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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
801
GoodHaven Capital Management
New Jersey
$2.88M +$47.3K +1,900 +2%
RC
802
Roundview Capital
New Jersey
$2.87M +$36.6K +1,471 +1%
IB
803
Intrust Bank
Kansas
$2.87M -$289K -11,591 -9%
TW
804
TrinityPoint Wealth
Connecticut
$2.87M -$1,000K -40,152 -25%
VWM
805
Valley Wealth Managers
New Jersey
$2.86M -$227K -9,125 -7%
BOS
806
Bingham Osborn & Scarborough
California
$2.85M -$17.4K -699 -0.6%
EFS
807
Essex Financial Services
Connecticut
$2.83M -$58.3K -2,343 -2%
CA
808
Clearstead Advisors
Ohio
$2.83M +$237K +9,510 +9%
SWM
809
SeaCrest Wealth Management
New York
$2.82M +$46.1K +1,851 +2%
BS
810
Boenning & Scattergood
Pennsylvania
$2.81M +$61.7K +2,480 +2%
RIM
811
Reliant Investment Management
Tennessee
$2.81M +$70K +2,810 +2%
Bank Julius Baer & Co
812
Bank Julius Baer & Co
Switzerland
$2.81M -$303K -12,173 -9%
JIC
813
Joel Isaacson & Co
New York
$2.81M +$622 +25 +0%
CI
814
CX Institutional
Indiana
$2.8M +$2.78M +111,767 +2,419%
RIM
815
Regent Investment Management
Kentucky
$2.79M -$105K -4,233 -4%
CIP
816
Capital Insight Partners
Arizona
$2.79M +$74.1K +2,975 +3%
11A
817
10-15 Associates
New York
$2.78M -$53.9K -2,165 -2%
ECM
818
Elgethun Capital Management
South Dakota
$2.77M +$5.68K +228 +0.2%
LA
819
Lynch & Associates
Indiana
$2.76M +$2.85M +114,449 New
AA
820
Apriem Advisors
California
$2.75M -$190K -7,636 -6%
WAAG
821
Wealth Alliance Advisory Group
Kansas
$2.74M -$428K -17,201 -13%
NCM
822
Neumann Capital Management
California
$2.74M
AAP
823
Aristotle Atlantic Partners
Florida
$2.73M -$1.09M -43,863 -28%
MYAM
824
Meiji Yasuda Asset Management
Japan
$2.72M -$1.64M -65,690 -37%
FA
825
FMA Advisory
Pennsylvania
$2.7M +$125K +5,001 +5%