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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
501
Edgemoor Investment Advisors
Maryland
$7.68M -$197K -7,899 -2%
DC
502
Davenport & Co
Virginia
$7.66M -$34.1M -1,369,850 -81%
PFA
503
Paradigm Financial Advisors
Missouri
$7.66M -$374K -15,037 -5%
B
504
Barings
North Carolina
$7.62M -$64K -2,570 -0.8%
LOPW
505
Live Oak Private Wealth
North Carolina
$7.59M -$123K -4,922 -2%
AP
506
Advisor Partners
California
$7.54M +$596K +23,944 +8%
H
507
HoyleCohen
California
$7.51M +$4.49M +180,277 +137%
DY
508
Dowling & Yahnke
California
$7.5M +$420K +16,880 +6%
ACM
509
Advisors Capital Management
New Jersey
$7.49M +$323K +12,978 +4%
PTC
510
Philadelphia Trust Company
Pennsylvania
$7.46M -$417K -16,754 -5%
CK
511
Cohen Klingenstein
New York
$7.37M +$75 +3 +0%
ERIM
512
Eagle Ridge Investment Management
Connecticut
$7.29M -$31.8K -1,278 -0.4%
BWP
513
Baldwin Wealth Partners
Massachusetts
$7.25M -$289K -11,625 -4%
PL
514
Perpetual Ltd
Australia
$7.21M -$8.55M -343,521 -53%
FAB
515
First American Bank
Illinois
$7.21M -$95K -3,814 -1%
MML Investors Services
516
MML Investors Services
Massachusetts
$7.19M -$708K -28,437 -9%
DADC
517
D.A. Davidson & Co
Montana
$7.17M +$1.41M +56,822 +24%
GIM
518
Greylin Investment Management
Virginia
$7.16M +$41.3K +1,660 +0.6%
GP
519
Girard Partners
Pennsylvania
$7.13M +$780K +31,312 +12%
SCP
520
Stamos Capital Partners
California
$7.11M +$7.34M +295,000 New
LW
521
Linscomb Wealth
Texas
$7.05M +$1.05M +41,979 +17%
IIM
522
Intact Investment Management
Quebec, Canada
$7.04M -$2.27M -91,100 -24%
AMI
523
Amica Mutual Insurance
Rhode Island
$7M
SGA
524
Strategic Global Advisors
California
$6.99M +$629K +25,248 +10%
MWM
525
Madison Wealth Management
Ohio
$6.98M +$19.2K +772 +0.3%