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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HCMNY
1176
Howard Capital Management (New York)
New York
$357K
GS
1177
Girard Securities
California
$356K -$54K -3,623 -14%
FI
1178
FormulaFolio Investments
Michigan
$356K +$730 +49 +0.2%
BHWM
1179
Bar Harbor Wealth Management
New Hampshire
$356K +$173K +11,635 +105%
AFG
1180
Albion Financial Group
Utah
$354K +$337K +22,630 New
LW
1181
Linscomb Wealth
Texas
$353K +$22.4K +1,502 +7%
NG
1182
NatWest Group
United Kingdom
$352K +$335K +22,507 New
FA
1183
FCG Advisors
New Jersey
$349K -$204K -13,703 -38%
CG
1184
Clinton Group
New York
$346K -$1.01M -67,947 -75%
DHFB
1185
Dixon Hubard Feinour & Brown
Virginia
$345K -$243K -16,300 -43%
RFA
1186
Reilly Financial Advisors
California
$344K -$52K -3,495 -14%
WCM
1187
Weik Capital Management
Pennsylvania
$344K
EFSCE
1188
Enterprise Financial Services Corp (EFSC)
Missouri
$344K +$69.1K +4,639 +27%
HHGA
1189
Halbert Hargrove Global Advisors
California
$343K -$45.5K -3,055 -12%
CSA
1190
Cottage Street Advisors
Massachusetts
$341K -$59.6K -4,000 -16%
CCB
1191
Cutter & Co Brokerage
Missouri
$341K +$3.74K +251 +1%
AIM
1192
Assured Investment Management
New York
$341K +$324K +21,761 New
GT
1193
Greenleaf Trust
Michigan
$338K +$322K +21,609 New
AFS
1194
Aft Forsyth & Sober
Florida
$336K
TIA
1195
Tiemann Investment Advisors
California
$334K +$14.2K +951 +5%
BO
1196
BRR OpCo
Ohio
$331K -$27.4K -1,838 -8%
OA
1197
Oxbow Advisors
Texas
$331K -$15.1K -1,015 -5%
GP
1198
Girard Partners
Pennsylvania
$330K +$24.9K +1,670 +9%
BFM
1199
Boothbay Fund Management
New York
$330K +$134K +8,989 +74%
FWCM
1200
Ferguson Wellman Capital Management
Oregon
$329K -$106K -7,090 -25%