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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2276
Trust Company of Oklahoma
Oklahoma
$666K +$640K +12,104 New
CWA
2277
Clearview Wealth Advisors
Oregon
$665K -$38.7K -733 -6%
Financial Management Professionals
2278
Financial Management Professionals
Texas
$663K +$38.3K +725 +6%
KCPT
2279
Kingstone Capital Partners Texas
Texas
$662K +$5.23K +99 +0.8%
Sigma Investment Counselors
2280
Sigma Investment Counselors
Michigan
$660K +$2.17K +41 +0.3%
MHC
2281
May Hill Capital
Massachusetts
$660K +$29.5K +558 +5%
LAIC
2282
Lederer & Associates Investment Counsel
California
$660K – – –
FLP
2283
Financial Life Planners
Arizona
$660K -$4.65K -88 -0.7%
4WM
2284
44 Wealth Management
Oregon
$659K +$137K +2,583 +27%
SB
2285
Sunflower Bank
Texas
$659K +$317 +6 +0.1%
Harvey Investment Company
2286
Harvey Investment Company
Kentucky
$659K – – –
Seeds Investor
2287
Seeds Investor
New York
$658K +$79.4K +1,502 +14%
SPWM
2288
Schrum Private Wealth Management
Florida
$657K +$581 +11 +0.1%
Red Door Wealth Management
2289
Red Door Wealth Management
Tennessee
$657K +$1.8K +34 +0.3%
MAWCM
2290
Mine & Arao Wealth Creation & Management
California
$656K +$317 +6 +0.1%
Vista Capital Partners
2291
Vista Capital Partners
Oregon
$655K -$74.9K -1,417 -11%
Trust Company of the South
2292
Trust Company of the South
North Carolina
$655K -$27.8K -526 -4%
SLC
2293
Second Line Capital
Louisiana
$655K +$529 +10 +0.1%
CWM
2294
Centurion Wealth Management
Virginia
$654K +$1.74K +33 +0.3%
Thrive Wealth Management
2295
Thrive Wealth Management
Pennsylvania
$653K -$6.92K -131 -1%
Warwick Investment Management
2296
Warwick Investment Management
Texas
$653K +$5.39K +102 +0.9%
BTC
2297
Bank & Trust Company
Illinois
$652K – – –
Gould Asset Management
2298
Gould Asset Management
California
$652K +$125K +2,370 +25%
KLWA
2299
Kelly Lawrence W & Associates
California
$652K – – –
Jackson Square Capital
2300
Jackson Square Capital
California
$651K +$283K +5,357 +83%