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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.53M +$18.3K +547 +1%
SIM
1227
Sentry Investment Management
Wisconsin
$1.53M +$50.2K +1,501 +3%
QCG
1228
Quadrant Capital Group
Ohio
$1.52M +$93.2K +2,788 +6%
SWM
1229
Spire Wealth Management
Virginia
$1.52M -$1.77M -52,889 -51%
AA
1230
ALPS Advisors
Colorado
$1.51M +$295K +8,812 +21%
WE
1231
Wealth Effects
Massachusetts
$1.51M -$568 -17 -0%
GSC
1232
G&S Capital
Colorado
$1.51M -$545K -16,311 -25%
CAM
1233
Columbia Asset Management
Michigan
$1.5M -$11.7K -350 -0.7%
EARNEST Partners
1234
EARNEST Partners
Georgia
$1.5M +$20K +599 +1%
PA
1235
Procyon Advisors
Connecticut
$1.5M +$249K +7,449 +18%
MMPW
1236
Mitchell McLeod Pugh & Williams
Alabama
$1.49M +$5.62K +168 +0.3%
CTA
1237
Colonial Trust Advisors
South Carolina
$1.49M +$12.6K +378 +0.8%
LWCFA
1238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.49M -$10.2K -304 -0.6%
WSTAM
1239
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M +$20K +598 +1%
PCP
1240
Proficio Capital Partners
Massachusetts
$1.49M +$617K +18,443 +59%
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$1.49M +$21.3K +638 +1%
CS
1242
Cannell & Spears
New York
$1.48M
IA
1243
IFG Advisory
Georgia
$1.48M +$491K +14,683 +43%
WPW
1244
Waldron Private Wealth
Pennsylvania
$1.48M +$110K +3,299 +7%
ST
1245
Smithfield Trust
Pennsylvania
$1.47M -$102K -3,050 -6%
RFA
1246
Resurgent Financial Advisors
Georgia
$1.46M +$71K +2,125 +5%
OCPWS
1247
One Charles Private Wealth Services
Massachusetts
$1.44M +$3.48K +104 +0.2%
FLI
1248
Family Legacy Inc
South Carolina
$1.44M +$108K +3,239 +7%
BFC
1249
Blue Fin Capital
Rhode Island
$1.43M -$41.7K -1,247 -3%
IAS
1250
Investment Advisory Services
Texas
$1.43M -$16.1K -481 -1%