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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1376
Hayden Royal
North Carolina
$628K +$886K +29,558 New
SCA
1377
Stonebridge Capital Advisors
Minnesota
$627K -$55K -1,834 -6%
TL
1378
TrueWealth LLC
Georgia
$623K -$75.3K -2,512 -8%
BTW
1379
Boston Trust Walden
Massachusetts
$622K -$249K -8,312 -22%
WMA
1380
Wealth Management Associates
New Jersey
$618K +$5.01K +167 +0.6%
CPO
1381
Cerity Partners OCIO
New York
$613K -$20K -667 -2%
EB
1382
Eastern Bank
Massachusetts
$611K -$263K -8,764 -23%
DCM
1383
Dimension Capital Management
Florida
$610K +$60K +2,000 +7%
OPS
1384
Orion Portfolio Solutions
Nebraska
$606K -$480K -15,999 -36%
DTL
1385
Dynamic Technology Lab
Singapore
$606K +$855K +28,529 New
HTC
1386
Haverford Trust Company
Pennsylvania
$602K -$69.7K -2,326 -8%
AVC
1387
Arlington Value Capital
Utah
$601K -$6.62M -220,853 -89%
LBD
1388
Landsberg Bennett & Dubbaneh
Florida
$600K -$148K -4,952 -15%
PCM
1389
Penserra Capital Management
California
$600K +$319K +10,630 +72%
HWM
1390
Hohimer Wealth Management
Washington
$595K +$186K +6,193 +32%
RCM
1391
RB Capital Management
Nevada
$595K +$503K +16,779 +138%
CCM
1392
Community Capital Management
Florida
$594K
PWM
1393
PBMares Wealth Management
Virginia
$593K -$45K -1,500 -5%
MMHP
1394
Murphy Middleton Hinkle & Parker
Georgia
$589K -$20.9K -697 -2%
TTWM
1395
TCV Trust & Wealth Management
Virginia
$589K -$1.86K -62 -0.2%
CWM
1396
Circle Wealth Management
New Jersey
$586K +$101K +3,375 +11%
RSWM
1397
Robertson Stephens Wealth Management
California
$583K +$454K +15,152 +123%
LMAM
1398
Legg Mason Asset Management
Japan
$582K -$68.5K -2,284 -8%
AMC
1399
Asset Management Corp
Illinois
$578K -$232K -7,734 -22%
FCB
1400
First Command Bank
Texas
$574K +$145K +4,845 +22%