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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$496K -$31K -2,170 -6%
HCC
902
Hirtle Callaghan & Co
Pennsylvania
$496K +$514K +35,972 New
TSWM
903
Triangle Securities Wealth Management
North Carolina
$494K
GA
904
Geneva Advisors
Illinois
$493K +$7.37K +516 +1%
Envestnet Asset Management
905
Envestnet Asset Management
Illinois
$492K -$27.2K -1,908 -5%
KCM
906
Kornitzer Capital Management
Kansas
$489K +$7.14K +500 +1%
BC
907
Banced Corp
Illinois
$487K -$9.36K -656 -2%
NEPWA
908
New England Private Wealth Advisors
Massachusetts
$471K
HMS
909
Hanseatic Management Services
New Mexico
$469K -$1.87M -131,290 -79%
AWS
910
Aris Wealth Services
Pennsylvania
$462K +$111K +7,784 +30%
CAS
911
CTC Alternative Strategies
Illinois
$457K -$96.9K -6,786 -17%
SCI
912
S&CO Inc
Massachusetts
$453K +$97.6K +6,840 +26%
WSTAM
913
Wilbanks Smith & Thomas Asset Management
Virginia
$453K +$115K +8,023 +32%
EWA
914
Exencial Wealth Advisors
Oklahoma
$452K -$16.2K -1,135 -3%
EWM
915
Evercore Wealth Management
New York
$452K -$2.6K -182 -0.6%
BIC
916
Bridges Investment Counsel
Nebraska
$450K -$32.1K -2,247 -6%
CAL
917
Capital Analysts LLC
Pennsylvania
$446K +$200K +14,000 +76%
ISL
918
Ingalls & Snyder LLC
New York
$446K -$26.1K -1,825 -5%
AI
919
Atria Investments
North Carolina
$441K -$55.5K -3,888 -11%
VCAM
920
Van Cleef Asset Management
Ohio
$434K -$26.8K -1,875 -6%
MCM
921
MAI Capital Management
Ohio
$425K -$353K -24,700 -44%
CAM
922
Cubic Asset Management
Massachusetts
$422K
OCM
923
Orleans Capital Management
Louisiana
$414K
PWLP
924
Prio Wealth Limited Partnership
Massachusetts
$414K +$28.6K +2,000 +7%
BP
925
Ballentine Partners
Massachusetts
$414K +$137K +9,609 +47%