +154,546 New