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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
2176
Kavar Capital Partners Group
Kansas
$405K -$347K -10,115 -49%
Cohen & Steers
2177
Cohen & Steers
New York
$403K -$157K -4,581 -30%
SSW
2178
Stone Summit Wealth
Florida
$402K -$4.12K -120 -1%
TCPW
2179
Twin City Private Wealth
North Carolina
$402K +$364K +10,593 New
JWM
2180
JGP Wealth Management
Oregon
$402K +$8.03K +234 +2%
JLBC
2181
J.L. Bainbridge & Co
Florida
$402K – – –
PCMF
2182
Private Capital Management (Florida)
Florida
$400K +$24.4K +711 +7%
UCMOK
2183
United Capital Management of KS
Kansas
$400K -$81K -2,360 -18%
SFB
2184
STAR Financial Bank
Indiana
$399K -$17.5K -510 -5%
SAM
2185
Smithbridge Asset Management
Pennsylvania
$398K – – –
FI
2186
Financial Insights
Washington
$397K -$101K -2,952 -22%
Larson Financial Group
2187
Larson Financial Group
Missouri
$396K +$303K +8,821 +542%
KW
2188
KWB Wealth
California
$395K -$81.9K -2,385 -19%
BWG
2189
Beta Wealth Group
California
$395K +$172 +5 +0%
AT
2190
Arlington Trust
Alabama
$394K -$5.39K -157 -1%
AGA
2191
Arkos Global Advisors
Texas
$393K +$355K +10,352 New
AMCA
2192
Arthur M. Cohen & Associates
Illinois
$393K -$4.43K -129 -1%
RWS
2193
Resolute Wealth Strategies
Mississippi
$393K – – –
London Company of Virginia
2194
London Company of Virginia
Virginia
$392K – – –
CM
2195
Cornerstone Management
Georgia
$391K -$6.87K -200 -2%
CPSAC
2196
Chas P. Smith & Associates (CPS)
Florida
$390K -$172K -5,020 -33%
CWS
2197
Cypress Wealth Services
California
$390K -$2.51K -73 -0.7%
CA
2198
Crewe Advisors
Utah
$388K +$351K +10,238 New
RBC
2199
Romano Brothers & Co
Illinois
$388K +$24.4K +712 +7%
CW
2200
Channel Wealth
California
$387K +$15.1K +441 +5%