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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1426
Physicians Financial Services
North Carolina
$416K +$101K +4,348 +34%
SWM
1427
Segment Wealth Management
Texas
$416K +$103K +4,427 +35%
CPIM
1428
Columbia Partners Investment Management
Virginia
$414K -$279K -11,987 -41%
RA
1429
RFG Advisory
Alabama
$413K +$387K +16,613 New
BCM
1430
Bourgeon Capital Management
Connecticut
$412K +$396K +17,002 New
LIA
1431
LBMC Investment Advisors
Tennessee
$409K +$1.19K +51 +0.3%
SCM
1432
Southport Capital Management
Tennessee
$408K +$100K +4,301 +34%
KTC
1433
Kistler-Tiffany Companies
Pennsylvania
$405K +$85.5K +3,665 +28%
PV
1434
Private Vista
Illinois
$404K +$2.35K +101 +0.6%
BSB
1435
Bangor Savings Bank
Maine
$402K +$23K +987 +6%
BO
1436
BRR OpCo
Ohio
$399K -$67.6K -2,898 -15%
MSAM
1437
Moloney Securities Asset Management
Missouri
$398K -$43.1K -1,850 -10%
DJSG
1438
D.J. St. Germain
Massachusetts
$397K +$85.8K +3,680 +29%
MWM
1439
Mission Wealth Management
California
$393K -$21.1K -905 -5%
BCM
1440
Becker Capital Management
Oregon
$392K +$1.56K +67 +0.4%
SFG
1441
Summit Financial Group
West Virginia
$392K +$376K +16,134 New
JFA
1442
Johanson Financial Advisors
California
$389K -$17K -727 -4%
PTCG
1443
Pring Turner Capital Group
California
$389K +$166K +7,122 +80%
JFA
1444
JNBA Financial Advisors
Minnesota
$388K -$816 -35 -0.2%
OLA
1445
Oliver Luxxe Assets
New Jersey
$387K
WEC
1446
Winslow Evans & Crocker
Massachusetts
$385K +$7.53K +323 +2%
Carson Wealth (CWM LLC)
1447
Carson Wealth (CWM LLC)
Nebraska
$385K +$723 +31 +0.2%
BFG
1448
Beacon Financial Group
Texas
$384K +$55.2K +2,369 +18%
FC
1449
Ferris Capital
Massachusetts
$383K +$368K +15,775 New
KPCM
1450
Kings Point Capital Management
New York
$382K +$51.8K +2,223 +16%