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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
926
Heritage Wealth Advisors
Virginia
$3.67M -$2.01K -50 -0.1%
SFFS
927
Stonehage Fleming Financial Services
Jersey
$3.66M +$1.61M +40,000 +88%
GIA
928
Granite Investment Advisors
New Hampshire
$3.65M -$1.4M -34,853 -29%
PPW
929
Parcion Private Wealth
Washington
$3.65M +$2.34K +58 +0.1%
SW
930
SteelPeak Wealth
California
$3.64M -$38.8K -963 -1%
RFMS
931
RWQ Financial Management Services
Florida
$3.64M +$240K +5,950 +7%
HBCM
932
Heron Bay Capital Management
Michigan
$3.63M +$46.2K +1,148 +1%
Simplex Trading
933
Simplex Trading
Illinois
$3.62M +$215K +5,328 +7%
PC
934
Pecaut & Co
Iowa
$3.62M -$84.5K -2,098 -2%
MVA
935
Mount Vernon Associates
Maryland
$3.62M +$50.4K +1,250 +1%
BMC
936
Beaton Management Company
Massachusetts
$3.61M +$40.3K +1,000 +1%
RDWM
937
Red Door Wealth Management
Tennessee
$3.61M +$313K +7,772 +10%
CBOR
938
Community Bank of Raymore
Missouri
$3.6M
HAG
939
HighPoint Advisor Group
Illinois
$3.57M -$317K -7,866 -9%
GWM
940
Geneos Wealth Management
Colorado
$3.55M +$8.58K +213 +0.3%
AF
941
Advisornet Financial
Minnesota
$3.55M -$24.9K -619 -0.7%
TW
942
TrinityPoint Wealth
Connecticut
$3.54M +$111K +2,754 +3%
WP
943
Waycross Partners
Kentucky
$3.53M -$1.98M -49,043 -37%
HAI
944
Hennessy Advisors Inc
California
$3.52M -$242K -6,000 -7%
CCP
945
Corient Capital Partners
California
$3.52M +$176K +4,360 +6%
BCM
946
Birmingham Capital Management
Alabama
$3.52M
WCA
947
Windsor Creek Advisors
Vermont
$3.51M -$194K -4,812 -5%
NRS
948
Neville Rodie & Shaw
New York
$3.5M +$35.9K +892 +1%
BFA
949
Beaumont Financial Advisors
Massachusetts
$3.49M -$15.5K -386 -0.5%
KFA
950
Kelleher Financial Advisors
New York
$3.48M +$1.59M +39,502 +93%