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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KC
1051
Kingfisher Capital
North Carolina
$445K -$157K -11,200 -33%
LWM
1052
LBA Wealth Management
Florida
$445K +$32.3K +2,300 +7%
FMWA
1053
Forvis Mazars Wealth Advisors
Missouri
$442K -$58.9K -4,194 -11%
CCC
1054
Chelsea Counsel Company
California
$438K -$2.81K -200 -0.6%
AGA
1055
Accuvest Global Advisors
Utah
$438K
SFG
1056
SevenBridge Financial Group
Pennsylvania
$438K +$464K +33,017 New
BKA
1057
Brick & Kyle Associates
Pennsylvania
$435K +$79K +5,624 +21%
WPW
1058
Waldron Private Wealth
Pennsylvania
$433K +$59.6K +4,244 +15%
AIM
1059
Aspen Investment Management
Michigan
$432K +$76.6K +5,450 +20%
BL
1060
Balentine LLC
Georgia
$431K +$7.02K +500 +2%
BMC
1061
Benin Management Corp
Connecticut
$431K +$135K +9,600 +42%
LH
1062
Lebenthal Holdings
New York
$428K -$103K -7,322 -19%
LAM
1063
Lebenthal Asset Management
New York
$428K +$49.9K +3,550 +12%
DCM
1064
Donaldson Capital Management
Indiana
$427K -$68.8K -4,894 -13%
Cetera Investment Advisers
1065
Cetera Investment Advisers
Illinois
$427K +$22.3K +1,586 +5%
AC
1066
Addison Capital
Pennsylvania
$426K -$7.88K -561 -2%
SCM
1067
Saba Capital Management
New York
$425K +$450K +32,000 New
NB
1068
NBT Bank
New York
$419K +$26.3K +1,872 +6%
SWA
1069
Sutton Wealth Advisors
Florida
$418K +$18.9K +1,349 +4%
KA
1070
Kovack Advisors
Florida
$417K -$55.6K -3,955 -11%
OIA
1071
Optimum Investment Advisors
Illinois
$417K
JWA
1072
JFS Wealth Advisors
Pennsylvania
$416K -$70.7K -5,032 -14%
SFA
1073
Sequoia Financial Advisors
Ohio
$416K +$1.56K +111 +0.4%
GAG
1074
GM Advisory Group
New York
$414K -$294K -20,900 -40%
CG
1075
Caprock Group
Idaho
$414K -$38.3K -2,724 -8%