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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
2551
Jackson Grant Investment Advisers
Connecticut
$250K – – –
ACP
2552
Aveo Capital Partners
Colorado
$250K -$39.1K -1,020 -14%
TRIA
2553
Trail Ridge Investment Advisors
Colorado
$250K +$241K +6,276 New
HCM
2554
HMS Capital Management
Tennessee
$250K – – –
HCM
2555
Hengehold Capital Management
Ohio
$249K -$2.03K -53 -0.8%
MTIC
2556
Missouri Trust & Investment Company
Missouri
$248K – – –
PAS
2557
Professional Advisory Services
Florida
$248K – – –
FB
2558
First Bancorp
Maine
$247K +$5.75K +150 +2%
LEA
2559
Legacy Edge Advisors
New York
$247K +$238K +6,213 New
WFA
2560
WMG Financial Advisors
Tennessee
$247K +$34.7K +906 +17%
SGK
2561
Steigerwald Gordon & Koch
Virginia
$247K +$77 +2 +0%
HGERS
2562
Householder Group Estate & Retirement Specialist
Arizona
$246K +$108K +2,831 +84%
MLFP
2563
MPS Loria Financial Planners
Illinois
$246K +$2.26K +59 +1%
RWM
2564
RKL Wealth Management
Pennsylvania
$246K -$2.57K -67 -1%
SIC
2565
SJS Investment Consulting
Ohio
$246K +$115 +3 +0%
FWM
2566
ForthRight Wealth Management
Georgia
$245K +$1.19K +31 +0.5%
SIC
2567
Sterling Investment Counsel
New York
$244K -$27.4K -716 -10%
CAM
2568
Campion Asset Management
Virginia
$244K -$73.3K -1,913 -24%
RMCM
2569
Reynders McVeigh Capital Management
Massachusetts
$244K -$43.1K -1,125 -16%
JWA
2570
JFS Wealth Advisors
Pennsylvania
$244K -$21.4K -559 -8%
SF
2571
Symphony Financial
Texas
$244K +$230 +6 +0.1%
IGGA
2572
Iron Gate Global Advisors
Utah
$244K -$1.03M -26,800 -81%
GIP
2573
Granite Investment Partners
California
$244K -$26.8K -700 -10%
HTIM
2574
Harbour Trust & Investment Management
Indiana
$244K +$6.59K +172 +3%
MF
2575
Meridian Financial
Massachusetts
$243K – – –