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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1851
Perennial Investment Advisors
California
$518K +$9.51K +264 +2%
PGWM
1852
Pitti Group Wealth Management
New York
$518K +$10.2K +282 +2%
DDC
1853
DF Dent & Co
Maryland
$518K +$22.9K +635 +4%
KCPG
1854
Kavar Capital Partners Group
Kansas
$517K +$9.94K +276 +2%
SAS
1855
Stelac Advisory Services
New York
$517K +$373K +10,347 +165%
CFO
1856
CVA Family Office
Colorado
$516K +$83.7K +2,325 +16%
SAM
1857
Seelaus Asset Management
New Jersey
$515K +$124K +3,450 +26%
TIA
1858
Traphagen Investment Advisors
New Jersey
$514K +$123K +3,410 +26%
FCFC
1859
First Citizens Financial Corp
Iowa
$513K
MAWCM
1860
Mine & Arao Wealth Creation & Management
California
$512K +$2.95K +82 +0.5%
SIC
1861
Shoker Investment Counsel
Ohio
$511K -$4.72K -131 -0.8%
MSA
1862
Marino Stram & Associates
Massachusetts
$509K +$53.8K +1,493 +10%
HCM
1863
Hall Capital Management
Rhode Island
$508K -$4.39K -122 -0.7%
CSB
1864
City State Bank
Iowa
$508K +$2.05K +57 +0.4%
HWA
1865
HHM Wealth Advisors
Tennessee
$508K +$26.9K +747 +5%
WC
1866
Whitney & Co
New York
$505K +$36K +1,000 +7%
FC
1867
Forte Capital
New York
$504K -$46.4K -1,290 -7%
VC
1868
Veracity Capital
Georgia
$504K -$20.5K -569 -3%
KCM
1869
Kanawha Capital Management
Virginia
$504K -$9K -250 -2%
VIM
1870
VELA Investment Management
Ohio
$503K +$66.5K +1,848 +13%
Aristotle Capital Management
1871
Aristotle Capital Management
California
$501K -$2.92K -81 -0.5%
VT
1872
Vise Technologies
New York
$501K +$5.83K +162 +1%
PCA
1873
Pallas Capital Advisors
Massachusetts
$500K -$108 -3 -0%
HI
1874
Harbour Investments
Wisconsin
$500K +$578K +16,059 New
DAM
1875
Delta Asset Management
Tennessee
$499K -$5.04K -140 -0.9%