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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
951
Tocqueville Asset Management
New York
$651K +$54.7K +3,250 +9%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$643K +$33.2K +1,973 +6%
NAM
953
NTV Asset Management
West Virginia
$642K +$50.5K +3,000 +9%
ARMC
954
American Research & Management Company
Massachusetts
$641K
HW
955
Hancock Whitney
Mississippi
$640K -$18.5K -1,100 -3%
BO
956
Bank OZK
Arkansas
$639K +$25.9K +1,541 +4%
OIA
957
Optimum Investment Advisors
Illinois
$632K
PRA
958
Parametric Risk Advisors
Connecticut
$622K
WSTAM
959
Wilbanks Smith & Thomas Asset Management
Virginia
$622K +$74.1K +4,407 +14%
HCC
960
Hirtle Callaghan & Co
Pennsylvania
$619K
MPIA
961
Mountain Pacific Investment Advisers
Idaho
$617K -$1.26K -75 -0.2%
CMANY
962
Capital Management Associates (New York)
New York
$607K -$33.6K -2,000 -5%
Envestnet Asset Management
963
Envestnet Asset Management
Illinois
$600K -$42.8K -2,544 -7%
RAM
964
RWC Asset Management
United Kingdom
$599K +$62.8K +3,735 +12%
CCA
965
Checchi Capital Advisers
California
$599K +$164K +9,762 +39%
SFU
966
Stonehage Fleming (UK)
United Kingdom
$598K -$1.9M -113,200 -77%
W
967
Wealthfront
California
$593K +$575K +34,200 New
MA
968
MCF Advisors
Kentucky
$584K +$303 +18 +0.1%
NEPWA
969
New England Private Wealth Advisors
Massachusetts
$582K +$8.49K +505 +2%
AI
970
Atria Investments
North Carolina
$577K +$7.99K +475 +1%
TCB
971
Texas Capital Bancshares
Texas
$575K +$226K +13,437 +67%
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$573K +$561K +33,342 New
ANTB
973
AMG National Trust Bank
Colorado
$572K +$58.2K +3,458 +12%
WA
974
WESPAC Advisors
California
$571K +$559K +33,221 New
PCM
975
Prelude Capital Management
New York
$570K +$507K +30,125 +1,004%