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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1251
Sheets Smith Wealth Management
North Carolina
$267K +$25.2K +1,692 +11%
NYLT
1252
New York Life Trust
New York
$265K +$9.28K +623 +4%
NEPWA
1253
New England Private Wealth Advisors
Massachusetts
$262K +$149 +10 +0.1%
MCA
1254
Mercer Capital Advisers
New Jersey
$262K +$253 +17 +0.1%
HCC
1255
Hirtle Callaghan & Co
Pennsylvania
$261K
PWM
1256
Perigon Wealth Management
California
$261K +$147K +9,868 +145%
AZA
1257
Arthur Zaske & Associates
Michigan
$260K +$248K +16,629 New
BCM
1258
Becker Capital Management
Oregon
$259K +$2.64K +177 +1%
AWM
1259
Avior Wealth Management
Nebraska
$259K +$4.85K +326 +2%
VDI
1260
Vaughan David Investments
Illinois
$258K +$670 +45 +0.3%
RWA
1261
Ropes Wealth Advisors
Massachusetts
$253K -$8.01K -538 -3%
OLA
1262
Oliver Luxxe Assets
New Jersey
$251K
CWP
1263
Capital Wealth Planning
Florida
$250K
Jacobs Levy Equity Management
1264
Jacobs Levy Equity Management
New Jersey
$249K -$61.1K -4,100 -21%
HFM
1265
Hartford Financial Management
Connecticut
$249K +$253 +17 +0.1%
ST
1266
Smithfield Trust
Pennsylvania
$247K -$1.35K -91 -0.6%
MIM
1267
Midwest Investment Management
Ohio
$247K
B
1268
Bailard
California
$247K +$12.1K +814 +5%
JC
1269
Jacobs & Co
California
$245K
RWA
1270
RGT Wealth Advisors
Texas
$244K +$232K +15,570 New
Squarepoint
1271
Squarepoint
New York
$242K -$1.43M -95,697 -86%
SIC
1272
Shoker Investment Counsel
Ohio
$242K -$142K -9,521 -38%
MWM
1273
Mission Wealth Management
California
$242K -$15K -1,008 -6%
FWM
1274
FFT Wealth Management
Pennsylvania
$242K +$37.2K +2,500 +19%
RCA
1275
Rex Capital Advisors
Rhode Island
$240K +$31K +2,082 +16%