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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2051
Cladis Investment Advisory
Montana
$541K -$16K -399 -3%
GKWIM
2052
Gerber Kawasaki Wealth & Investment Management
California
$540K -$224K -5,580 -29%
HA
2053
Hanover Advisors
South Carolina
$540K – – –
PPP
2054
Private Portfolio Partners
New Jersey
$539K +$545K +13,596 New
FNBOO
2055
First National Bank of Omaha
Nebraska
$539K -$40.1K -1,000 -7%
CWA
2056
Clearview Wealth Advisors
Oregon
$539K -$264K -6,595 -33%
BCCM
2057
Black Cypress Capital Management
Florida
$538K -$115K -2,879 -18%
BFG
2058
Berger Financial Group
Minnesota
$538K +$44K +1,099 +9%
BRG
2059
Bay Rivers Group
Virginia
$534K -$802 -20 -0.1%
SW
2060
SlateStone Wealth
Florida
$533K +$85K +2,121 +19%
RCM
2061
Raleigh Capital Management
North Carolina
$533K -$50.2K -1,252 -9%
HI
2062
Hudock Inc
Pennsylvania
$533K -$33.1K -827 -6%
BEAM
2063
Baker Ellis Asset Management
Washington
$532K +$44.1K +1,100 +9%
PG
2064
Patten Group
Tennessee
$530K -$265K -6,620 -33%
HAS
2065
HBW Advisory Services
California
$530K -$27.5K -687 -5%
BT
2066
Brandywine Trust
Delaware
$529K – – –
BL
2067
Balentine LLC
Georgia
$528K +$533K +13,304 New
Aristotle Capital Management
2068
Aristotle Capital Management
California
$528K – – –
TCOT
2069
Trust Company of Toledo
Ohio
$527K +$16.7K +417 +3%
FWCM
2070
Ferguson Wellman Capital Management
Oregon
$527K -$25K -625 -4%
SWRP
2071
Summit Wealth & Retirement Planning
California
$527K +$30.9K +770 +6%
AWM
2072
Ariadne Wealth Management
California
$526K +$129K +3,228 +38%
GSIAS
2073
Garden State Investment Advisory Services
New Jersey
$525K -$14.4K -359 -3%
EHAM
2074
Eagle Harbor Asset Management
Washington
$524K – – –
AFP
2075
Ausdal Financial Partners
Iowa
$523K -$18.5K -462 -3%