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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1151
Colonial Trust Advisors
South Carolina
$1.19M -$85.4K -3,429 -6%
BRWM
1152
B. Riley Wealth Management
Tennessee
$1.19M +$1.23M +49,219 New
WANY
1153
Wealthspire Advisors (New York)
New York
$1.18M +$136K +5,464 +13%
SCC
1154
Steel Canyon Capital
Arizona
$1.18M +$13.9K +557 +1%
KHLMTHM
1155
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.18M – – –
FMLI
1156
Fukoku Mutual Life Insurance
Japan
$1.17M – – –
CCM
1157
Coldstream Capital Management
Washington
$1.17M -$10.1K -406 -0.8%
CAM
1158
Cidel Asset Management
Ontario, Canada
$1.17M +$371K +14,900 +44%
DI
1159
Diligent Investors
California
$1.16M +$166K +6,669 +16%
PMA
1160
Prudent Man Advisors
Illinois
$1.16M +$808K +32,436 +204%
OC
1161
Oarsman Capital
Wisconsin
$1.16M -$351K -14,115 -23%
ICM
1162
IMS Capital Management
Oregon
$1.16M +$117K +4,709 +11%
BHBT
1163
Burke & Herbert Bank & Trust
Virginia
$1.15M -$722 -29 -0.1%
WIM
1164
Wittenberg Investment Management
Massachusetts
$1.15M +$74.7K +3,000 +7%
FHA
1165
Flagship Harbor Advisors
Massachusetts
$1.15M -$98K -3,935 -8%
ODCM
1166
Old Dominion Capital Management
Virginia
$1.15M -$1.94K -78 -0.2%
PPSG
1167
Princeton Portfolio Strategies Group
New Jersey
$1.15M – – –
LOAMS
1168
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.14M +$275K +11,061 +30%
FFA
1169
First Foundation Advisors
California
$1.14M -$95K -3,814 -7%
MC
1170
Miramar Capital
Illinois
$1.14M -$13.3K -536 -1%
ATPW
1171
Ashton Thomas Private Wealth
Arizona
$1.14M -$219K -8,806 -16%
MMPW
1172
Mitchell McLeod Pugh & Williams
Alabama
$1.14M +$17.9K +719 +2%
BKA
1173
Brick & Kyle Associates
Pennsylvania
$1.14M +$19.3K +774 +2%
CWC
1174
Carolinas Wealth Consulting
North Carolina
$1.13M +$205K +8,223 +21%
UH
1175
Unigestion Holding
Switzerland
$1.13M +$603K +24,208 +107%
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