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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1326
Buffington Mohr McNeal
Idaho
$955K +$203K +7,183 +26%
ICP
1327
Ironvine Capital Partners
Nebraska
$954K
CBN
1328
Cadence Bank NA
Texas
$954K +$37.9K +1,342 +4%
HT
1329
HighTower Trust
Texas
$953K -$214K -7,555 -18%
LSAG
1330
Lake Street Advisors Group
New Hampshire
$952K +$3.31K +117 +0.3%
IC
1331
Intersect Capital
California
$946K -$16.2K -573 -2%
HT
1332
Heritage Trust
Oklahoma
$944K +$558K +19,751 +137%
GWM
1333
GSB Wealth Management
Connecticut
$940K +$5.26K +186 +0.5%
DAS
1334
Dynamic Advisor Solutions
Arizona
$937K +$389K +13,762 +68%
SHA
1335
Seneca House Advisors
Virginia
$935K -$77.8K -2,754 -8%
LF
1336
Lantz Financial
Illinois
$931K +$954K +33,762 New
SAM
1337
Shamrock Asset Management
Texas
$928K -$64.1K -2,268 -6%
TL
1338
TrueWealth LLC
Georgia
$923K
DIM
1339
DC Investments Management
Virginia
$918K +$940K +33,257 New
AIS
1340
AlphaOne Investment Services
Pennsylvania
$916K +$938K +33,200 New
PCM
1341
Princeton Capital Management
New Jersey
$912K -$40.3K -1,425 -4%
Koshinski Asset Management
1342
Koshinski Asset Management
Illinois
$907K -$984K -34,815 -51%
BRWM
1343
B. Riley Wealth Management
Tennessee
$903K -$1.77M -62,726 -66%
TPA
1344
Trivium Point Advisory
Connecticut
$902K +$122K +4,304 +15%
RWA
1345
Ropes Wealth Advisors
Massachusetts
$901K +$19.3K +683 +2%
XS
1346
XR Securities
Illinois
$899K -$804K -28,439 -47%
NB
1347
NBT Bank
New York
$895K
WCM
1348
Wunderlich Capital Managemnt
Tennessee
$895K +$54.1K +1,916 +6%
HWA
1349
Heritage Wealth Advisors
Virginia
$889K
YIA
1350
YHB Investment Advisors
Connecticut
$888K +$5.76K +204 +0.6%