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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DF Dent & Co
1876
DF Dent & Co
Maryland
$660K +$29.4K +652 +4%
YIA
1877
YHB Investment Advisors
Connecticut
$658K -$38K -842 -5%
SWM
1878
Segment Wealth Management
Texas
$658K +$36.4K +806 +5%
Vise Technologies
1879
Vise Technologies
New York
$657K +$719K +15,944 New
NFSG
1880
Newbridge Financial Services Group
Florida
$656K -$59.1K -1,309 -8%
FPCP
1881
Fort Point Capital Partners
California
$656K +$15.2K +336 +2%
BSI
1882
Bennett Selby Investments
Maine
$656K +$17.9K +396 +3%
ZIG
1883
Zullo Investment Group
Pennsylvania
$655K +$4.96K +110 +0.7%
COCM
1884
Charter Oak Capital Management
New Hampshire
$654K -$8.75K -194 -1%
WAS
1885
WESPAC Advisors SoCal
California
$653K – – –
CWM
1886
Chesapeake Wealth Management
Virginia
$653K +$442K +9,792 +161%
MFG
1887
Menard Financial Group
Texas
$651K -$35.1K -777 -5%
CF
1888
Copperwynd Financial
Arizona
$651K +$14.3K +316 +2%
CS
1889
Capital Square
Tennessee
$649K -$14.4K -320 -2%
HIC
1890
Harvey Investment Company
Kentucky
$647K – – –
SIA
1891
SkyView Investment Advisors
New Jersey
$646K +$171K +3,800 +30%
VCP
1892
Verus Capital Partners
Arizona
$645K +$728K +16,145 New
OIA
1893
Optimum Investment Advisors
Illinois
$644K -$67.7K -1,500 -9%
SSWM
1894
Sheets Smith Wealth Management
North Carolina
$642K +$31.6K +700 +5%
HWA
1895
HHM Wealth Advisors
Tennessee
$641K -$19.9K -440 -3%
PHS
1896
Pekin Hardy Strauss
Illinois
$640K +$13.5K +300 +2%
Aquatic Capital Management
1897
Aquatic Capital Management
Illinois
$639K +$699K +15,500 New
VWM
1898
Venturi Wealth Management
Texas
$636K – – –
Index Fund Advisors
1899
Index Fund Advisors
California
$636K +$696K +15,430 New
FBFS
1900
First Business Financial Services
Wisconsin
$635K – – –