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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1276
Blue Fin Capital
Rhode Island
$1.57M -$2.14K -62 -0.1%
CSIC
1277
Clifford Swan Investment Counsel
California
$1.56M -$235K -6,834 -13%
SHA
1278
Seneca House Advisors
Virginia
$1.56M -$5.34K -155 -0.3%
Vanguard Capital Wealth Advisors
1279
Vanguard Capital Wealth Advisors
Colorado
$1.56M +$539K +15,656 +50%
IAS
1280
Investment Advisory Services
Texas
$1.55M -$23.4K -679 -1%
MP
1281
McDonald Partners
Ohio
$1.55M +$705K +20,458 +77%
CHJWM
1282
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.55M -$3.41K -99 -0.2%
CBC
1283
Coombe, Bender & Co
New York
$1.55M -$257K -7,453 -14%
CAM
1284
CenterStar Asset Management
Illinois
$1.54M
BMM
1285
Buffington Mohr McNeal
Idaho
$1.53M -$17.2K -500 -1%
PFG
1286
Peterson Financial Group
Iowa
$1.53M -$883K -25,632 -36%
EWA
1287
Etesian Wealth Advisors
Oregon
$1.52M +$1.58M +45,992 New
IIM
1288
InTrack Investment Management
Vermont
$1.52M +$12.3K +358 +0.8%
LB
1289
Legacy Bridge
Iowa
$1.52M +$63.9K +1,855 +4%
PCP
1290
Proficio Capital Partners
Massachusetts
$1.52M -$145K -4,196 -8%
OC
1291
Oarsman Capital
Wisconsin
$1.51M +$9.3K +270 +0.6%
KCFA
1292
Key Client Fiduciary Advisors
New Jersey
$1.51M +$2.34K +68 +0.1%
PFBT
1293
Parkside Financial Bank & Trust
Missouri
$1.51M +$44.1K +1,279 +3%
MWM
1294
Mission Wealth Management
California
$1.5M +$6.48K +188 +0.4%
AA
1295
Aire Advisors
California
$1.5M +$47.3K +1,373 +3%
CAM
1296
Columbia Asset Management
Michigan
$1.5M -$154K -4,473 -9%
CAAS
1297
Capital Asset Advisory Services
Michigan
$1.5M +$188K +5,460 +14%
CIA
1298
Choate Investment Advisors
Massachusetts
$1.49M -$56.7K -1,645 -4%
STA
1299
Summit Trail Advisors
New York
$1.49M +$149K +4,324 +11%
WPW
1300
Waldron Private Wealth
Pennsylvania
$1.48M