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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1076
Charter Research & Investment Group
Connecticut
$1.97M -$74.7K -2,525 -3%
MAM
1077
Mystic Asset Management
Rhode Island
$1.96M -$28.4K -960 -1%
9WM
1078
9258 Wealth Management
Ohio
$1.96M -$20.8K -704 -1%
SFFS
1079
Stonehage Fleming Financial Services
Jersey
$1.96M +$971K +32,818 +85%
EFMC
1080
Empire Financial Management Company
New York
$1.95M -$275K -9,300 -12%
SHFA
1081
SS&H Financial Advisors
Michigan
$1.95M +$2.11M +71,308 New
AM
1082
AGF Management
Ontario, Canada
$1.95M +$2.11M +71,172 New
AFG
1083
Atomi Financial Group
New York
$1.95M +$72K +2,434 +4%
GL
1084
Graypoint LLC
New York
$1.94M +$37K +1,252 +2%
AC
1085
Abbrea Capital
California
$1.94M -$68.2K -2,305 -3%
HC
1086
Hourglass Capital
Texas
$1.94M +$59.2K +2,000 +3%
MWM
1087
Massachusetts Wealth Management
Massachusetts
$1.93M -$34K -1,150 -2%
CA
1088
Corrado Advisors
New Jersey
$1.91M +$38.6K +1,304 +2%
PWMAG
1089
Pinnacle Wealth Management Advisory Group
New Jersey
$1.91M -$17.6K -596 -0.8%
DI
1090
Diligent Investors
California
$1.91M +$47.1K +1,593 +2%
SS
1091
Sunbelt Securities
Texas
$1.91M +$16.5K +559 +0.8%
HIC
1092
Holderness Investments Company
North Carolina
$1.91M -$18.7K -631 -0.9%
AMIM
1093
Aull & Monroe Investment Management
Alabama
$1.9M -$40.3K -1,362 -2%
FPAS
1094
Focus Partners Advisor Solutions
Missouri
$1.89M +$413K +13,944 +25%
AWA
1095
Arkadios Wealth Advisors
Georgia
$1.88M +$690K +23,327 +51%
GIA
1096
Gladstone Institutional Advisory
Florida
$1.88M -$165K -5,575 -8%
EWA
1097
EverSource Wealth Advisors
Alabama
$1.87M +$713K +24,110 +55%
BIA
1098
Beacon Investment Advisors
Maryland
$1.87M +$3.19K +108 +0.2%
PB
1099
Pinnacle Bancorp
Nebraska
$1.87M -$851K -28,766 -30%
MA
1100
MONECO Advisors
Connecticut
$1.85M +$846K +28,600 +73%