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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
2151
KMG Fiduciary Partners
Ohio
$772K -$20.2K -380 -3%
AWAP
2152
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$771K +$11.8K +221 +2%
GAM
2153
Gould Asset Management
California
$770K +$67.5K +1,270 +10%
SW
2154
SlateStone Wealth
Florida
$770K -$22.4K -421 -3%
SI
2155
Seeds Investor
New York
$766K +$8.19K +154 +1%
MFG
2156
Menard Financial Group
Texas
$766K +$12.2K +229 +2%
CFO
2157
CVA Family Office
Colorado
$765K +$18.6K +349 +3%
FFM
2158
Forum Financial Management
Illinois
$765K -$36.5K -687 -5%
BC
2159
Burney Company
Virginia
$764K +$89.7K +1,687 +14%
SAM
2160
Sagewood Asset Management
New York
$764K +$218K +4,097 +44%
TWA
2161
Tandem Wealth Advisors
Arizona
$761K +$38.4K +722 +6%
CIA
2162
Cladis Investment Advisory
Montana
$760K -$2.61K -49 -0.4%
BT
2163
Brandywine Trust
Delaware
$759K – – –
GFA
2164
Gallagher Fiduciary Advisors
Illinois
$759K +$17.4K +327 +3%
Aristotle Capital Management
2165
Aristotle Capital Management
California
$758K – – –
MSA
2166
Marino Stram & Associates
Massachusetts
$757K -$14.3K -268 -2%
OFS
2167
Orrstown Financial Services
Pennsylvania
$756K +$211K +3,975 +43%
PCM
2168
Palisade Capital Management
New Jersey
$756K +$745 +14 +0.1%
KC
2169
Kepler Cheuvreux
$753K -$1.01M -19,003 -59%
WIP
2170
WealthCare Investment Partners
Rhode Island
$752K +$7.45K +140 +1%
Fiera Capital (Canada)
2171
Fiera Capital (Canada)
Quebec, Canada
$751K +$53 +1 +0%
UCB
2172
United Community Bank
South Carolina
$751K -$32.5K -611 -4%
MW
2173
Maia Wealth
Colorado
$751K -$140K -2,636 -17%
PCM
2174
Penserra Capital Management
California
$749K +$659K +12,394 +1,583%
PAM
2175
PCG Asset Management
New Jersey
$746K -$3.99K -75 -0.6%