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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
951
Burke & Herbert Bank & Trust
Virginia
$713K +$143K +10,568 +25%
NFG
952
Next Financial Group
Texas
$712K +$24.9K +1,843 +4%
SC
953
Schulhoff & Co
Ohio
$707K -$6.86K -508 -1%
BJL
954
Brighton Jones LLC
Washington
$707K -$155K -11,515 -18%
GAG
955
GM Advisory Group
New York
$705K +$357K +26,431 +103%
CD
956
Carl Domino
Florida
$702K -$2.28K -169 -0.3%
WP
957
WMS Partners
Maryland
$702K +$27K +2,000 +4%
GC
958
Grimes & Company
Massachusetts
$701K +$8.54K +633 +1%
GRQ
959
Gardner Russo & Quinn
Pennsylvania
$691K
IC
960
IKOS CIF
Cyprus
$689K +$687K +50,900 New
PCA
961
Peddock Capital Advisors
Massachusetts
$687K +$5.09K +377 +0.7%
BC
962
Burney Company
Virginia
$686K -$71.3K -5,282 -9%
Capstone Investment Advisors
963
Capstone Investment Advisors
New York
$683K +$429K +31,778 +169%
VFA
964
Voya Financial Advisors
Connecticut
$681K +$4.79K +355 +0.7%
IP
965
Investment Partners
Ohio
$678K +$353K +26,147 +185%
IMAS
966
ID Management A/S
Denmark
$677K
RA
967
Raffles Associates
New York
$676K +$675K +50,000 New
PCM
968
Perkins Capital Management
Minnesota
$675K +$674K +49,900 New
WAM
969
Wealthspire Advisors (Maryland)
Maryland
$666K -$64.7K -4,797 -9%
RCAG
970
Rehmann Capital Advisory Group
Michigan
$665K +$17.3K +1,283 +3%
PPSG
971
Princeton Portfolio Strategies Group
New Jersey
$663K +$74.9K +5,550 +13%
SCA
972
Sippican Capital Advisors
Massachusetts
$660K -$463K -34,267 -41%
IWMPD
973
Integrated Wealth Management (Palm Desert)
California
$659K -$18.7K -1,382 -3%
FNT
974
First National Trust
Pennsylvania
$650K +$20.3K +1,506 +3%
CAM
975
ClariVest Asset Management
California
$649K -$116K -8,622 -15%