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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1826
Pasadena Private Wealth
California
$406K -$105K -3,234 -22%
FWSM
1827
First Wilshire Securities Management
California
$405K +$65 +2 +0%
NC
1828
Noked Capital
Israel
$405K +$372K +11,500 New
NI
1829
Noked Israel
Israel
$405K +$372K +11,500 New
TF
1830
TimeScale Financial
Massachusetts
$404K +$388 +12 +0.1%
KP
1831
Keel Point
Alabama
$404K +$45K +1,393 +14%
MPCG
1832
Matrix Private Capital Group
New York
$403K +$370K +11,441 New
Cohen & Steers
1833
Cohen & Steers
New York
$402K -$2.33M -72,036 -86%
CCM
1834
Check Capital Management
California
$402K +$97 +3 +0%
SIAG
1835
Signet Investment Advisory Group
Rhode Island
$401K -$147K -4,548 -29%
FI
1836
FormulaFolio Investments
Michigan
$401K +$21.6K +667 +6%
ATC
1837
Adirondack Trust Company
New York
$400K -$34.6K -1,072 -8%
AAIM
1838
Asset Advisors Investment Management
Georgia
$399K +$9.7K +300 +3%
FWM
1839
Fairhaven Wealth Management
Illinois
$398K
TCM
1840
Towercrest Capital Management
Pennsylvania
$397K +$3.88K +120 +1%
CW
1841
CreativeOne Wealth
Kansas
$397K +$364K +11,251 New
BWFA
1842
Baltimore-Washington Financial Advisors
Maryland
$396K
FMTC
1843
Farmers & Merchants Trust Company
California
$394K
GEA
1844
Glen Eagle Advisors
New Jersey
$394K +$81.7K +2,528 +29%
AHC
1845
Adell Harriman & Carpenter
Texas
$391K
BFG
1846
Beacon Financial Group
Texas
$390K -$78.4K -2,425 -18%
AWS
1847
Arkfeld Wealth Strategies
Nebraska
$390K +$432K +13,366 New
TCM
1848
Tran Capital Management
California
$389K +$357K +11,050 New
PFSC
1849
Peoples Financial Services Corp
Pennsylvania
$385K
CPSC
1850
Carl P. Sherr & Co
Massachusetts
$385K +$353K +10,935 New