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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1601
Coastwise Capital Group
California
$1.68M +$72.6K +1,373 +5%
EARNEST Partners
1602
EARNEST Partners
Georgia
$1.68M -$141K -2,660 -8%
CWM
1603
Connecticut Wealth Management
Connecticut
$1.68M -$115K -2,184 -7%
MSWM
1604
McGlone Suttner Wealth Management
Wisconsin
$1.67M +$60.3K +1,140 +4%
LA
1605
LVW Advisors
New York
$1.67M +$241K +4,566 +18%
SIA
1606
Soltis Investment Advisors
Utah
$1.67M +$272K +5,153 +20%
Lazard Frères Gestion
1607
Lazard Frères Gestion
France
$1.67M +$115K +2,179 +8%
PFP
1608
Paragon Financial Partners
California
$1.67M +$634 +12 +0%
MPAM
1609
Murphy Pohlad Asset Management
Minnesota
$1.67M -$58K -1,097 -3%
SIC
1610
Sage Investment Counsel
Tennessee
$1.67M +$53 +1 +0%
SWK
1611
Stephen W. Kidder
$1.66M – – –
FPB
1612
First PREMIER Bank
South Dakota
$1.65M – – –
AOWM
1613
Alpha Omega Wealth Management
Virginia
$1.65M -$1.37K -26 -0.1%
SS
1614
Sunbelt Securities
Texas
$1.65M -$14.1K -266 -0.9%
AIC
1615
Ayalon Insurance Company
Israel
$1.65M – – –
BAM
1616
Bayview Asset Management
Florida
$1.65M +$132K +2,500 +9%
CWP
1617
Cyndeo Wealth Partners
Florida
$1.64M +$82.1K +1,553 +5%
BJF
1618
Blue Jean Financial
New York
$1.64M +$1.58M +29,823 New
SCP
1619
Sivia Capital Partners
California
$1.64M +$365K +6,904 +30%
EAN
1620
Excelsior Advisor Network
Colorado
$1.64M +$1.57M +29,755 New
Vanguard Capital Wealth Advisors
1621
Vanguard Capital Wealth Advisors
Colorado
$1.63M +$5.6K +106 +0.4%
SSWM
1622
Sheets Smith Wealth Management
North Carolina
$1.63M -$26.4K -500 -2%
Csenge Advisory Group
1623
Csenge Advisory Group
Florida
$1.63M -$3.59K -68 -0.2%
SG
1624
StoneX Group
New York
$1.62M +$91.6K +1,733 +6%
GWA
1625
Gratus Wealth Advisors
Virginia
$1.62M -$237K -4,480 -13%