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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CBN
1026
Cadence Bank NA
Texas
$3.24M +$40.3K +894 +1%
BJL
1027
Brighton Jones LLC
Washington
$3.22M +$256K +5,668 +8%
PPW
1028
Parcion Private Wealth
Washington
$3.22M -$24.8K -550 -0.7%
Eagle Capital Management (New York)
1029
Eagle Capital Management (New York)
New York
$3.2M
PMG
1030
ProVise Management Group
Florida
$3.2M +$168K +3,718 +5%
BCM
1031
Brookmont Capital Management
Texas
$3.2M -$28.9K -640 -0.8%
Assenagon Asset Management
1032
Assenagon Asset Management
Luxembourg
$3.19M -$69.5K -1,541 -2%
Credit Agricole
1033
Credit Agricole
France
$3.19M -$203K -4,505 -6%
BAM
1034
Belpointe Asset Management
Nevada
$3.18M +$1.05M +23,308 +43%
IFG
1035
Independent Financial Group
California
$3.18M +$90.4K +2,004 +3%
BB
1036
Busey Bank
Illinois
$3.17M -$25K -555 -0.7%
EWM
1037
Edge Wealth Management
New York
$3.17M +$42.3K +937 +1%
PC
1038
Pecaut & Co
Iowa
$3.16M -$389K -8,628 -10%
DPIM
1039
Duff & Phelps Investment Management
Illinois
$3.16M -$176K -3,900 -5%
ADL
1040
Asset Dedication LLC
California
$3.15M -$75.4K -1,671 -2%
CG
1041
Cutler Group
California
$3.15M -$15.5M -342,851 -82%
WG
1042
Welch Group
Alabama
$3.14M -$5.59K -124 -0.2%
PT
1043
Plimoth Trust
Massachusetts
$3.14M -$33.3K -739 -1%
AIM
1044
Anchor Investment Management
South Carolina
$3.14M +$24.9K +552 +0.7%
AWM
1045
Apollon Wealth Management
South Carolina
$3.13M +$3.09M +68,554 +913%
MCP
1046
Mirador Capital Partners
California
$3.12M +$2.91M +64,563 +575%
MWA
1047
Meridian Wealth Advisors
Texas
$3.12M +$63.7K +1,412 +2%
CWAG
1048
Compton Wealth Advisory Group
Virginia
$3.11M +$942K +20,885 +38%
CAL
1049
Capital Analysts LLC
Pennsylvania
$3.11M +$27.5K +610 +0.8%
PCIA
1050
Prime Capital Investment Advisors
Kansas
$3.1M -$1.03M -22,735 -25%