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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MVA
976
Mount Vernon Associates
Maryland
$3.77M -$27.3K -600 -0.7%
PPW
977
Parcion Private Wealth
Washington
$3.75M -$13.3K -293 -0.4%
PFO
978
Pathstone Family Office
New Jersey
$3.75M +$609K +13,363 +19%
CBOR
979
Community Bank of Raymore
Missouri
$3.74M
SC
980
Savant Capital
Illinois
$3.71M +$269K +5,901 +8%
SW
981
SteelPeak Wealth
California
$3.7M -$114K -2,499 -3%
SFFS
982
Stonehage Fleming Financial Services
Jersey
$3.7M -$114K -2,500 -3%
EP
983
Edgestream Partners
New Jersey
$3.69M -$6.47M -141,988 -63%
TW
984
TrinityPoint Wealth
Connecticut
$3.67M -$43.2K -948 -1%
BFM
985
Boston Financial Management
Massachusetts
$3.66M +$273K +5,998 +8%
PWP
986
Private Wealth Partners
California
$3.66M -$930K -20,422 -20%
HAI
987
Hennessy Advisors Inc
California
$3.65M -$45.6K -1,000 -1%
BCM
988
Birmingham Capital Management
Alabama
$3.65M -$38.7K -850 -1%
Credit Agricole
989
Credit Agricole
France
$3.64M -$456K -10,019 -11%
BIP
990
Bouvel Investment Partners
Pennsylvania
$3.63M -$14.3K -315 -0.4%
AF
991
Advisornet Financial
Minnesota
$3.63M -$89.5K -1,965 -2%
IAN
992
Integrated Advisors Network
Texas
$3.63M +$253K +5,545 +7%
ATPW
993
Ashton Thomas Private Wealth
Arizona
$3.63M +$2.33M +51,157 +168%
GWM
994
Graybill Wealth Management
Illinois
$3.6M -$19.9K -436 -0.5%
NRS
995
Neville Rodie & Shaw
New York
$3.59M -$72.9K -1,600 -2%
MWM
996
Modera Wealth Management
New Jersey
$3.59M +$1.56M +34,189 +74%
DPIM
997
Duff & Phelps Investment Management
Illinois
$3.58M +$14.9K +326 +0.4%
GAM
998
Gotham Asset Management
New York
$3.58M +$654K +14,354 +22%
RWM
999
Ritholtz Wealth Management
New York
$3.57M +$375K +8,235 +11%
AMIM
1000
Aull & Monroe Investment Management
Alabama
$3.57M -$13.7K -300 -0.4%