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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PC
1151
Port Capital
Illinois
$1.64M -$427K -13,600 -20%
BSW
1152
Buckingham Strategic Wealth
Missouri
$1.63M +$85.3K +2,717 +5%
NAM
1153
Needelman Asset Management
California
$1.63M -$36.4K -1,160 -2%
LMAM
1154
Legg Mason Asset Management
Japan
$1.63M -$40.8K -1,300 -2%
BFM
1155
Boothbay Fund Management
New York
$1.62M +$1.7M +53,973 New
PVWM
1156
Point View Wealth Management
New Jersey
$1.62M +$2.2K +70 +0.1%
PWAP
1157
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.62M +$7.22K +230 +0.4%
TWI
1158
Thomas White International
Illinois
$1.6M -$216K -6,866 -11%
PAM
1159
Pegasus Asset Management
New York
$1.6M +$20.8K +661 +1%
VSWA
1160
Vontobel Swiss Wealth Advisors
Switzerland
$1.6M -$21.7K -691 -1%
SSW
1161
Smith Shellnut Wilson
Mississippi
$1.6M +$1.7K +54 +0.1%
KFA
1162
Kays Financial Advisory
Georgia
$1.59M +$1.22M +38,882 +272%
CTA
1163
Colonial Trust Advisors
South Carolina
$1.58M -$56.4K -1,796 -3%
ACM
1164
Avalon Capital Management
California
$1.56M -$492K -15,666 -23%
CHJWM
1165
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M -$101K -3,224 -6%
CAG
1166
Csenge Advisory Group
Florida
$1.56M +$492K +15,650 +43%
HJA
1167
Hugh Johnson Advisors
New York
$1.56M +$1.63M +51,942 New
QAM
1168
Quantres Asset Management
Cayman Islands
$1.55M +$1.62M +51,700 New
AAM
1169
Ascension Asset Management
New York
$1.55M -$6.28K -200 -0.4%
BJL
1170
Brighton Jones LLC
Washington
$1.54M -$126K -4,003 -7%
LPT
1171
Legacy Private Trust
Wisconsin
$1.54M +$534K +16,996 +50%
WPC
1172
White Pine Capital
Minnesota
$1.52M -$9.42K -300 -0.6%
PWS
1173
Peloton Wealth Strategists
Indiana
$1.52M +$7.98K +254 +0.5%
AT
1174
Arden Trust
Delaware
$1.51M -$68.9K -2,193 -4%
HK
1175
Horizon Kinetics
New York
$1.5M +$23.7K +753 +2%