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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
776
TD Private Client Wealth
New York
$4.64M +$939K +27,275 +24%
MNBTD
777
Moody National Bank Trust Division
Texas
$4.63M +$42.3K +1,229 +0.9%
SWS
778
SYSTM Wealth Solutions
Illinois
$4.59M +$4.77M +138,540 New
LWAC
779
Laurel Wealth Advisors (California)
California
$4.57M -$190K -5,521 -4%
LCS
780
Levin Capital Strategies
New York
$4.56M +$1.4M +40,534 +42%
PP
781
Patten & Patten
Tennessee
$4.56M -$108K -3,125 -2%
Bank Julius Baer & Co
782
Bank Julius Baer & Co
Switzerland
$4.55M +$414K +12,029 +10%
CF
783
Cantor Fitzgerald
New York
$4.54M +$7.92K +230 +0.2%
CWM
784
Congress Wealth Management
Massachusetts
$4.52M -$8.3M -240,930 -64%
SGA
785
Strategic Global Advisors
California
$4.5M +$913K +26,495 +24%
IA
786
Icon Advisers
Colorado
$4.5M
PCA
787
Providence Capital Advisors
North Carolina
$4.49M -$15.5K -449 -0.3%
FAM
788
Fred Alger Management
New York
$4.48M +$400K +11,618 +9%
SFM
789
Signet Financial Management
New Jersey
$4.47M +$181K +5,258 +4%
CCT
790
Chemung Canal Trust
New York
$4.47M +$4.65M +134,856 New
FSCM
791
Front Street Capital Management
Montana
$4.46M -$317K -9,206 -6%
LWM
792
Lyell Wealth Management
California
$4.45M +$42.8K +1,242 +0.9%
PA
793
Profund Advisors
Maryland
$4.42M +$224K +6,495 +5%
AF
794
Arrow Financial
New York
$4.41M +$99.7K +2,894 +2%
MLIC
795
Mandatum Life Insurance Company
Finland
$4.41M +$270K +7,825 +6%
FWM
796
Focused Wealth Management
New York
$4.4M -$6.37K -185 -0.1%
JWM
797
Jessup Wealth Management
Ohio
$4.4M +$4.57M +132,788 New
WIC
798
Woodmont Investment Counsel
Tennessee
$4.38M -$58.2K -1,690 -1%
SBIA
799
Sheaff Brock Investment Advisors
Indiana
$4.36M +$212K +6,163 +5%
LBC
800
Lawrence B. Cohen
$4.36M +$1.58M +45,900 +53%