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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1501
Nicolet Advisory Services
Wisconsin
$459K +$12.8K +426 +2%
PV
1502
Private Vista
Illinois
$458K +$60.1K +2,006 +10%
SBSB
1503
Sullivan, Bruyette, Speros & Blaney
Virginia
$457K -$3.96K -132 -0.6%
SG
1504
StoneX Group
New York
$457K +$75.1K +2,505 +13%
FIB
1505
First Interstate Bank
Montana
$456K -$118K -3,932 -15%
AFG
1506
Albion Financial Group
Utah
$456K -$24K -799 -4%
FNBOH
1507
First National Bank of Hutchinson
Kansas
$456K +$6.06K +202 +1%
POIA
1508
Pin Oak Investment Advisors
Texas
$456K +$261K +8,713 +68%
AFS
1509
Aft Forsyth & Sober
Florida
$455K
ETC
1510
Exchange Traded Concepts
Oklahoma
$455K +$637K +21,247 +11,242%
PFM
1511
Parsec Financial Management
North Carolina
$452K -$220K -7,325 -26%
AIA
1512
AIMZ Investment Advisors
California
$452K
RBFC
1513
Roman Butler Fullerton & Co
Missouri
$451K +$102K +3,418 +19%
BHTS
1514
Bar Harbor Trust Services
Maine
$449K -$46.1K -1,537 -7%
CCM
1515
CAAS Capital Management
New York
$449K +$634K +21,142 New
HFRG
1516
Houlihan Financial Resource Group
Virginia
$448K +$2.55K +85 +0.4%
WIC
1517
Woodmont Investment Counsel
Tennessee
$447K
FWM
1518
Foresight Wealth Management
Utah
$445K +$420K +14,026 +202%
EPA
1519
Element Pointe Advisors
Florida
$444K +$628K +20,940 New
1WA
1520
180 Wealth Advisors
Washington
$440K -$45.3K -1,511 -7%
SSWM
1521
Smith Salley Wealth Management
North Carolina
$440K -$25.1K -837 -4%
KMWM
1522
Keudell/Morrison Wealth Management
Oregon
$440K -$17.1K -572 -3%
VDI
1523
Vaughan David Investments
Illinois
$439K -$119K -3,971 -16%
IRC
1524
Investors Research Corp
Georgia
$439K -$17.1K -570 -3%
OPPTF
1525
OPSEU Pension Plan Trust Fund
Ontario, Canada
$438K +$650K +21,682 New