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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
726
RPG Investment Advisory
California
$6.25M +$150K +3,321 +2%
SIM
727
Stratos Investment Management
Ohio
$6.25M -$522K -11,572 -7%
IA
728
Icon Advisers
Colorado
$6.25M -$2.44M -54,025 -26%
HWM
729
Holloway Wealth Management
Florida
$6.23M
PP
730
Patten & Patten
Tennessee
$6.23M +$22K +488 +0.3%
BS
731
Bessemer Securities
New York
$6.22M -$31.6K -700 -0.5%
FC
732
Ferris Capital
Massachusetts
$6.15M
RWA
733
River Wealth Advisors
Pennsylvania
$6.14M +$277K +6,150 +4%
EP
734
Eudaimonia Partners
Tennessee
$6.12M +$6.7M +148,422 New
LCOV
735
London Company of Virginia
Virginia
$6.1M +$2.6M +57,660 +64%
RFWA
736
RPg Family Wealth Advisory
Massachusetts
$6.08M -$939K -20,811 -12%
LWAC
737
Laurel Wealth Advisors (California)
California
$6.08M +$1.07M +23,659 +19%
First Manhattan
738
First Manhattan
New York
$6.07M +$2.45M +54,313 +58%
JCM
739
Jacobi Capital Management
Pennsylvania
$6.07M +$4.06M +89,893 +157%
CT
740
Chicago Trust
Illinois
$6.07M -$193K -4,273 -3%
ZIG
741
Zuckerman Investment Group
Illinois
$6.06M -$5.37K -119 -0.1%
AA
742
Altrafin AG
$6.03M +$56.9K +1,260 +0.9%
EF
743
Empirical Finance
Pennsylvania
$6.02M +$1.23M +27,160 +23%
DGAM
744
Desjardins Global Asset Management
Quebec, Canada
$6.01M -$863K -19,130 -12%
DA
745
DCF Advisers
Connecticut
$6M
WIC
746
Woodmont Investment Counsel
Tennessee
$5.99M +$72.6K +1,610 +1%
BA
747
Baugh & Associates
Georgia
$5.99M -$21.2K -470 -0.3%
SFG
748
Snider Financial Group
Washington
$5.96M -$288K -6,377 -4%
PFS
749
Prospera Financial Services
Texas
$5.95M +$24K +533 +0.4%
CWG
750
Cornerstone Wealth Group
North Carolina
$5.95M -$3.37M -74,756 -34%