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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2151
Cape Investment Advisory
Georgia
$617K +$19.8K +471 +4%
FTC
2152
Farmers Trust Company
Ohio
$617K -$120K -2,843 -18%
CIC
2153
Crawford Investment Counsel
Georgia
$617K -$5.38K -128 -1%
LAM
2154
Lewis Asset Management
California
$616K +$243K +5,783 +80%
BPW
2155
Bingham Private Wealth
California
$615K -$95K -2,257 -15%
SWM
2156
Selective Wealth Management
Virginia
$609K -$23.9K -569 -4%
CNBTD
2157
Citizens National Bank Trust Department
Mississippi
$608K – – –
AFG
2158
Albion Financial Group
Utah
$607K – – –
AA
2159
Argent Advisors
Louisiana
$606K -$93.9K -2,233 -15%
EA
2160
Ergawealth Advisors
Illinois
$606K – – –
SLA
2161
Silver Lake Advisory
Utah
$604K +$2.9K +69 +0.5%
NWA
2162
Navis Wealth Advisors
New York
$604K +$18.6K +443 +4%
CH
2163
Cromwell Holdings
Wyoming
$602K -$373K -8,874 -41%
GSIAS
2164
Garden State Investment Advisory Services
New Jersey
$600K +$2.48K +59 +0.5%
ATC
2165
Adirondack Trust Company
New York
$598K -$12.7K -302 -2%
FPL
2166
Fortress Private Ledger
North Carolina
$598K +$219K +5,204 +70%
EHAM
2167
Eagle Harbor Asset Management
Washington
$598K – – –
RWP
2168
Ridgecrest Wealth Partners
California
$597K -$53.2K -1,265 -9%
GPA
2169
Guidance Point Advisors
Massachusetts
$596K +$2.06K +49 +0.4%
JWM
2170
JGP Wealth Management
Oregon
$596K +$799 +19 +0.2%
SCA
2171
Sage Capital Advisors
South Dakota
$594K +$39.5K +940 +8%
AWM
2172
Aberdeen Wealth Management
Illinois
$594K – – –
ESB
2173
Essex Savings Bank
Connecticut
$593K +$142K +3,373 +37%
PSF
2174
Pacific Sun Financial
California
$592K – – –
AFAS
2175
Acorn Financial Advisory Services
Virginia
$592K -$43.5K -1,035 -8%