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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
701
Gibraltar Capital Management
Oklahoma
$6.39M +$795K +23,049 +17%
BAM
702
Boyar Asset Management
New York
$6.38M -$143K -4,158 -2%
GGS
703
Galvin Gaustad & Stein
Arizona
$6.38M +$74.1K +2,146 +1%
XWM
704
Xcel Wealth Management
Florida
$6.37M +$10.5K +303 +0.2%
RIL
705
Rothschild Investment LLC
Illinois
$6.31M +$129K +3,731 +2%
AF
706
Arrow Financial
New York
$6.29M -$91.9K -2,664 -2%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$6.28M -$140K -4,067 -2%
1IA
708
1834 Investment Advisors
Wisconsin
$6.25M +$239K +6,936 +4%
EIP
709
Easterly Investment Partners
Massachusetts
$6.23M -$403K -11,687 -7%
EWA
710
EP Wealth Advisors
California
$6.22M +$1.49M +43,116 +37%
IPW
711
Inlet Private Wealth
Florida
$6.2M +$96.6K +2,800 +2%
CDH
712
Charles D. Hyman
$6.17M +$432K +12,533 +9%
VAS
713
Vestmark Advisory Solutions
Massachusetts
$6.17M +$377K +10,919 +7%
BWP
714
Baldwin Wealth Partners
Massachusetts
$6.17M +$73.8K +2,138 +1%
RAM
715
Roanoke Asset Management
New Jersey
$6.17M +$117K +3,405 +2%
BRWA
716
B. Riley Wealth Advisors
Florida
$6.16M +$530K +15,351 +11%
WC
717
Woodstock Corp
Massachusetts
$6.16M +$50.8K +1,471 +0.9%
Carson Wealth (CWM LLC)
718
Carson Wealth (CWM LLC)
Nebraska
$6.12M
IAIM
719
International Assets Investment Management
Florida
$6.09M +$3.36M +97,500 +88%
KOCAA
720
Knights of Columbus Asset Advisors
Connecticut
$6.07M +$2.17K +63 +0%
AAS
721
Avantax Advisory Services
Texas
$6.03M +$1.56M +45,235 +41%
GIM
722
Guardian Investment Management
California
$6M
ZIG
723
Zuckerman Investment Group
Illinois
$5.99M +$205K +5,931 +4%
RBA
724
Richard Bernstein Advisors
New York
$5.95M
CC
725
Courier Capital
New York
$5.87M -$51K -1,477 -1%