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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$6.24M +$273K +6,128 +4%
IWA
777
Icon Wealth Advisors
Texas
$6.19M -$99.5K -2,232 -1%
BAM
778
Boyar Asset Management
New York
$6.19M -$594K -13,338 -8%
TPCW
779
TD Private Client Wealth
New York
$6.18M +$449K +10,065 +7%
UCMOK
780
United Capital Management of KS
Kansas
$6.16M +$4.95M +111,111 +305%
LM
781
Lincluden Management
Ontario, Canada
$6.12M -$309K -6,939 -5%
UAM
782
Unison Asset Management
Florida
$6.1M -$245K -5,502 -3%
AFG
783
Atomi Financial Group
New York
$6.1M -$255K -5,733 -4%
First Manhattan
784
First Manhattan
New York
$6.08M +$1.68M +37,593 +35%
KA
785
Kintegral Advisory
New York
$6.06M -$21.7K -488 -0.3%
LA
786
Lynch & Associates
Indiana
$5.99M -$44.5K -999 -0.7%
VLKIM
787
Van Lanschot Kempen Investment Management
Netherlands
$5.95M +$126K +2,829 +2%
CAMG
788
CWA Asset Management Group
Florida
$5.93M +$835K +18,734 +15%
FWC
789
First Washington Corp
Washington
$5.92M – – –
BA
790
Baugh & Associates
Georgia
$5.91M -$26.9K -603 -0.4%
CC
791
Courier Capital
New York
$5.9M +$136K +3,044 +2%
FWM
792
Focused Wealth Management
New York
$5.87M +$126K +2,832 +2%
CWM
793
Congress Wealth Management
Massachusetts
$5.87M +$1.48M +33,257 +31%
SAM
794
Shikiar Asset Management
New York
$5.87M -$105K -2,350 -2%
BCP
795
Blue Chip Partners
Michigan
$5.82M -$23.9M -535,705 -79%
AC
796
Asio Capital
Kentucky
$5.81M -$18.9K -425 -0.3%
HI
797
Hoey Investments
Pennsylvania
$5.81M -$918K -20,609 -13%
HT
798
Headlands Technologies
Illinois
$5.8M -$11.1M -250,049 -64%
BFG
799
Bleakley Financial Group
New Jersey
$5.8M +$348K +7,815 +6%
AC
800
Aldebaran Capital
Indiana
$5.8M -$90.9K -2,040 -1%