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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Coldstream Capital Management
Washington
$6.45M +$195K +4,747 +3%
ASN
702
Advisory Services Network
Georgia
$6.41M +$515K +12,554 +9%
MIA
703
MainStreet Investment Advisors
Illinois
$6.4M -$662K -16,151 -9%
Barrow, Hanley, Mewhinney & Strauss
704
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.4M -$402K -9,799 -6%
KCM
705
Kempner Capital Management
Texas
$6.36M -$2.11M -51,355 -25%
LM
706
Lincluden Management
Ontario, Canada
$6.32M -$730K -17,817 -10%
TWMP
707
Taylor Wealth Management Partners
Massachusetts
$6.31M +$64.7K +1,578 +1%
HCM
708
Hollencrest Capital Management
California
$6.29M +$46.9K +1,145 +0.8%
BAAM
709
Baker Avenue Asset Management
California
$6.28M +$239K +5,819 +4%
BAIA
710
Bel Air Investment Advisors
California
$6.26M +$2.2M +53,569 +54%
CFIA
711
Cantor Fitzgerald Investment Advisors
New York
$6.24M +$6.21M +151,436 New
PFS
712
Prospera Financial Services
Texas
$6.24M +$238K +5,797 +4%
PTC
713
Private Trust Company
Ohio
$6.2M +$103K +2,515 +2%
WPP
714
Whalerock Point Partners
Rhode Island
$6.19M +$24.7K +603 +0.4%
OCM
715
Oakwood Capital Management
California
$6.19M -$44.9K -1,095 -0.7%
EIP
716
Easterly Investment Partners
Massachusetts
$6.18M -$451K -10,996 -7%
DA
717
DCF Advisers
Connecticut
$6.18M
BCI
718
Brinker Capital Investments
Pennsylvania
$6.18M +$207K +5,054 +3%
AF
719
Arrow Financial
New York
$6.16M -$537K -13,106 -8%
FHB
720
First Hawaiian Bank
Hawaii
$6.13M -$831K -20,274 -12%
Carson Wealth (CWM LLC)
721
Carson Wealth (CWM LLC)
Nebraska
$6.12M
SCM
722
Shelton Capital Management
Colorado
$6.11M -$2.1M -51,200 -26%
GIM
723
Guardian Investment Management
California
$6.08M -$5.76M -140,550 -91%
CBB
724
Citizens Business Bank
California
$6.06M -$59.4K -1,450 -1%
ZIG
725
Zuckerman Investment Group
Illinois
$6.05M -$337K -8,230 -5%