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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
2226
Verus Financial Partners
Virginia
$378K – – –
CFO
2227
Collective Family Office
Pennsylvania
$377K +$4.56K +100 +1%
SAF
2228
Smith Anglin Financial
Texas
$377K +$7.43K +163 +2%
HCM
2229
HGI Capital Management
New York
$376K -$8.93K -196 -2%
BCM
2230
Boltwood Capital Management
California
$376K – – –
TCBWMS
2231
Texas Capital Bank Wealth Management Services
Texas
$376K +$10.3K +226 +3%
ACP
2232
Aveo Capital Partners
Colorado
$376K +$23.1K +507 +6%
APW
2233
Austin Private Wealth
Texas
$374K – – –
HWM
2234
Horizon Wealth Management
Illinois
$372K +$381K +8,362 New
KFP
2235
KB Financial Partners
New Jersey
$371K +$4.65K +102 +1%
SCA
2236
STALEY CAPITAL ADVISERS
Pennsylvania
$371K +$40.5K +889 +12%
SIC
2237
Sterling Investment Counsel
New York
$371K +$380K +8,344 New
YL
2238
YCG LLC
Texas
$370K -$9.51M -208,730 -96%
GD
2239
Grandfield & Dodd
New York
$370K -$13.6K -298 -3%
JLBC
2240
J.L. Bainbridge & Co
Florida
$370K -$7.52K -165 -2%
OAM
2241
Oak Asset Management
California
$370K +$51K +1,120 +16%
RWP
2242
Revolve Wealth Partners
New Jersey
$370K +$379K +8,326 New
PCM
2243
Pennsylvania Capital Management
Pennsylvania
$369K -$243K -5,340 -39%
WSC
2244
Wellington Shields & Co
New York
$369K +$378K +8,298 New
BWM
2245
BlackDiamond Wealth Management
New York
$367K +$376K +8,250 New
CWP
2246
Capital Wealth Planning
Florida
$366K -$580K -12,726 -61%
SAMT
2247
Select Asset Management & Trust
Pennsylvania
$365K -$46 -1 -0%
PK
2248
Pflug Koory
Nebraska
$365K – – –
CC
2249
Callan Capital
California
$364K +$135K +2,961 +57%
KA
2250
Kozak & Associates
Colorado
$363K +$1.14K +25 +0.3%