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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LI
1101
Lafayette Investments
Maryland
$2.78M +$9.11K +200 +0.3%
WHC
1102
Wulff, Hansen & Co
California
$2.77M +$2.83M +62,166 New
VWA
1103
V Wealth Advisors
Kansas
$2.76M +$23.9K +525 +0.9%
CA
1104
Cumberland Advisors
Florida
$2.76M -$66.1K -1,450 -2%
CA
1105
Carson Advisory
Georgia
$2.76M +$2.82M +61,976 New
DHFB
1106
Dixon Hubard Feinour & Brown
Virginia
$2.75M +$1.9M +41,731 +207%
SW
1107
SkyOak Wealth
Michigan
$2.75M -$9.16K -201 -0.3%
LHC
1108
Little House Capital
Massachusetts
$2.75M +$163K +3,587 +6%
GIA
1109
Gladstone Institutional Advisory
Florida
$2.7M -$38.6K -847 -1%
BP
1110
Ballentine Partners
Massachusetts
$2.69M +$222K +4,875 +9%
Fuller & Thaler Asset Management
1111
Fuller & Thaler Asset Management
California
$2.69M -$401K -8,800 -13%
STC
1112
Sarah T. Connolly
$2.69M +$904K +19,846 +49%
PCM
1113
Poehling Capital Management
Wisconsin
$2.68M -$43.3K -950 -2%
SSB
1114
Sandy Spring Bank
Maryland
$2.67M -$45.6K -1,001 -2%
PFG
1115
Peterson Financial Group
Iowa
$2.66M +$2.72M +59,812 New
FCCM
1116
First City Capital Management
Georgia
$2.64M +$1.64K +36 +0.1%
CIP
1117
Convergence Investment Partners
Florida
$2.59M +$182K +3,986 +7%
LSPW
1118
Lake Street Private Wealth
Illinois
$2.58M +$1.04M +22,748 +65%
NAM
1119
NTV Asset Management
West Virginia
$2.58M -$45.6K -1,000 -2%
TNB
1120
Thomasville National Bank
Georgia
$2.58M +$41K +899 +2%
VCM
1121
Vision Capital Management
Oregon
$2.57M +$1.87K +41 +0.1%
BCM
1122
Blume Capital Management
California
$2.56M -$41K -900 -2%
JCM
1123
Jacobi Capital Management
Pennsylvania
$2.55M +$66K +1,448 +3%
IAIM
1124
International Assets Investment Management
Florida
$2.55M -$2.61M -57,400 -50%
PPWP
1125
Proquility Private Wealth Partners
Nevada
$2.54M -$203K -4,452 -8%