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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1751
Ascent Wealth Partners
New York
$647K +$11.8K +288 +2%
KP
1752
Keel Point
Alabama
$647K +$15.1K +368 +2%
KPCM
1753
Kings Point Capital Management
New York
$646K +$91.5K +2,231 +17%
CST
1754
Charles Schwab Trust
Nevada
$645K -$5.41K -132 -0.8%
SB
1755
Sunflower Bank
Texas
$645K +$7.83K +191 +1%
DAM
1756
Delta Asset Management
Tennessee
$642K -$3.32K -81 -0.5%
PHS
1757
Pekin Hardy Strauss
Illinois
$640K +$53.3K +1,300 +9%
WPA
1758
West Paces Advisors
Georgia
$639K +$12.7K +311 +2%
LFA
1759
Landmark Financial Advisors
Kentucky
$638K +$7.5K +183 +1%
PFSC
1760
Peoples Financial Services Corp
Pennsylvania
$635K +$59.4K +1,450 +10%
ST
1761
Spinnaker Trust
Maine
$634K -$118K -2,882 -16%
ACP
1762
Aviance Capital Partners
Florida
$634K -$32.8K -801 -5%
NFSG
1763
Newbridge Financial Services Group
Florida
$633K +$7.46K +182 +1%
CIC
1764
Crawford Investment Counsel
Georgia
$632K +$30.1K +734 +5%
CCP
1765
Cardan Capital Partners
Colorado
$630K -$26.3K -641 -4%
PIA
1766
Perennial Investment Advisors
California
$630K -$5.12K -125 -0.8%
MWPCG
1767
Measured Wealth Private Client Group
New Hampshire
$630K +$93.6K +2,284 +18%
BSI
1768
Bennett Selby Investments
Maine
$629K +$10.2K +250 +2%
IBOK
1769
Independence Bank of Kentucky
Kentucky
$626K -$31.8K -775 -5%
RHAM
1770
Round Hill Asset Management
California
$625K – – –
SC
1771
Sawyer & Company
Massachusetts
$623K -$101K -2,474 -14%
CF
1772
Copperwynd Financial
Arizona
$623K -$5.45K -133 -0.9%
LNWTC
1773
Laird Norton Wetherby Trust Company
Washington
$622K -$94.3K -2,301 -13%
AIP
1774
Almanack Investment Partners
Pennsylvania
$622K -$8.03K -196 -1%
BIMC
1775
Benson Investment Management Company
Virginia
$622K – – –