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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1051
Cullen Investment Group
Louisiana
$4.47M +$2.24M +42,366 +113%
BMC
1052
Beaton Management Company
Massachusetts
$4.47M -$15.5K -293 -0.4%
EP
1053
Edgestream Partners
New Jersey
$4.45M +$4.28M +80,961 New
AW
1054
Alteri Wealth
California
$4.44M +$9.57K +181 +0.2%
PMG
1055
Private Management Group
California
$4.44M -$100K -1,900 -2%
HT
1056
Heritage Trust
Oklahoma
$4.41M -$35.1K -664 -0.8%
AW
1057
Apricus Wealth
South Carolina
$4.41M +$11.4K +215 +0.3%
CBA
1058
Coastal Bridge Advisors
Connecticut
$4.4M +$15.8K +298 +0.4%
CCM
1059
Check Capital Management
California
$4.39M -$48.3K -914 -1%
RCM
1060
RNC Capital Management
California
$4.38M -$45.7K -865 -1%
CWM
1061
Chemistry Wealth Management
New York
$4.37M -$183K -3,453 -4%
EW
1062
Evoke Wealth
California
$4.36M +$23K +436 +0.6%
AWM
1063
Avior Wealth Management
Nebraska
$4.36M -$155K -2,939 -4%
PTC
1064
Private Trust Company
Ohio
$4.36M +$687K +12,992 +20%
NP
1065
NorthRock Partners
Minnesota
$4.35M -$2.85M -53,835 -41%
WJWM
1066
Williams Jones Wealth Management
New York
$4.34M +$91.6K +1,733 +2%
CWP
1067
Curated Wealth Partners
California
$4.33M +$3.88M +73,323 +1,356%
HCA
1068
Harbour Capital Advisors
Virginia
$4.3M +$40.3K +762 +1%
CAIM
1069
Catherine Avery Investment Management
Florida
$4.3M -$337K -6,379 -8%
SIA
1070
SeaBridge Investment Advisors
New Jersey
$4.29M -$366K -6,920 -8%
WC
1071
Waterloo Capital
Texas
$4.29M +$490K +9,267 +13%
PWCM
1072
Processus Wealth & Capital Management
Tennessee
$4.28M +$78.8K +1,490 +2%
FNBOO
1073
First National Bank of Omaha
Nebraska
$4.28M +$3.48M +65,776 +560%
IFWM
1074
Institute for Wealth Management
Colorado
$4.27M -$42.8K -809 -1%
PCA
1075
Peddock Capital Advisors
Massachusetts
$4.26M -$14.4K -272 -0.3%
41 42
43
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