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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BKA
976
Brick & Kyle Associates
Pennsylvania
$3.23M -$8.82K -257 -0.3%
FPAS
977
Focus Partners Advisor Solutions
Missouri
$3.23M +$1.56M +45,326 +114%
WIS
978
Wright Investors Service
Connecticut
$3.22M -$21.3K -621 -0.7%
CANY
979
Caxton Associates (New York)
New York
$3.22M -$25.6M -744,387 -90%
AIA
980
Affinity Investment Advisors
California
$3.21M -$9.23K -269 -0.3%
LAM
981
Lakewood Asset Management
Illinois
$3.2M +$197K +5,737 +7%
PWCM
982
Processus Wealth & Capital Management
Tennessee
$3.19M +$380K +11,079 +15%
MVA
983
Mount Vernon Associates
Maryland
$3.19M +$755 +22 +0%
KFC
984
Klingenstein Fields & Co
New York
$3.18M -$173K -5,042 -6%
LCM
985
Legato Capital Management
California
$3.18M
BFA
986
Beaumont Financial Advisors
Massachusetts
$3.18M +$67K +1,951 +2%
DWT
987
Dorsey & Whitney Trust
South Dakota
$3.16M -$316K -9,204 -10%
BCM
988
Birmingham Capital Management
Alabama
$3.15M -$28.3K -825 -1%
BMC
989
Beaton Management Company
Massachusetts
$3.14M -$15.4K -450 -0.5%
CW
990
CreativeOne Wealth
Kansas
$3.13M +$378K +11,010 +15%
EWM
991
Evercore Wealth Management
New York
$3.13M -$3.28M -95,477 -54%
TAM
992
Trust Asset Management
Texas
$3.13M -$11.3K -330 -0.4%
HSA
993
HBK Sorce Advisory
Pennsylvania
$3.13M -$5.63K -164 -0.2%
LWMM
994
Legacy Wealth Management (Mississippi)
Mississippi
$3.12M -$25.7K -750 -0.9%
MPAM
995
Murphy Pohlad Asset Management
Minnesota
$3.12M -$40.3K -1,175 -1%
Bank Julius Baer & Co
996
Bank Julius Baer & Co
Switzerland
$3.11M -$1.34M -38,904 -32%
PCA
997
Peddock Capital Advisors
Massachusetts
$3.11M +$65.7K +1,914 +2%
CRA
998
Clear Rock Advisors
Texas
$3.11M +$48.9K +1,425 +2%
WWM
999
Western Wealth Management
Colorado
$3.1M -$179K -5,222 -6%
IFWM
1000
Institute for Wealth Management
Colorado
$3.1M -$1.72K -50 -0.1%