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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SP
901
Symmetry Partners
Connecticut
$4.35M +$1.07M +23,537 +32%
LCS
902
Levin Capital Strategies
New York
$4.33M -$96.7K -2,122 -2%
AMI
903
Amica Mutual Insurance
Rhode Island
$4.32M +$4.43M +97,166 New
CWM
904
Concentric Wealth Management
California
$4.3M -$54.7K -1,200 -1%
AT
905
Arden Trust
Delaware
$4.29M -$1.55K -34 -0%
KCM
906
Kornitzer Capital Management
Kansas
$4.28M -$24.4K -535 -0.6%
PL
907
Plancorp LLC
Missouri
$4.27M +$77.7K +1,705 +2%
CIC
908
Carnegie Investment Counsel
Ohio
$4.27M +$406K +8,903 +10%
ACM
909
Advisors Capital Management
New Jersey
$4.27M +$58.7K +1,288 +1%
PAM
910
Pegasus Asset Management
New York
$4.27M +$87.8K +1,928 +2%
PB
911
Pinnacle Bancorp
Nebraska
$4.27M +$1.73M +37,937 +65%
ACM
912
Ayrshire Capital Management
Connecticut
$4.27M -$5.38K -118 -0.1%
GSC
913
G&S Capital
Colorado
$4.25M -$252K -5,535 -5%
AWM
914
Altium Wealth Management
New York
$4.25M +$409K +8,987 +10%
FFM
915
Forum Financial Management
Illinois
$4.24M +$4.34M +95,232 New
SS
916
Simplicity Solutions
Minnesota
$4.23M +$2.39M +52,470 +123%
IFWM
917
Institute for Wealth Management
Colorado
$4.19M -$22.7K -498 -0.5%
GG
918
Gleason Group
Kentucky
$4.19M +$3.69K +81 +0.1%
PVH
919
Psagot Value Holdings
Israel
$4.18M -$763K -16,745 -15%
GSEP
920
Golden State Equity Partners
California
$4.17M -$16.7K -367 -0.4%
ECM
921
Elgethun Capital Management
South Dakota
$4.17M -$35.6K -781 -0.9%
GW
922
GW & Wade
Massachusetts
$4.16M +$34.4K +755 +0.8%
VI
923
Vestcor Inc
New Brunswick, Canada
$4.16M -$920K -20,194 -18%
FAP
924
Financial Advisory Partners
Florida
$4.16M +$4.26M +93,437 New
CT
925
Caldwell Trust
Florida
$4.14M +$195K +4,286 +5%