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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
1001
Y-Intercept (HK)
Hong Kong
$3.31M +$3.19M +83,128 New
CANC
1002
Culbertson A N & Co
Virginia
$3.3M -$272K -7,100 -8%
WAAG
1003
Wealth Alliance Advisory Group
Kansas
$3.29M -$103K -2,700 -3%
BMC
1004
Beaton Management Company
Massachusetts
$3.29M
MWM
1005
Modera Wealth Management
New Jersey
$3.29M +$87.1K +2,272 +3%
NW
1006
NewEdge Wealth
Pennsylvania
$3.28M -$399K -10,402 -11%
TAM
1007
Trust Asset Management
Texas
$3.28M
GI
1008
GAMMA Investing
California
$3.28M +$767K +20,019 +32%
SC
1009
Skylands Capital
Wisconsin
$3.28M -$303K -7,900 -9%
LWMM
1010
Legacy Wealth Management (Mississippi)
Mississippi
$3.27M
MNBTD
1011
Moody National Bank Trust Division
Texas
$3.26M +$129K +3,376 +4%
WWM
1012
Western Wealth Management
Colorado
$3.25M -$2.76K -72 -0.1%
BW
1013
Bison Wealth
Georgia
$3.25M
IFWM
1014
Institute for Wealth Management
Colorado
$3.24M -$7.55K -197 -0.2%
MVA
1015
Mount Vernon Associates
Maryland
$3.23M -$107K -2,800 -3%
PL
1016
Perpetual Ltd
Australia
$3.22M -$217K -5,663 -7%
RC
1017
Roundview Capital
New Jersey
$3.21M +$20.3K +530 +0.7%
CGIM
1018
Capital Group Investment Management
Singapore
$3.19M +$767K +20,008 +33%
CBB
1019
Citizens Business Bank
California
$3.18M +$98.2K +2,563 +3%
WTC
1020
WhitTier Trust Company
Nevada
$3.17M +$10.9K +284 +0.4%
PPW
1021
Parcion Private Wealth
Washington
$3.14M +$32.3K +843 +1%
PTC
1022
Private Trust Company
Ohio
$3.13M -$92.6K -2,416 -3%
SYBT
1023
Stock Yards Bank & Trust
Kentucky
$3.11M -$310K -8,083 -9%
NB
1024
NBT Bank
New York
$3.11M +$1.08M +28,138 +56%
T. Rowe Price Investment Management
1025
T. Rowe Price Investment Management
Maryland
$3.11M -$521K -13,600 -15%