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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PI
2301
Pettee Investors
Connecticut
$337K
AA
2302
Addison Advisors
Vermont
$337K +$243K +5,344 +239%
TCB
2303
Texas Capital Bancshares
Texas
$335K -$1K -22 -0.3%
HVP
2304
Hudson Value Partners
Florida
$335K
FFMBT
2305
First Farmers & Merchants Bank Trust
Tennessee
$335K +$342K +7,517 New
AWM
2306
Apollon Wealth Management
South Carolina
$334K -$332K -7,288 -49%
SICM
2307
Sustainable Insight Capital Management
New York
$334K -$123K -2,694 -26%
AIM
2308
Allen Investment Management
New York
$334K
NCM
2309
Narwhal Capital Management
Georgia
$334K
BA
2310
Bridge Advisory
California
$334K +$123K +2,696 +56%
JWCA
2311
J.W. Coons Advisors
Ohio
$333K -$219K -4,800 -39%
PMG
2312
Private Management Group
California
$333K -$40K -878 -10%
HTC
2313
Haverford Trust Company
Pennsylvania
$333K +$26.8K +588 +9%
Wealth Enhancement Advisory Services
2314
Wealth Enhancement Advisory Services
Minnesota
$332K -$1.5M -32,836 -82%
AIL
2315
AGF Investments LLC
Ontario, Canada
$332K -$68.1K -1,494 -17%
TWM
2316
TriaGen Wealth Management
California
$331K
VBFG
2317
Vishria Bird Financial Group
Tennessee
$330K
F
2318
F3Logic
Minnesota
$329K -$22.8K -500 -6%
SIA
2319
Soltis Investment Advisors
Utah
$329K +$18.4K +403 +6%
B
2320
Bridgeworth
Alabama
$327K +$820 +18 +0.2%
WTFG
2321
Wells Trecaso Financial Group
Ohio
$327K +$18.4K +404 +6%
G
2322
GenTrust
Florida
$324K -$9.89K -217 -3%
KLI
2323
Kelman-Lazarov Inc
Tennessee
$324K
WF
2324
WoodTrust Financial
Wisconsin
$324K
OWA
2325
Opal Wealth Advisors
New York
$324K +$92.4K +2,029 +39%