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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
2726
Harbour Trust & Investment Management
Indiana
$211K -$32.5K -810 -13%
MSG
2727
Main Street Group
Virginia
$209K -$45.9K -1,145 -18%
BAWM
2728
Bennett Associates Wealth Management
Pennsylvania
$209K +$211K +5,260 New
HIGP
2729
Hill Investment Group Partners
Missouri
$208K -$7.7K -192 -4%
CFFP
2730
Center for Financial Planning
Michigan
$208K +$13.2K +330 +7%
1CM
2731
1492 Capital Management
Wisconsin
$208K +$401 +10 +0.2%
LAM
2732
Lewis Asset Management
California
$208K +$210K +5,235 New
WIM
2733
Waverton Investment Management
United Kingdom
$208K +$210K +5,232 New
BCMO
2734
Buckingham Capital Management (Ohio)
Ohio
$208K +$210K +5,234 New
PW
2735
Peninsula Wealth
California
$208K +$194K +4,849 New
Financial Engines Advisors
2736
Financial Engines Advisors
California
$207K +$209K +5,224 New
UWM
2737
USAdvisors Wealth Management
Minnesota
$207K -$12.3K -308 -6%
SWM
2738
Segment Wealth Management
Texas
$206K -$5.29K -132 -2%
WS
2739
Wela Strategies
Georgia
$206K -$10.1K -251 -5%
AWA
2740
Alaska Wealth Advisors
Alaska
$206K -$40 -1 -0%
PBK
2741
Peoples Bank (Kansas)
Kansas
$205K -$2.97K -74 -1%
GEA
2742
Glen Eagle Advisors
New Jersey
$204K +$35.8K +894 +21%
WTA
2743
Washington Trust Advisors
Massachusetts
$204K -$18.4K -459 -8%
CCFM
2744
Clear Creek Financial Management
Washington
$204K +$3.45K +86 +2%
MAM
2745
Marotta Asset Management
Virginia
$203K – – –
FPF
2746
First Pacific Financial
Washington
$203K +$882 +22 +0.4%
HW
2747
Hamilton Wealth
California
$203K -$15.1K -378 -7%
RFP
2748
Root Financial Partners
California
$202K +$204K +5,101 New
RB
2749
Renasant Bank
Mississippi
$202K – – –
ONST
2750
Old North State Trust
North Carolina
$202K +$204K +5,091 New