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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1101
B. Riley Wealth Management
Tennessee
$389K -$8.4K -491 -2%
PHAM
1102
Palisades Hudson Asset Management
Florida
$389K +$22.1K +1,290 +6%
WEC
1103
Winslow Evans & Crocker
Massachusetts
$388K +$548 +32 +0.1%
EWM
1104
Evercore Wealth Management
New York
$388K -$2.46K -144 -0.7%
CCM
1105
Cohen Capital Management
California
$388K
AFS
1106
Aft Forsyth & Sober
Florida
$384K
MCM
1107
Manchester Capital Management
Vermont
$384K
GIA
1108
GHP Investment Advisors
Colorado
$381K -$231K -13,518 -39%
WIC
1109
Woodmont Investment Counsel
Tennessee
$381K +$23.1K +1,350 +7%
SPC
1110
Stewart & Patten Company
California
$380K -$5.61K -328 -2%
BO
1111
BRR OpCo
Ohio
$380K +$17.6K +1,028 +5%
HCM
1112
Highbridge Capital Management
New York
$380K +$363K +21,218 New
MCM
1113
Maryland Capital Management
Maryland
$379K +$11.1K +649 +3%
JC
1114
Jacobs & Co
California
$378K +$56.5K +3,304 +18%
UR
1115
USCA RIA
Texas
$377K -$3.42K -200 -0.9%
GW
1116
GW & Wade
Massachusetts
$375K
PIC
1117
Portland Investment Counsel
Ontario, Canada
$371K -$35.9K -2,098 -9%
DI
1118
Diligent Investors
California
$367K +$384K +22,457 New
VDI
1119
Vaughan David Investments
Illinois
$366K +$61.5K +3,592 +21%
WFG
1120
Wills Financial Group
Virginia
$365K -$26.7K -1,561 -7%
VC
1121
Vicus Capital
Pennsylvania
$365K -$4.98K -291 -1%
LCM
1122
Lucas Capital Management
New Jersey
$363K -$6.84K -400 -2%
TWI
1123
Thomas White International
Illinois
$362K
BW
1124
Bison Wealth
Georgia
$362K +$346K +20,230 New
Twin Tree Management
1125
Twin Tree Management
Texas
$361K +$346K +20,192 New