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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
2601
Signet Investment Advisory Group
Rhode Island
$222K +$201K +5,850 New
CCFCSB
2602
Cape Cod Five Cents Savings Bank
Massachusetts
$222K -$12.5K -363 -6%
AFS
2603
Annapolis Financial Services
Maryland
$221K -$82.1K -2,392 -29%
AG
2604
Algert Global
California
$221K -$195K -5,667 -49%
PCM
2605
Passive Capital Management
Maryland
$220K +$199K +5,810 New
MAA
2606
Mraz Amerine & Associates
California
$220K +$199K +5,805 New
SAMC
2607
Spectrum Asset Management (California)
California
$220K +$199K +5,797 New
PCFFS
2608
Pacific Center for Financial Services
California
$219K -$13.9K -405 -7%
SFG
2609
Sunburst Financial Group
Alabama
$219K -$7.62K -222 -4%
Financial Engines Advisors
2610
Financial Engines Advisors
California
$218K +$198K +5,757 New
AFA
2611
American Financial Advisors
Georgia
$218K -$140K -4,075 -42%
CWP
2612
Core Wealth Partners
California
$217K +$197K +5,728 New
BWM
2613
BlackDiamond Wealth Management
New York
$217K -$35.7K -1,041 -15%
FWA
2614
FSM Wealth Advisors
Ohio
$216K +$196K +5,706 New
BOSSRA
2615
B.O.S.S. Retirement Advisors
Utah
$216K -$118K -3,445 -35%
FA
2616
Fermata Advisors
California
$216K -$27.6K -805 -12%
BCMLT
2617
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K -$14.7K -427 -7%
LF
2618
Lee Financial
Texas
$216K – – –
SWM
2619
Segment Wealth Management
Texas
$215K +$195K +5,681 New
TC
2620
Trilogy Capital
California
$214K +$194K +5,646 New
SFC
2621
Swisher Financial Concepts
Ohio
$214K -$16.9K -493 -8%
CM
2622
Capula Management
Cayman Islands
$214K +$194K +5,643 New
FFWM
2623
Future Financial Wealth Management
Ohio
$214K -$34K -990 -15%
SAW
2624
Signal Advisors Wealth
Michigan
$214K +$194K +5,640 New
TWM
2625
Tanager Wealth Management
United Kingdom
$214K +$193K +5,636 New