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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Hudson Capital Management
New Jersey
$2.25M +$89.5K +2,999 +4%
Lido Advisors
1002
Lido Advisors
California
$2.25M +$326K +10,926 +16%
PAPAIJV
1003
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.25M +$2.39M +80,000 New
CWM
1004
Concentric Wealth Management
California
$2.25M +$104K +3,490 +5%
AC
1005
Arjuna Capital
North Carolina
$2.25M -$26.6K -890 -1%
CPA
1006
Capital Planning Advisors
California
$2.24M -$420K -14,086 -15%
BFC
1007
Blue Fin Capital
Rhode Island
$2.24M -$91K -3,049 -4%
SFP
1008
Shepherd Financial Partners
Massachusetts
$2.22M -$27.5K -922 -1%
BCM
1009
Birmingham Capital Management
Alabama
$2.22M -$59.7K -2,000 -2%
AF
1010
Advisornet Financial
Minnesota
$2.21M -$858K -28,756 -27%
NIP
1011
Nicholas Investment Partners
California
$2.21M -$2.12M -70,990 -47%
PFS
1012
Prospera Financial Services
Texas
$2.21M -$78.3K -2,623 -3%
MCTIC
1013
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.2M +$44.3K +1,485 +2%
KIG
1014
Kessler Investment Group
Indiana
$2.2M -$2.36K -79 -0.1%
AMIM
1015
Aull & Monroe Investment Management
Alabama
$2.19M +$125K +4,184 +6%
PI
1016
PHH Investments
Texas
$2.18M -$20.4K -683 -0.9%
CPC
1017
Congress Park Capital
New York
$2.18M -$134K -4,499 -5%
HCA
1018
Harbour Capital Advisors
Virginia
$2.18M +$114K +3,806 +5%
GP
1019
Geneva Partners
Wisconsin
$2.18M -$21.6K -725 -0.9%
CTA
1020
Carillon Tower Advisers
Florida
$2.17M +$2.3M +77,000 New
CIM
1021
CIM Investment Management
Pennsylvania
$2.15M -$56.2K -1,885 -2%
AWM
1022
AE Wealth Management
Kansas
$2.15M +$126K +4,218 +6%
HPCM
1023
High Pointe Capital Management
Illinois
$2.14M -$7.16K -240 -0.3%
HB
1024
Homrich & Berg
Georgia
$2.14M +$1.29M +43,302 +133%
DRS
1025
Deane Retirement Strategies
Louisiana
$2.13M +$44.5K +1,491 +2%