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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BSI
1926
Bennett Selby Investments
Maine
$775K -$220 -5 -0%
MWP
1927
Meriwether Wealth & Planning
Louisiana
$772K +$773K +17,573 New
Whitney & Co
1928
Whitney & Co
New York
$771K -$11.5K -262 -1%
DF Dent & Co
1929
DF Dent & Co
Maryland
$771K -$13K -295 -2%
Penserra Capital Management
1930
Penserra Capital Management
California
$769K +$444K +10,100 +136%
GPA
1931
Garrison Point Advisors
California
$768K +$88 +2 +0%
DMBA
1932
Deseret Mutual Benefit Administrators
Utah
$768K -$80.7K -1,834 -10%
OPA
1933
Old Port Advisors
Maine
$768K -$1.76K -40 -0.2%
Westover Capital Advisors
1934
Westover Capital Advisors
Delaware
$768K +$51.1K +1,161 +7%
CIR
1935
Clear Investment Research
Georgia
$766K -$7.44K -169 -1%
PCM
1936
Pointe Capital Management
Michigan
$765K +$8.14K +185 +1%
BWM
1937
Blossom Wealth Management
California
$765K +$13.4K +305 +2%
WCM
1938
Whitener Capital Management
North Carolina
$765K -$8.8K -200 -1%
Wellington Shields Capital Management
1939
Wellington Shields Capital Management
New York
$764K -$614K -13,946 -45%
HI
1940
Humankind Investments
New York
$764K -$99K -2,250 -11%
Bell Bank
1941
Bell Bank
North Dakota
$763K -$1.58K -36 -0.2%
ECP
1942
Epacria Capital Partners
Colorado
$762K -$807K -18,340 -51%
OAM
1943
Oxford Asset Management
United Kingdom
$762K +$124K +2,829 +20%
Concord Asset Management (Virginia)
1944
Concord Asset Management (Virginia)
Virginia
$761K +$64.1K +1,458 +9%
Gryphon Financial Partners
1945
Gryphon Financial Partners
Ohio
$761K +$48.3K +1,097 +7%
CJL
1946
Cyrus J. Lawrence
New York
$761K +$1.58K +36 +0.2%
180 Wealth Advisors
1947
180 Wealth Advisors
Washington
$760K -$39.9K -906 -5%
GAM
1948
Grandview Asset Management
Pennsylvania
$759K -$15.7K -357 -2%
BOS
1949
Bank of Stockton
California
$757K -$171K -3,896 -18%
Central Pacific Bank - Trust Division
1950
Central Pacific Bank - Trust Division
Hawaii
$756K -$398K -9,050 -34%