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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CANC
1026
Culbertson A N & Co
Virginia
$3.98M -$71.7K -1,390 -2%
TCBWMS
1027
Texas Capital Bank Wealth Management Services
Texas
$3.96M -$49K -950 -1%
UOTTAIMCU
1028
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.96M -$550K -10,650 -12%
BMC
1029
Beaton Management Company
Massachusetts
$3.96M
PMG
1030
Private Management Group
California
$3.94M
AIM
1031
Adapt Investment Managers
Switzerland
$3.94M +$4.17M +80,759 New
CBA
1032
Coastal Bridge Advisors
Connecticut
$3.93M +$31.8K +617 +0.8%
SF
1033
Slagle Financial
Illinois
$3.92M +$199K +3,848 +5%
WJWM
1034
Williams Jones Wealth Management
New York
$3.91M +$61.4K +1,189 +2%
WANY
1035
Wealthspire Advisors (New York)
New York
$3.9M -$2.93M -56,716 -41%
LCM
1036
Legato Capital Management
California
$3.87M +$1.95M +37,872 +91%
PTC
1037
Private Trust Company
Ohio
$3.86M -$1.75K -34 -0%
PWCM
1038
Processus Wealth & Capital Management
Tennessee
$3.84M +$41.5K +804 +1%
AW
1039
Apricus Wealth
South Carolina
$3.84M -$77.7K -1,505 -2%
CDDEC
1040
Caisse Des Depots Et Consignations
France
$3.83M -$9.38M -181,733 -70%
IFWM
1041
Institute for Wealth Management
Colorado
$3.83M +$47.8K +927 +1%
AIM
1042
Anchor Investment Management
South Carolina
$3.83M +$74.1K +1,436 +2%
RCM
1043
RNC Capital Management
California
$3.82M -$70.2K -1,360 -2%
AWM
1044
Avior Wealth Management
Nebraska
$3.81M -$62.4K -1,210 -2%
FBFS
1045
First Business Financial Services
Wisconsin
$3.79M +$328K +6,359 +9%
PNC
1046
Park National Corp
Ohio
$3.79M +$500K +9,685 +14%
Kayne Anderson Rudnick Investment Management
1047
Kayne Anderson Rudnick Investment Management
California
$3.78M -$897K -17,384 -18%
SDIC
1048
South Dakota Investment Council
South Dakota
$3.78M +$418K +8,100 +12%
SIA
1049
SeaBridge Investment Advisors
New Jersey
$3.77M -$31.6K -613 -0.8%
PCA
1050
Peddock Capital Advisors
Massachusetts
$3.77M -$9.13K -177 -0.2%