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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Clearstead Advisors
Ohio
$4.95M +$2.11M +55,097 +79%
CIP
802
Capital Insight Partners
Arizona
$4.92M -$398K -10,394 -8%
AP
803
Americana Partners
Texas
$4.91M +$225K +5,869 +5%
ACM
804
Altrius Capital Management
North Carolina
$4.91M -$7.93K -207 -0.2%
MAS
805
Meeder Advisory Services
Ohio
$4.89M +$1.61M +41,915 +52%
HCP
806
Hardin Capital Partners
South Carolina
$4.88M +$4.7M +122,581 New
DIA
807
Dana Investment Advisors
Wisconsin
$4.87M -$18.5K -482 -0.4%
SCA
808
Snowden Capital Advisors
New York
$4.86M -$1.12M -29,217 -19%
SCM
809
SOL Capital Management
Maryland
$4.84M -$68K -1,775 -1%
CAM
810
Carret Asset Management
New York
$4.82M -$205K -5,356 -4%
PIM
811
Penobscot Investment Management
Massachusetts
$4.8M +$1.21M +31,600 +35%
DT
812
Diversified Trust
Tennessee
$4.78M -$1.87M -48,720 -29%
BCV
813
Banque Cantonale Vaudoise
Switzerland
$4.78M -$9M -234,786 -66%
MCM
814
Maltese Capital Management
New York
$4.77M -$901K -23,500 -16%
BCM
815
Bayesian Capital Management
New York
$4.77M +$1.77M +46,200 +63%
BFIC
816
Bedell Frazier Investment Counselling
California
$4.76M -$201K -5,257 -4%
P
817
Pitcairn
Pennsylvania
$4.76M +$213K +5,560 +5%
LPT
818
Legacy Private Trust
Wisconsin
$4.75M -$20K -522 -0.4%
RT
819
Rockland Trust
Massachusetts
$4.74M -$4.89M -127,602 -52%
DAS
820
Dynamic Advisor Solutions
Arizona
$4.74M +$254K +6,626 +6%
CWM
821
Concentric Wealth Management
California
$4.73M +$51.4K +1,340 +1%
AF
822
Arrow Financial
New York
$4.73M -$632K -16,493 -12%
First Manhattan
823
First Manhattan
New York
$4.71M +$69.2K +1,805 +2%
BCFD
824
Boit C.F. David
$4.71M -$60.5K -1,578 -1%
GWM
825
Graybill Wealth Management
Illinois
$4.71M +$4.02K +105 +0.1%