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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RWI
2201
Red Wave Investments
Pennsylvania
$287K -$86 -3 -0%
CCG
2202
Chatham Capital Group
Georgia
$286K
AC
2203
Apella Capital
Connecticut
$286K +$284K +9,954 New
DIM
2204
Delta Investment Management
California
$285K
EWM
2205
Evermay Wealth Management
Virginia
$285K -$16.1K -565 -5%
AC
2206
ASB Consultores
Florida
$285K -$565K -19,810 -67%
DOA
2207
D'Orazio & Associates
Virginia
$285K +$283K +9,922 New
BWG
2208
Beta Wealth Group
California
$284K +$48.5K +1,700 +21%
SWMP
2209
Signature Wealth Management Partners
New Jersey
$283K +$77.6K +2,718 +38%
AWC
2210
Adamsbrown Wealth Consultants
Kansas
$283K -$1.91K -67 -0.7%
TF
2211
TimeScale Financial
Massachusetts
$283K +$913 +32 +0.3%
T. Rowe Price Investment Management
2212
T. Rowe Price Investment Management
Maryland
$282K +$280K +9,797 New
VST
2213
Van Strum & Towne
California
$282K
TCB
2214
Texas Capital Bancshares
Texas
$281K -$10K -351 -3%
JLBC
2215
J.L. Bainbridge & Co
Florida
$281K
GG
2216
Greenwood Gearhart
Arkansas
$281K -$56.6K -1,982 -17%
WW
2217
Westshore Wealth
California
$280K -$7.5K -263 -3%
ISB
2218
Iowa State Bank
Iowa
$280K
KA
2219
Klingman & Associates
New York
$280K +$36.4K +1,275 +15%
OPCM
2220
Osborne Partners Capital Management
California
$280K -$6.45K -226 -2%
VCP
2221
Vista Capital Partners
Oregon
$280K -$5.85K -205 -2%
SMH
2222
Sanders Morris Harris
Texas
$280K
LIG
2223
Lokken Investment Group
Delaware
$280K +$8.42K +295 +3%
ATWA
2224
Arbor Trust Wealth Advisors
Michigan
$280K +$32.4K +1,134 +13%
RWP
2225
Revolve Wealth Partners
New Jersey
$278K -$16.7K -585 -6%