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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWIM
1151
Old West Investment Management
California
$1.51M -$2.5M -83,941 -61%
SBH
1152
Segall Bryant & Hamill
Illinois
$1.51M +$358K +11,990 +29%
TWI
1153
Thomas White International
Illinois
$1.51M
BW
1154
Bison Wealth
Georgia
$1.51M +$102K +3,431 +7%
PWAP
1155
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M -$26.3K -880 -2%
HJA
1156
Hugh Johnson Advisors
New York
$1.49M +$30.6K +1,024 +2%
VSWA
1157
Vontobel Swiss Wealth Advisors
Switzerland
$1.49M -$16.4K -549 -1%
CHJWM
1158
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M -$35.8K -1,199 -2%
LMAM
1159
Legg Mason Asset Management
Japan
$1.48M -$50.7K -1,700 -3%
CTA
1160
Colonial Trust Advisors
South Carolina
$1.48M -$7.4K -248 -0.5%
HAG
1161
HighPoint Advisor Group
Illinois
$1.46M +$45.9K +1,538 +3%
IWA
1162
IBEX Wealth Advisors
New Jersey
$1.45M
LWS
1163
Lucia Wealth Services
California
$1.45M +$1.53M +51,323 New
WPC
1164
White Pine Capital
Minnesota
$1.43M +$2.98K +100 +0.2%
HK
1165
Horizon Kinetics
New York
$1.43M +$19.3K +646 +1%
PWS
1166
Peloton Wealth Strategists
Indiana
$1.43M
AWM
1167
Avior Wealth Management
Nebraska
$1.42M +$283K +9,497 +23%
RG
1168
Rikoon Group
New Mexico
$1.42M -$24.8K -831 -2%
RIA
1169
Regal Investment Advisors
Michigan
$1.42M -$333K -11,167 -18%
LCH
1170
Lee Capital Holdings
New York
$1.41M +$1.49M +50,000 New
CCG
1171
Ceeto Capital Group
Florida
$1.41M
EF
1172
Exeter Financial
Arizona
$1.4M -$164K -5,499 -10%
FMLI
1173
Fukoku Mutual Life Insurance
Japan
$1.4M +$113K +3,800 +8%
AWM
1174
Altium Wealth Management
New York
$1.4M +$889K +29,809 +150%
GWCM
1175
Godshalk Welsh Capital Management
Pennsylvania
$1.4M -$2.98K -100 -0.2%