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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1426
Nicholas Hoffman & Company
Georgia
$1.2M -$4.54K -156 -0.4%
BHBT
1427
Burke & Herbert Bank & Trust
Virginia
$1.2M
HFM
1428
Hartford Funds Management
Pennsylvania
$1.2M +$174K +5,968 +20%
CASB
1429
Cape Ann Savings Bank
Massachusetts
$1.19M -$5.65K -194 -0.6%
CWP
1430
Curated Wealth Partners
California
$1.19M -$13.2K -455 -1%
FSC
1431
Full Sail Capital
Oklahoma
$1.19M +$83K +2,852 +9%
CBA
1432
Coastal Bridge Advisors
Connecticut
$1.19M -$126K -4,316 -11%
LA
1433
LVW Advisors
New York
$1.19M +$501K +17,221 +95%
SAM
1434
SignalPoint Asset Management
Missouri
$1.18M -$11.3K -388 -1%
VA
1435
Vident Advisory
Georgia
$1.18M -$73.6K -2,529 -7%
CHC
1436
City Holding Co
West Virginia
$1.18M -$188K -6,461 -16%
PWA
1437
Provenance Wealth Advisors
Florida
$1.18M +$25.9K +890 +3%
AEPWM
1438
Atlantic Edge Private Wealth Management
Florida
$1.18M +$1.02M +35,059 New
PCM
1439
Princeton Capital Management
New Jersey
$1.18M -$21.2K -728 -2%
3IP
1440
3Chopt Investment Partners
Virginia
$1.17M +$15.8K +541 +2%
FAIM
1441
Financial Advocates Investment Management
Washington
$1.17M +$107K +3,681 +12%
SC
1442
Sepio Capital
Utah
$1.17M -$127K -4,358 -11%
EA
1443
Everpar Advisors
Oklahoma
$1.17M +$1.01M +34,709 New
PPW
1444
Pasadena Private Wealth
California
$1.17M +$1.19K +41 +0.1%
BFA
1445
Buttonwood Financial Advisors
Maryland
$1.17M -$19.3K -663 -2%
VAS
1446
Vestmark Advisory Solutions
Massachusetts
$1.16M -$44.1K -1,515 -5%
MCM
1447
Manchester Capital Management
Vermont
$1.15M -$155K -5,326 -13%
CA
1448
CoreCap Advisors
Michigan
$1.15M +$93.1K +3,198 +10%
MG
1449
Mather Group
Illinois
$1.15M +$136K +4,661 +16%
EA
1450
Ellsworth Advisors
Ohio
$1.15M +$60.6K +2,081 +7%