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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1251
Portside Wealth Group
Utah
$2.1M +$84.5K +1,896 +4%
BAM
1252
Belpointe Asset Management
Nevada
$2.1M +$132K +2,969 +6%
LWA
1253
Lineweaver Wealth Advisors
Ohio
$2.1M +$285K +6,392 +15%
ACM
1254
Aljian Capital Management
Nevada
$2.09M -$22.5K -506 -1%
HCM
1255
Hodges Capital Management
Texas
$2.09M -$1.6M -35,806 -42%
CAM
1256
Chou Associates Management
Ontario, Canada
$2.09M – – –
WP
1257
Waycross Partners
Kentucky
$2.09M – – –
VA
1258
VestGen Advisors
Illinois
$2.09M +$2.23M +49,985 New
RCAG
1259
Rehmann Capital Advisory Group
Michigan
$2.08M +$259K +5,814 +13%
FIA
1260
Foundations Investment Advisors
Arizona
$2.08M -$33.9K -760 -1%
Fayez Sarofim & Co
1261
Fayez Sarofim & Co
Texas
$2.08M -$1.4M -31,353 -39%
HFM
1262
Hartford Financial Management
Connecticut
$2.08M +$78.7K +1,765 +4%
MIM
1263
MTM Investment Management
South Carolina
$2.07M -$67.3K -1,510 -3%
PA
1264
Probity Advisors
Texas
$2.07M +$87.9K +1,973 +4%
NFG
1265
Norris Financial Group
South Carolina
$2.07M +$34.6K +777 +2%
QIM
1266
Quantitative Investment Management
Virginia
$2.06M -$1.31M -29,469 -37%
CD
1267
Chapin Davis
Maryland
$2.06M -$12.5K -281 -0.6%
CSIC
1268
Clifford Swan Investment Counsel
California
$2.05M -$33.6K -754 -2%
PVM
1269
Palogic Value Management
Texas
$2.05M +$118K +2,641 +6%
FDS
1270
First Dallas Securities
Texas
$2.05M -$27.2K -610 -1%
HKAM
1271
Horizon Kinetics Asset Management
New York
$2.04M -$12.3K -275 -0.6%
AC
1272
Avestar Capital
New York
$2.04M +$148K +3,312 +7%
GF
1273
Gries Financial
Ohio
$2.04M -$183K -4,116 -8%
WIM
1274
Wittenberg Investment Management
Massachusetts
$2.03M -$223K -5,000 -9%
NL
1275
NVWM LLC
Pennsylvania
$2.03M +$15.2K +342 +0.7%