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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1176
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$308K +8,953 +18%
RPCONE
1177
Retirement Planning Company of New England
Rhode Island
$1.92M -$35.3K -1,025 -2%
SCM
1178
Shelton Capital Management
Colorado
$1.92M -$7.34M -213,065 -79%
SCA
1179
Stonebridge Capital Advisors
Minnesota
$1.92M +$142K +4,113 +8%
BIM
1180
Baldwin Investment Management
Pennsylvania
$1.91M -$283K -8,205 -12%
PCM
1181
Poehling Capital Management
Wisconsin
$1.91M -$22.4K -650 -1%
LSAG
1182
Lake Street Advisors Group
New Hampshire
$1.91M +$36.6K +1,062 +2%
SIAG
1183
Safeguard Investment Advisory Group
California
$1.9M +$21.2K +615 +1%
IIA
1184
IPG Investment Advisors
California
$1.9M -$1.03M -30,000 -34%
HC
1185
Hourglass Capital
Texas
$1.9M +$1.71M +49,790 +664%
JFG
1186
Jefferies Financial Group
New York
$1.89M +$1.97M +57,185 New
AA
1187
Argent Advisors
Louisiana
$1.89M +$22.7K +660 +1%
WAP
1188
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$117K +3,389 +6%
RIA
1189
Realta Investment Advisors
Delaware
$1.89M +$38.5K +1,117 +2%
EF
1190
Exeter Financial
Arizona
$1.87M +$24.1K +700 +1%
CA
1191
Clearstead Advisors
Ohio
$1.86M +$29.1K +845 +2%
SSW
1192
Smith Shellnut Wilson
Mississippi
$1.86M
WVP
1193
Worth Venture Partners
New Jersey
$1.86M
SWA
1194
Stratos Wealth Advisors
Ohio
$1.86M -$107K -3,120 -5%
FNBT
1195
FineMark National Bank & Trust
Florida
$1.86M +$109K +3,169 +6%
DGAM
1196
Desjardins Global Asset Management
Quebec, Canada
$1.86M -$1.18M -34,383 -38%
HWA
1197
HCR Wealth Advisors
California
$1.85M +$69K +2,004 +4%
NDSI
1198
Newman Dignan & Sheerar Inc
Rhode Island
$1.85M -$52.2K -1,516 -3%
EARNEST Partners
1199
EARNEST Partners
Georgia
$1.85M +$208K +6,050 +12%
TWP
1200
Tempus Wealth Planning
California
$1.84M +$11.4K +332 +0.6%