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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1601
Ayalon Insurance Company
Israel
$794K -$213K -5,910 -19%
TSWM
1602
Tyler-Stone Wealth Management
Ohio
$794K +$106K +2,947 +13%
AIM
1603
ARGA Investment Management
Connecticut
$792K +$916K +25,447 New
CA
1604
Continuum Advisory
Idaho
$791K +$148K +4,113 +19%
BIAS
1605
Beacon Investment Advisory Services
New Jersey
$787K -$84.9K -2,358 -9%
GIP
1606
Granite Investment Partners
California
$786K -$223K -6,200 -20%
PP
1607
Patron Partners
Texas
$783K +$49.3K +1,369 +6%
LA
1608
LVW Advisors
New York
$782K
BA
1609
Bridgewater Advisors
New York
$782K +$6.3K +175 +0.7%
MWM
1610
Minot Wealth Management
Massachusetts
$781K -$92.1K -2,559 -9%
CIA
1611
Caerus Investment Advisors
Texas
$781K
AHC
1612
Adell Harriman & Carpenter
Texas
$779K +$292K +8,107 +48%
PCM
1613
Patient Capital Management
Maryland
$778K
QOP
1614
Quinn Opportunity Partners
Virginia
$778K +$900K +25,000 New
RRCM
1615
Rappaport Reiches Capital Management
Illinois
$778K +$212K +5,889 +31%
ICM
1616
IMS Capital Management
Oregon
$775K +$248K +6,902 +38%
LJAC
1617
L.J. Altfest & Co
New York
$774K -$17.7K -491 -2%
PG
1618
Proffitt & Goodson
Tennessee
$773K +$66.4K +1,843 +8%
DBT
1619
Dubuque Bank & Trust
Iowa
$771K -$194K -5,392 -18%
HA
1620
Hamel Associates
New Jersey
$771K
ST
1621
Sentinel Trust
Texas
$769K -$16.9K -469 -2%
SS
1622
Sunbelt Securities
Texas
$768K -$89K -2,472 -9%
SCA
1623
Sippican Capital Advisors
Massachusetts
$768K
CWP
1624
Concord Wealth Partners
Virginia
$767K -$22.5K -626 -2%
TWA
1625
TCI Wealth Advisors
Arizona
$767K -$17.9K -498 -2%