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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SACTSONJ
751
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.94M
PAM
752
Paradigm Asset Management
New York
$3.94M +$1.43M +52,750 +49%
TW
753
TrinityPoint Wealth
Connecticut
$3.94M +$4.34M +159,853 New
IAA
754
Independent Advisor Alliance
North Carolina
$3.92M +$410K +15,130 +11%
Carson Wealth (CWM LLC)
755
Carson Wealth (CWM LLC)
Nebraska
$3.89M -$177K -6,515 -4%
RT
756
Rockland Trust
Massachusetts
$3.87M +$534K +19,697 +14%
CC
757
ClearArc Capital
Ohio
$3.86M -$2.27M -83,666 -35%
AUB
758
Atlantic Union Bankshares
Virginia
$3.85M -$1.23M -45,261 -22%
WAAG
759
Wealth Alliance Advisory Group
Kansas
$3.85M +$813K +29,968 +24%
CCM
760
Coldstream Capital Management
Washington
$3.84M -$365K -13,450 -8%
1IA
761
1834 Investment Advisors
Wisconsin
$3.82M +$4.17M +153,543 +9,306%
WC
762
Woodstock Corp
Massachusetts
$3.82M +$111K +4,100 +3%
CFA
763
Carroll Financial Associates
North Carolina
$3.81M +$138K +5,090 +4%
CC
764
Courier Capital
New York
$3.79M -$151K -5,564 -3%
First Manhattan
765
First Manhattan
New York
$3.78M -$30.9K -1,139 -0.7%
FANJ
766
Financial Architects (New Jersey)
New Jersey
$3.78M -$6.51K -240 -0.2%
MC
767
Moors & Cabot
Massachusetts
$3.77M -$507K -18,674 -11%
ATIA
768
American Trust Investment Advisors
New Hampshire
$3.77M +$4.15M +153,078 New
IRF
769
IBM Retirement Fund
New York
$3.75M -$379K -13,987 -8%
CNAM
770
Campbell Newman Asset Management
Wisconsin
$3.75M
VanEck Associates
771
VanEck Associates
New York
$3.75M +$367K +13,527 +10%
LNWWM
772
Laird Norton Wetherby Wealth Management
California
$3.72M -$162K -5,954 -4%
AA
773
ALPS Advisors
Colorado
$3.71M -$1.9K -70 -0%
MNG
774
Manning & Napier Group
New York
$3.7M -$118K -4,345 -3%
MFS
775
Monetta Financial Services
Illinois
$3.7M -$543K -20,000 -12%