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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2226
Cozad Asset Management
Illinois
$426K -$17.2K -430 -4%
ACA
2227
Affinity Capital Advisors
California
$425K +$129K +3,215 +43%
ABWM
2228
Alpine Bank Wealth Management
Colorado
$424K +$429K +10,695 New
IWM
2229
Integris Wealth Management
California
$424K +$38.9K +970 +10%
FFC
2230
First Financial Corp
Indiana
$423K -$3.53K -88 -0.8%
Cohen & Steers
2231
Cohen & Steers
New York
$422K +$8.1K +202 +2%
KWM
2232
Keebeck Wealth Management
Illinois
$421K +$2.08K +52 +0.5%
FMP
2233
Financial Management Professionals
Texas
$421K -$73.3K -1,829 -15%
SIGI
2234
Susquehanna International Group (Ireland)
Ireland
$421K +$425K +10,605 New
CIM
2235
Confluence Investment Management
Missouri
$420K
WCM
2236
Wedge Capital Management
North Carolina
$419K +$2.16K +54 +0.5%
DIM
2237
Delta Investment Management
California
$418K +$11.3K +281 +3%
BWAM
2238
Boyd Watterson Asset Management
Ohio
$418K -$22.1K -552 -5%
CAC
2239
Certified Advisory Corp
Florida
$417K +$42.3K +1,056 +11%
AT
2240
Arlington Trust
Alabama
$417K +$4.41K +110 +1%
KW
2241
KWB Wealth
California
$416K +$1.6K +40 +0.4%
FA
2242
FDx Advisors
Illinois
$416K +$420K +10,476 New
SSW
2243
Stone Summit Wealth
Florida
$413K -$4.01K -100 -1%
LFG
2244
Larson Financial Group
Missouri
$412K +$63.4K +1,583 +18%
BAM
2245
Brave Asset Management
New Jersey
$412K -$4.01K -100 -1%
SWA
2246
SFMG Wealth Advisors
Texas
$411K -$58.1K -1,450 -12%
BWA
2247
BlueChip Wealth Advisors
Georgia
$411K -$92.4K -2,305 -18%
SAMT
2248
Select Asset Management & Trust
Pennsylvania
$411K -$300K -7,475 -42%
CPSAC
2249
Chas P. Smith & Associates (CPS)
Florida
$410K +$1.6K +40 +0.4%
CM
2250
Cornerstone Management
Georgia
$409K