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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2201
OneAscent Wealth Management
Alabama
$400K +$409K +8,985 New
FM
2202
Family Management
New York
$399K
WMA
2203
West Michigan Advisors
Michigan
$399K +$409K +8,969 New
HC
2204
Hamilton Capital
Ohio
$398K +$85.3K +1,873 +26%
MWPCG
2205
Measured Wealth Private Client Group
New Hampshire
$397K -$7.29K -160 -2%
SAM
2206
Security Asset Management
New York
$396K -$46 -1 -0%
DIM
2207
Delta Investment Management
California
$396K +$91 +2 +0%
CA
2208
CGN Advisors
Kansas
$395K +$145K +3,183 +56%
CCFCSB
2209
Cape Cod Five Cents Savings Bank
Massachusetts
$394K +$4.24K +93 +1%
AWM
2210
Atticus Wealth Management
Florida
$392K +$400K +8,776 +25,074%
Members Trust
2211
Members Trust
Florida
$390K +$20.4K +447 +5%
SB
2212
Strategic Blueprint
Georgia
$390K +$136K +2,985 +52%
RPG
2213
Resource Planning Group
Georgia
$389K -$115K -2,522 -22%
BAM
2214
Bellevue Asset Management
Washington
$388K -$12.9K -283 -3%
CBT
2215
CoreFirst Bank & Trust
Kansas
$387K -$6.83K -150 -2%
GWM
2216
Gray Wealth Management
Maine
$387K +$23.1K +507 +6%
RTS
2217
Round Table Services
New Jersey
$386K -$19.5K -428 -5%
LJHT
2218
Laurie J. Hall Trustee
$381K
RPWA
2219
Regent Peak Wealth Advisors
Georgia
$381K +$20K +440 +5%
LSWM
2220
Lorne Steinberg Wealth Management
Canada
$380K +$76.3K +1,674 +24%
SIA
2221
Sage Investment Advisers
New York
$380K +$389K +8,541 New
CA
2222
Centerpoint Advisors
Massachusetts
$379K
SMH
2223
Sanders Morris Harris
Texas
$379K
SCM
2224
Sterneck Capital Management
Missouri
$378K -$15.9K -349 -4%
VFP
2225
Verus Financial Partners
Virginia
$378K