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Bank of America

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