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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1901
Capital City Trust
Florida
$474K +$161K +4,675 +62%
TCM
1902
Tradewinds Capital Management
Washington
$473K – – –
HWMA
1903
Heritage Wealth Management (Arizona)
Arizona
$472K +$421K +12,198 New
GG
1904
Golden Green
South Carolina
$470K +$419K +12,150 New
KA
1905
Kercheville Advisors
Texas
$469K +$29.5K +855 +8%
AWM
1906
AllSquare Wealth Management
New York
$469K +$34.5K +1,000 +9%
TWM
1907
Triton Wealth Management
Arizona
$468K -$2.17K -63 -0.5%
BFC
1908
Bedel Financial Consulting
Indiana
$468K +$26.1K +755 +7%
DBIA
1909
Dumont & Blake Investment Advisors
New Jersey
$466K -$10.6K -308 -2%
GWS
1910
Glassman Wealth Services
Virginia
$466K +$15.4K +447 +4%
V
1911
VeraBank
Texas
$465K – – –
ONGA
1912
O'Neil Global Advisors
California
$464K +$414K +12,000 New
PCM
1913
Penserra Capital Management
California
$463K +$91.2K +2,644 +28%
BG
1914
Benedetti & Gucer
Georgia
$462K +$413K +11,957 New
MPI
1915
Mairs & Power Inc
Minnesota
$460K -$8.63K -250 -2%
RCA
1916
Ranch Capital Advisors
Florida
$460K +$14.6K +422 +4%
GCAC
1917
Guardian Capital Advisors (Canada)
Ontario, Canada
$457K +$43.1K +1,250 +12%
Assenagon Asset Management
1918
Assenagon Asset Management
Luxembourg
$457K +$141K +4,077 +53%
FFG
1919
Fortem Financial Group
California
$456K +$22.9K +664 +6%
GP
1920
Greenline Partners
New York
$453K -$2.07K -60 -0.5%
JC
1921
Jacobs & Co
California
$452K -$5.18K -150 -1%
TCMP
1922
Thrive Capital Management (Pennsylvania)
Pennsylvania
$452K +$1.9K +55 +0.5%
BEAM
1923
Baker Ellis Asset Management
Washington
$452K +$117K +3,380 +41%
MMA
1924
Miracle Mile Advisors
California
$451K -$55.9K -1,619 -12%
HAS
1925
HBW Advisory Services
California
$450K -$45.7K -1,323 -10%