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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1676
Frisch Financial Group
New York
$375K -$7.66K -324 -2%
OA
1677
Oxbow Advisors
Texas
$375K
FM
1678
Foster & Motley
Ohio
$375K +$373K +15,797 New
PCM
1679
Pointe Capital Management
Michigan
$374K +$13.9K +587 +4%
PHS
1680
Pekin Hardy Strauss
Illinois
$373K -$88.4K -3,740 -19%
HIC
1681
Harvey Investment Company
Kentucky
$373K
HL
1682
HeadInvest LLC
Maine
$372K -$21.5K -908 -5%
AWA
1683
Arkadios Wealth Advisors
Georgia
$372K -$5.95K -252 -2%
OFW
1684
Omnia Family Wealth
Florida
$370K -$733K -31,036 -67%
AIA
1685
Arbor Investment Advisors
North Carolina
$370K -$75.5K -3,195 -17%
LFA
1686
Landmark Financial Advisors
Kentucky
$370K +$2.17K +92 +0.6%
AIC
1687
Archer Investment Corporation
Indiana
$369K -$449 -19 -0.1%
SIG
1688
Sky Investment Group
Connecticut
$366K -$7.7K -326 -2%
SSWM
1689
Sheets Smith Wealth Management
North Carolina
$366K
ATC
1690
Adirondack Trust Company
New York
$364K +$1.42K +60 +0.4%
SCM
1691
Southport Capital Management
Tennessee
$364K +$9.71K +411 +3%
BMC
1692
Benin Management Corp
Connecticut
$363K -$94.5K -4,000 -21%
DAM
1693
Delta Asset Management
Tennessee
$363K -$9.14K -387 -2%
GFS
1694
GYL Financial Synergies
Connecticut
$362K -$54.8K -2,318 -13%
CPSC
1695
Carl P. Sherr & Co
Massachusetts
$362K +$104K +4,422 +41%
Cohen & Steers
1696
Cohen & Steers
New York
$361K +$90.3K +3,820 +34%
PPW
1697
Pasadena Private Wealth
California
$360K -$5.43K -230 -1%
CC
1698
Cedar Capital
Illinois
$359K -$40.3K -1,706 -10%
BIMC
1699
Benson Investment Management Company
Virginia
$358K
PV
1700
Private Vista
Illinois
$357K -$153K -6,487 -30%