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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1926
L.J. Altfest & Co
New York
$719K -$93.6K -2,101 -11%
CPWA
1927
Cerro Pacific Wealth Advisors
California
$719K +$713 +16 +0.1%
KCPG
1928
Kavar Capital Partners Group
Kansas
$719K +$339K +7,603 +79%
AGP
1929
Autumn Glory Partners
Texas
$716K – – –
DF Dent & Co
1930
DF Dent & Co
Maryland
$715K -$17.5K -392 -2%
GAM
1931
Grandview Asset Management
Pennsylvania
$712K -$9.27K -208 -1%
BF
1932
Brucke Financial
Indiana
$711K +$205K +4,592 +35%
OPA
1933
Old Port Advisors
Maine
$711K -$18.8K -423 -2%
SC
1934
Saiph Capital
New Jersey
$710K +$6.11K +137 +0.1%
HAC
1935
Harbor Advisory Corp
New Hampshire
$707K – – –
APW
1936
Austin Private Wealth
Texas
$706K +$41.2K +924 +6%
AWP
1937
Ascent Wealth Partners
New York
$704K +$45.1K +1,011 +6%
DDPIC
1938
Deroy & Devereaux Private Investment Counsel
Michigan
$704K +$55.7K +1,250 +8%
AA
1939
Addison Advisors
Vermont
$704K -$87K -1,953 -10%
FWP
1940
Firethorn Wealth Partners
Georgia
$704K +$2.36K +53 +0.3%
Optiver Holding
1941
Optiver Holding
Netherlands
$703K -$1.18M -26,483 -61%
Erste Asset Management
1942
Erste Asset Management
Austria
$702K -$8.28M -185,875 -32%
LIM
1943
Leavell Investment Management
Alabama
$701K +$38.2K +857 +5%
OWA
1944
One Wealth Advisors
California
$700K +$314K +7,052 +73%
BOS
1945
Bank of Stockton
California
$698K -$22.3K -500 -3%
RPSA
1946
Richard P. Slaughter Associates
Texas
$697K +$744K +16,698 New
SPC
1947
Spirepoint Private Client
Florida
$696K -$936 -21 -0.1%
FFL
1948
Future Fund LLC
Illinois
$694K +$741K +16,631 New
SIM
1949
SSI Investment Management
California
$693K -$89 -2 -0%
CBT
1950
Crews Bank & Trust
Florida
$692K -$5.7K -128 -0.8%