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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NW
1851
NewEdge Wealth
Pennsylvania
$680K +$59.5K +1,318 +9%
FCFC
1852
First Citizens Financial Corp
Iowa
$679K
KCM
1853
Kanawha Capital Management
Virginia
$678K -$9.97K -221 -1%
HCM
1854
Hall Capital Management
Rhode Island
$678K -$1.22K -27 -0.2%
PC
1855
Periscope Capital
Ontario, Canada
$676K -$113K -2,494 -13%
CAM
1856
Close Asset Management
United Kingdom
$676K
PIA
1857
Perennial Investment Advisors
California
$675K -$812 -18 -0.1%
MAWCM
1858
Mine & Arao Wealth Creation & Management
California
$674K +$541 +12 +0.1%
PGWM
1859
Pitti Group Wealth Management
New York
$674K +$8.08K +179 +1%
BAS
1860
Brown Advisory Securities
Maryland
$673K -$142K -3,150 -16%
KCPG
1861
Kavar Capital Partners Group
Kansas
$673K +$19.4K +431 +3%
LFA
1862
Landmark Financial Advisors
Kentucky
$673K +$61.4K +1,361 +8%
RCM
1863
Raleigh Capital Management
North Carolina
$671K +$732K +16,213 +21,333%
CSB
1864
City State Bank
Iowa
$670K -$97K -2,150 -12%
MSR
1865
Main Street Research
Connecticut
$667K -$33.2M -736,787 -98%
FC
1866
Fusion Capital
South Carolina
$667K +$7.63K +169 +1%
DAM
1867
Delta Asset Management
Tennessee
$667K +$28.2K +625 +4%
Aristotle Capital Management
1868
Aristotle Capital Management
California
$666K -$25.2M -558,247 -97%
FVWA
1869
Foster Victor Wealth Advisors
South Carolina
$666K -$52.1K -1,154 -6%
CANY
1870
Caxton Associates (New York)
New York
$666K +$729K +16,151 New
OHWP
1871
Oak Harbor Wealth Partners
North Carolina
$664K +$6.54K +145 +0.9%
BAM
1872
Bosun Asset Management
Illinois
$664K +$148K +3,274 +25%
SB
1873
Sunflower Bank
Texas
$661K +$10.7K +238 +2%
LSA
1874
Lansing Street Advisors
Pennsylvania
$661K +$752K +16,668 New
DDC
1875
DF Dent & Co
Maryland
$660K +$29.4K +652 +4%