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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CASB
1501
Cape Ann Savings Bank
Massachusetts
$1.25M +$109K +2,393 +9%
GP
1502
Geneva Partners
Wisconsin
$1.25M -$22.8K -500 -2%
CSPIA
1503
Cary Street Partners Investment Advisory
Virginia
$1.24M +$358K +7,858 +39%
AC
1504
Annandale Capital
Texas
$1.24M
SWM
1505
Silverlake Wealth Management
Vermont
$1.24M +$1.27M +27,826 New
ACG
1506
Allen Capital Group
Nebraska
$1.24M +$59.8K +1,313 +5%
RBFC
1507
Roman Butler Fullerton & Co
Missouri
$1.23M -$19K -416 -1%
CCB
1508
Cutter & Co Brokerage
Missouri
$1.23M +$48K +1,053 +4%
LJAC
1509
L.J. Altfest & Co
New York
$1.23M -$44.8K -984 -3%
CCG
1510
Cypress Capital Group
Florida
$1.22M -$446K -9,788 -26%
HNWAG
1511
High Net Worth Advisory Group
Florida
$1.21M +$1.24M +27,294 New
AP
1512
Adero Partners
California
$1.21M -$319 -7 -0%
PCG
1513
Private Capital Group
Connecticut
$1.21M -$47.5K -1,043 -4%
PCM
1514
Potomac Capital Management
New York
$1.21M +$1.23M +27,080 New
RCC
1515
Red Cedar Capital
Nebraska
$1.2M
FCFS
1516
First Command Financial Services
Texas
$1.2M +$25.6K +562 +2%
WWM
1517
Windsor Wealth Management
Indiana
$1.2M +$57.7K +1,267 +5%
IMC Chicago
1518
IMC Chicago
Illinois
$1.2M -$3.1M -68,050 -72%
CAM
1519
Cubic Asset Management
Massachusetts
$1.19M +$3.28K +72 +0.3%
KFGK
1520
Keystone Financial Group (Kentucky)
Kentucky
$1.19M +$1.64K +36 +0.1%
CWP
1521
Curated Wealth Partners
California
$1.19M -$268K -5,883 -18%
BOH
1522
Bank of Hawaii
Hawaii
$1.19M +$18.9K +415 +2%
BWM
1523
BCS Wealth Management
Tennessee
$1.19M +$865K +18,982 +248%
XSC
1524
X-Square Capital
Puerto Rico
$1.18M -$434K -9,529 -26%
CRC
1525
Curi RMB Capital
Illinois
$1.18M +$23.3K +512 +2%