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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1351
BigSur Wealth Management
Florida
$427K +$372K +19,314 New
SCA
1352
Stonebridge Capital Advisors
Minnesota
$426K +$22.1K +1,150 +6%
NG
1353
Northstar Group
New York
$425K -$79K -4,100 -18%
BO
1354
BRR OpCo
Ohio
$423K -$38.9K -2,019 -10%
SFWA
1355
Summit Financial Wealth Advisors
Louisiana
$423K -$13.4K -695 -4%
BRC
1356
Bell Rock Capital
Delaware
$420K +$367K +19,054 New
EA
1357
Efficient Advisors
Ohio
$416K -$183K -9,515 -34%
DBIA
1358
Dumont & Blake Investment Advisors
New Jersey
$416K
NPF
1359
Norris Perne & French
Michigan
$414K +$361K +18,723 New
Jones Financial Companies
1360
Jones Financial Companies
Missouri
$413K -$39.7K -2,062 -10%
AssetMark Inc
1361
AssetMark Inc
California
$410K +$1.27K +66 +0.4%
AUB
1362
Atlantic Union Bankshares
Virginia
$406K -$10.9K -564 -3%
BFG
1363
Barber Financial Group
Kansas
$405K +$353K +18,343 New
CICI
1364
Capital Investment Counsel Inc
North Carolina
$404K -$33.1K -1,720 -9%
RVPG
1365
Relative Value Partners Group
$403K
DE
1366
Day & Ennis
Georgia
$402K +$597 +31 +0.2%
BOH
1367
Bank of Hawaii
Hawaii
$399K +$105K +5,430 +43%
FFA
1368
First Foundation Advisors
California
$398K -$5.64K -293 -2%
FC
1369
FCA Corp
Texas
$398K
BTW
1370
Boston Trust Walden
Massachusetts
$397K +$10.6K +550 +3%
BCM
1371
BTR Capital Management
California
$396K
AHC
1372
Adell Harriman & Carpenter
Texas
$394K +$14.4K +750 +4%
TWA
1373
TCI Wealth Advisors
Arizona
$393K +$99.6K +5,172 +41%
LIM
1374
Leavell Investment Management
Alabama
$391K -$204K -10,600 -37%
RCM
1375
RB Capital Management
Nevada
$391K +$341K +17,713 New