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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SPF
1826
South Plains Financial
Texas
$1.16M -$34.5K -648 -3%
PA
1827
Procyon Advisors
Connecticut
$1.16M -$121K -2,276 -10%
PA
1828
PFG Advisors
Arizona
$1.16M -$193K -3,637 -15%
DWM
1829
Destination Wealth Management
California
$1.15M -$9.57K -180 -0.9%
HWMO
1830
Heritage Wealth Management (Ohio)
Ohio
$1.15M -$4.57K -86 -0.4%
WDA
1831
Wendell David Associates
New Hampshire
$1.15M -$11.3K -212 -1%
LCM
1832
Leisure Capital Management
California
$1.15M -$43.8K -824 -4%
CAM
1833
Councilmark Asset Management
Tennessee
$1.14M +$7.98K +150 +0.8%
CCC
1834
Chelsea Counsel Company
California
$1.14M – – –
PCM
1835
Potomac Capital Management
New York
$1.14M – – –
OQS
1836
Occudo Quantitative Strategies
Florida
$1.14M +$1.06M +19,975 New
ZBNA
1837
Zions Bancorporation, National Association
Utah
$1.14M -$73.9K -1,389 -7%
TC
1838
Tannin Capital
North Carolina
$1.13M -$148K -2,781 -12%
SAM
1839
Sawgrass Asset Management
Florida
$1.13M +$409K +7,681 +63%
CL
1840
COWA LLC
Oklahoma
$1.13M – – –
FFP
1841
FourThought Financial Partners
Florida
$1.13M +$1.6K +30 +0.2%
JE
1842
JMAC Enterprises
Pennsylvania
$1.13M +$160 +3 +0%
CWM
1843
Circle Wealth Management
New Jersey
$1.12M -$10.4K -196 -1%
CS
1844
Cannell & Spears
New York
$1.12M -$160 -3 -0%
TC
1845
Trilogy Capital
California
$1.12M +$275K +5,166 +36%
RA
1846
Range Advisory
Virginia
$1.12M +$362K +6,810 +53%
EB
1847
Emprise Bank
Kansas
$1.12M – – –
GSWM
1848
Golden State Wealth Management
California
$1.12M -$203K -3,809 -16%
BHPW
1849
Beverly Hills Private Wealth
California
$1.12M -$336K -6,317 -24%
HBWM
1850
Hollow Brook Wealth Management
New York
$1.12M +$1.04M +19,598 New