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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1776
Capital Planning Advisors
California
$863K +$167K +3,737 +22%
CPCM
1777
Cardinal Point Capital Management
Ontario, Canada
$861K +$920K +20,641 New
APC
1778
Aspire Private Capital
North Carolina
$860K +$1.56K +35 +0.2%
QI
1779
QV Investors
Alberta, Canada
$859K -$5.47M -122,660 -86%
Ferguson Wellman Capital Management
1780
Ferguson Wellman Capital Management
Oregon
$859K +$277K +6,226 +43%
Driehaus Capital Management
1781
Driehaus Capital Management
Illinois
$859K -$224K -5,037 -20%
ARC
1782
Advisor Resource Council
Texas
$856K +$945K +21,205 New
CAM
1783
Councilmark Asset Management
Tennessee
$854K – – –
MWP
1784
Meriwether Wealth & Planning
Louisiana
$853K +$128K +2,868 +16%
PGWM
1785
Parisi Gray Wealth Management
New Jersey
$853K +$2.27K +51 +0.3%
CF
1786
Copperwynd Financial
Arizona
$852K +$23.8K +534 +3%
WDA
1787
Wendell David Associates
New Hampshire
$851K – – –
PCA
1788
Purkiss Capital Advisors
Connecticut
$851K +$363K +8,152 +67%
OFW
1789
Omnia Family Wealth
Florida
$849K +$59K +1,325 +7%
FC
1790
Farringdon Capital
United Kingdom
$849K +$907K +20,343 New
CAM
1791
Columbia Asset Management
Michigan
$849K -$78.3K -1,757 -8%
PFW
1792
Petros Family Wealth
Minnesota
$848K +$159K +3,575 +21%
CCM
1793
Crew Capital Management
Ohio
$845K +$4.46K +100 +0.5%
MFGM
1794
Marshall Financial Group (Maryland)
Maryland
$842K -$22.5K -504 -2%
KCM
1795
Kanawha Capital Management
Virginia
$841K +$21.2K +475 +2%
LCM
1796
Leisure Capital Management
California
$841K – – –
LBC
1797
Leigh Baldwin & Co
New York
$840K -$14.1K -316 -2%
EFA
1798
Evernest Financial Advisors
Indiana
$840K +$82.6K +1,853 +10%
WPA
1799
West Paces Advisors
Georgia
$840K – – –
HAG
1800
HF Advisory Group
Maryland
$839K +$45.6K +1,023 +5%