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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
H
776
HoyleCohen
California
$3.12M -$136K -5,746 -4%
WAAG
777
Wealth Alliance Advisory Group
Kansas
$3.11M -$29K -1,229 -0.9%
KFA
778
Kays Financial Advisory
Georgia
$3.11M +$124K +5,257 +4%
IB
779
Intrust Bank
Kansas
$3.11M +$450K +19,063 +17%
PF
780
Phoenix Financial
Israel
$3.11M +$1.18M +49,934 +56%
IMPI
781
Ilmarinen Mutual Pension Insurance
Finland
$3.09M +$3.07M +130,000 New
CNC
782
Canandaigua National Corp
New York
$3.06M +$3.05M +128,983 New
EWA
783
EP Wealth Advisors
California
$3.06M -$898K -37,993 -23%
Bank Julius Baer & Co
784
Bank Julius Baer & Co
Switzerland
$3.06M +$2.79M +117,942 +1,102%
XWM
785
Xcel Wealth Management
Florida
$3.05M +$33.3K +1,410 +1%
VWM
786
Valley Wealth Managers
New Jersey
$3.04M -$55.2K -2,337 -2%
ALAM
787
Asahi Life Asset Management
Japan
$3.03M -$1.46M -61,621 -33%
CI
788
Conning Inc
Connecticut
$3.03M -$150K -6,336 -5%
EIM
789
Essex Investment Management
Massachusetts
$3.03M +$418K +17,704 +16%
CIM
790
Chapman Investment Management
California
$3.02M +$712K +30,145 +31%
HIC
791
Harbor Island Capital
Massachusetts
$3.01M +$8.27K +350 +0.3%
SIM
792
Stratos Investment Management
Ohio
$3M +$460K +19,470 +18%
LPT
793
Legacy Private Trust
Wisconsin
$3M -$78K -3,300 -3%
SBH
794
Segall Bryant & Hamill
Illinois
$2.99M +$371K +15,712 +14%
PTC
795
Private Trust Company
Ohio
$2.99M +$1.21M +51,232 +66%
MCM
796
Mengis Capital Management
Oregon
$2.98M -$103K -4,364 -3%
AFM
797
Abbot Financial Management
Massachusetts
$2.98M -$36.2K -1,530 -1%
PFS
798
Prospera Financial Services
Texas
$2.98M +$391K +16,563 +15%
MCM
799
Murphy Capital Management
New Jersey
$2.95M +$157K +6,634 +6%
CIP
800
Convergence Investment Partners
Florida
$2.95M +$631K +26,702 +27%