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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1776
Column Capital Advisors
Indiana
$303K -$8.77K -371 -3%
BWP
1777
BSW Wealth Partners
Colorado
$303K +$38.8K +1,642 +15%
SIC
1778
Sigma Investment Counselors
Michigan
$303K +$55.5K +2,350 +23%
AWM
1779
Aprio Wealth Management
Georgia
$302K -$30.8K -1,304 -9%
LAM
1780
Lingohr Asset Management
Germany
$302K -$13K -549 -4%
HFA
1781
Hoover Financial Advisors
Pennsylvania
$302K
NIA
1782
Northstar Investment Advisors
Colorado
$301K
PB
1783
Pinnacle Bancorp
Nebraska
$301K +$154K +6,500 +105%
CMBA
1784
C.M. Bidwell & Associates
Hawaii
$301K +$299K +12,675 New
BO
1785
BRR OpCo
Ohio
$300K -$80K -3,387 -21%
FA
1786
Financial Advisors
Massachusetts
$300K
FWSM
1787
First Wilshire Securities Management
California
$299K -$2.2K -93 -0.7%
PSF
1788
Pacific Sun Financial
California
$299K
LWA
1789
Lineweaver Wealth Advisors
Ohio
$299K +$19.6K +830 +7%
TFF
1790
The Family Firm
Maryland
$298K +$2.06K +87 +0.7%
HCM
1791
Hall Capital Management
Rhode Island
$296K +$29.5K +1,250 +11%
STB
1792
S&T Bank
Pennsylvania
$296K +$294K +12,454 New
TCM
1793
Tradewinds Capital Management
Washington
$295K +$2.86K +121 +1%
NPF
1794
Norris Perne & French
Michigan
$294K +$292K +12,373 New
WIM
1795
Waverton Investment Management
United Kingdom
$294K +$293K +12,400 New
TIA
1796
Traphagen Investment Advisors
New Jersey
$294K -$7.14K -302 -2%
CANY
1797
Caxton Associates (New York)
New York
$293K -$594K -25,132 -67%
CPSAC
1798
Chas P. Smith & Associates (CPS)
Florida
$293K -$9.29K -393 -3%
RFO
1799
RiverGlades Family Offices
Florida
$292K -$23.6K -1,000 -8%
DBIA
1800
Dumont & Blake Investment Advisors
New Jersey
$292K -$20K -847 -6%