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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1851
Parisi Gray Wealth Management
New Jersey
$1.13M +$2.22K +42 +0.2%
BMCM
1852
Bryn Mawr Capital Management
Pennsylvania
$1.13M +$90.7K +1,715 +9%
Horizon Kinetics Asset Management
1853
Horizon Kinetics Asset Management
New York
$1.13M -$254K -4,801 -19%
LIA
1854
LBMC Investment Advisors
Tennessee
$1.13M -$118K -2,225 -10%
Impax Asset Management Group
1855
Impax Asset Management Group
United Kingdom
$1.13M – – –
CSPIA
1856
Cary Street Partners Investment Advisory
Virginia
$1.13M +$48.2K +911 +5%
OA
1857
Operose Advisors
Wisconsin
$1.12M +$9.78K +185 +0.9%
WDA
1858
Wendell David Associates
New Hampshire
$1.12M – – –
BB
1859
Bell Bank
North Dakota
$1.12M +$39.3K +743 +4%
NI
1860
Natural Investments
California
$1.12M +$91.8K +1,736 +9%
HWMO
1861
Heritage Wealth Management (Ohio)
Ohio
$1.12M -$26.2K -495 -2%
FFP
1862
FourThought Financial Partners
Florida
$1.12M +$11.8K +224 +1%
AA
1863
Aire Advisors
California
$1.11M -$1.41M -26,602 -57%
KCM
1864
Kanawha Capital Management
Virginia
$1.11M -$1.32K -25 -0.1%
CCM
1865
Crew Capital Management
Ohio
$1.11M – – –
SFG
1866
Snider Financial Group
Washington
$1.11M -$185K -3,502 -15%
WP
1867
WealthShield Partners
North Carolina
$1.11M +$222K +4,195 +26%
FFL
1868
Future Fund LLC
Illinois
$1.11M -$145K -2,751 -12%
SFO
1869
Stokes Family Office
Louisiana
$1.11M +$463K +8,752 +77%
BOJHT
1870
Bank of Jackson Hole Trust
Wyoming
$1.11M +$41.9K +793 +4%
CWP
1871
Clark Wealth Partners
Illinois
$1.11M – – –
CNTOF
1872
Canandaigua National Trust of Florida
New York
$1.11M +$3.75K +71 +0.4%
RC
1873
Rexford Capital
Texas
$1.1M -$19.9K -377 -2%
CCC
1874
Chelsea Counsel Company
California
$1.1M – – –
MA
1875
MSA Advisors
California
$1.1M – – –