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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
1801
Marble Harbor Investment Counsel
Massachusetts
$521K
SIA
1802
SkyView Investment Advisors
New Jersey
$520K +$13.8K +482 +3%
BOH
1803
Bank of Hawaii
Hawaii
$518K -$155K -5,424 -23%
TP
1804
Tranquility Partners
Tennessee
$517K +$40.7K +1,426 +9%
WA
1805
Waddell & Associates
Tennessee
$517K -$98.7K -3,458 -16%
RA
1806
Rational Advisors
New York
$517K +$479K +16,791 +1,383%
GCAC
1807
Guardian Capital Advisors (Canada)
Ontario, Canada
$516K +$30.2K +1,060 +6%
MCA
1808
MSH Capital Advisors
Arizona
$516K +$143 +5 +0%
WA
1809
Wealthstar Advisors
Texas
$514K +$3.11K +109 +0.6%
Fuller & Thaler Asset Management
1810
Fuller & Thaler Asset Management
California
$514K +$132K +4,612 +35%
PWMG
1811
Provence Wealth Management Group
California
$514K +$1.17K +41 +0.2%
WAM
1812
WNY Asset Management
New York
$513K +$285 +10 +0.1%
WC
1813
Whitney & Co
New York
$513K +$28.1K +986 +6%
CIR
1814
Clear Investment Research
Georgia
$512K +$4.14K +145 +0.8%
SWM
1815
Selective Wealth Management
Virginia
$511K +$509K +17,823 New
AT
1816
American Trust
Kentucky
$510K -$23.7K -830 -4%
AWM
1817
Abound Wealth Management
Tennessee
$510K +$9.87K +346 +2%
EFSCE
1818
Enterprise Financial Services Corp (EFSC)
Missouri
$508K +$30.3K +1,062 +6%
VP
1819
Verum Partners
North Carolina
$507K +$255K +8,943 +102%
FWP
1820
Firethorn Wealth Partners
Georgia
$507K +$5.68K +199 +1%
CJL
1821
Cyrus J. Lawrence
New York
$506K -$14.3K -500 -3%
LAM
1822
LifePro Asset Management
California
$504K -$12.7K -444 -2%
DE
1823
Day & Ennis
Georgia
$502K
KFP
1824
KMG Fiduciary Partners
Ohio
$501K +$105K +3,683 +27%
CF
1825
Copperwynd Financial
Arizona
$501K +$30K +1,053 +6%