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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2076
Klingman & Associates
New York
$244K +$215K +8,038 New
TC
2077
Tacita Capital
Ontario, Canada
$243K +$214K +8,001 New
IC
2078
Inverness Counsel
New York
$242K +$214K +7,976 New
IIC
2079
Ironwood Investment Counsel
Arizona
$241K -$121K -4,503 -36%
LJHT
2080
Laurie J. Hall Trustee
$241K -$73K -2,725 -26%
GWM
2081
Gray Wealth Management
Maine
$241K -$17.9K -667 -8%
BFIM
2082
Beese Fulmer Investment Management
Ohio
$241K +$214K +7,967 New
CAM
2083
Cozad Asset Management
Illinois
$240K +$212K +7,915 New
CCM
2084
Chickasaw Capital Management
Tennessee
$240K +$212K +7,922 New
TCB
2085
Texas Capital Bancshares
Texas
$240K +$212K +7,925 New
LF
2086
LifeSteps Financial
California
$239K -$15.9K -594 -7%
QCM
2087
Quest Capital Management
Texas
$239K +$211K +7,876 New
KJHP
2088
K.J. Harrison & Partners
Ontario, Canada
$239K +$211K +7,890 New
CG
2089
Corundum Group
Colorado
$239K +$212K +7,896 New
BSA
2090
Bull Street Advisors
Georgia
$237K +$209K +7,807 New
B
2091
Bridgeworth
Alabama
$236K +$208K +7,777 New
MFGP
2092
Marshall Financial Group (Pennsylvania)
Pennsylvania
$235K +$208K +7,744 New
WIA
2093
World Investment Advisors
California
$234K +$188K +7,020 New
Assenagon Asset Management
2094
Assenagon Asset Management
Luxembourg
$234K +$207K +7,726 New
TWM
2095
TriaGen Wealth Management
California
$233K +$206K +7,688 New
DA
2096
Doliver Advisors
Texas
$233K +$206K +7,693 New
HA
2097
HC Advisors
Georgia
$232K -$26.8K -1,000 -12%
IAP
2098
Indie Asset Partners
Indiana
$232K +$205K +7,639 New
UFA
2099
US Financial Advisors
Massachusetts
$231K +$204K +7,620 New
RRWA
2100
Rainey & Randall Wealth Advisors
Florida
$231K +$205K +7,631 New