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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1501
Summit Asset Management
Tennessee
$1.48M +$44K +1,000 +3%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$1.48M -$177K -4,028 -11%
MPW
1503
Monterey Private Wealth
California
$1.48M +$56.8K +1,291 +4%
GHAM
1504
Gilman Hill Asset Management
Connecticut
$1.47M +$1.02M +23,237 +226%
PPW
1505
Pasadena Private Wealth
California
$1.47M -$88K -2,000 -6%
GI
1506
GS Investments
Minnesota
$1.47M -$118K -2,675 -7%
IIM
1507
InTrack Investment Management
Vermont
$1.47M -$148K -3,370 -10%
CP
1508
Canopy Partners
Ohio
$1.46M +$82.1K +1,865 +6%
BIG
1509
Brooklyn Investment Group
New York
$1.46M +$112K +2,550 +8%
CI
1510
CX Institutional
Indiana
$1.46M -$4.18K -95 -0.3%
HFM
1511
Harvest Fund Management
China
$1.45M +$797K +18,104 +122%
VIM
1512
VELA Investment Management
Ohio
$1.45M
PG
1513
Proffitt & Goodson
Tennessee
$1.45M +$1.54K +35 +0.1%
WAG
1514
Winthrop Advisory Group
Massachusetts
$1.44M +$70.9K +1,612 +5%
NAS
1515
Nicolet Advisory Services
Wisconsin
$1.44M +$52.9K +1,202 +4%
QC
1516
Quent Capital
New York
$1.44M -$6.03K -137 -0.4%
AIIMS
1517
Analyst IMS Investment Management Services
Israel
$1.44M +$183K +4,158 +15%
FMLI
1518
Fukoku Mutual Life Insurance
Japan
$1.44M -$497K -11,290 -26%
MIP
1519
Mondrian Investment Partners
United Kingdom
$1.43M +$1.36M +30,907 New
FNBTCON
1520
First National Bank & Trust Co of Newtown
Pennsylvania
$1.43M -$156K -3,541 -10%
UAML
1521
US Asset Management LLC
Pennsylvania
$1.43M -$52.6K -1,195 -4%
FNBSF
1522
First National Bank Sioux Falls
South Dakota
$1.43M -$4.4K -100 -0.3%
WA
1523
WBH Advisory
Maryland
$1.42M -$4.93K -112 -0.3%
CWP
1524
Curated Wealth Partners
California
$1.42M +$10.9K +248 +0.8%
IWM
1525
Iams Wealth Management
Nebraska
$1.42M -$4.49K -102 -0.3%