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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1026
DF Dent & Co
Maryland
$4.71M +$3.99M +75,000 +985%
CANC
1027
Culbertson A N & Co
Virginia
$4.7M +$44.2K +832 +1%
TPCW
1028
TD Private Client Wealth
New York
$4.69M -$3.38M -63,598 -44%
PCG
1029
Prosperity Consulting Group
Maryland
$4.65M -$63.5K -1,194 -1%
AW
1030
Alteri Wealth
California
$4.65M -$98.4K -1,850 -2%
AWA
1031
Aaron Wealth Advisors
Illinois
$4.63M -$27.4K -515 -0.6%
NP
1032
Nilsine Partners
Colorado
$4.62M +$2.31M +43,369 +115%
BMC
1033
Beaton Management Company
Massachusetts
$4.62M -$9.31K -175 -0.2%
PMG
1034
Private Management Group
California
$4.59M -$14.5K -272 -0.3%
GCC
1035
Game Creek Capital
Massachusetts
$4.58M -$871K -16,375 -17%
FBFS
1036
First Business Financial Services
Wisconsin
$4.56M +$127K +2,380 +3%
WPC
1037
Wedmont Private Capital
Pennsylvania
$4.56M +$232K +4,368 +6%
Kayne Anderson Rudnick Investment Management
1038
Kayne Anderson Rudnick Investment Management
California
$4.53M +$106K +1,996 +3%
HI
1039
Harbour Investments
Wisconsin
$4.51M -$168K -3,168 -4%
HIM
1040
Hillsdale Investment Management
Ontario, Canada
$4.51M -$883K -16,600 -17%
AWM
1041
Avior Wealth Management
Nebraska
$4.51M +$53.7K +1,010 +1%
AIM
1042
AMI Investment Management
Indiana
$4.5M -$330K -6,202 -7%
AW
1043
Apricus Wealth
South Carolina
$4.48M -$3.19K -60 -0.1%
PWCM
1044
Processus Wealth & Capital Management
Tennessee
$4.47M -$10.2K -192 -0.2%
NP
1045
NorthRock Partners
Minnesota
$4.46M +$201K +3,771 +5%
WJWM
1046
Williams Jones Wealth Management
New York
$4.46M -$101K -1,903 -2%
IFWM
1047
Institute for Wealth Management
Colorado
$4.45M -$18.6K -349 -0.4%
CBA
1048
Coastal Bridge Advisors
Connecticut
$4.44M -$141K -2,659 -3%
RCM
1049
RNC Capital Management
California
$4.44M -$18.6K -350 -0.4%
SCM
1050
Silvant Capital Management
Georgia
$4.43M -$352K -6,614 -8%