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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
1026
Charter Research & Investment Group
Connecticut
$2.12M +$2.25M +75,295 New
MSFP
1027
Mark Sheptoff Financial Planning
Connecticut
$2.12M +$1.2M +40,054 +114%
AWM
1028
Altavista Wealth Management
North Carolina
$2.12M +$138K +4,634 +7%
CSIC
1029
Clifford Swan Investment Counsel
California
$2.11M -$14.9K -499 -0.7%
PCM
1030
Pentwater Capital Management
Florida
$2.11M
HWA
1031
HCR Wealth Advisors
California
$2.11M +$3.73K +125 +0.2%
SRC
1032
Shufro Rose & Co
New York
$2.1M -$23.2K -779 -1%
YIA
1033
YHB Investment Advisors
Connecticut
$2.1M -$859K -28,795 -28%
BS
1034
Boenning & Scattergood
Pennsylvania
$2.09M +$2.21M +74,018 New
PBT
1035
Pictet Bank & Trust
Bahamas
$2.08M +$189K +6,350 +9%
VF
1036
Virtu Financial
New York
$2.08M +$2.2M +73,898 New
TNB
1037
Thomasville National Bank
Georgia
$2.08M +$16.7K +559 +0.8%
PFM
1038
Probabilities Fund Management
New York
$2.08M +$298K +10,000 +16%
CIAS
1039
Capital Investment Advisory Services
North Carolina
$2.07M -$9.13K -306 -0.4%
BHB
1040
Bank Hapoalim BM
Israel
$2.07M +$128K +4,288 +6%
FCH
1041
Freestone Capital Holdings
Washington
$2.06M +$28.3K +950 +1%
DS
1042
Dudley & Shanley
Florida
$2.06M +$298K +10,000 +16%
RMAM
1043
Raab & Moskowitz Asset Management
New Jersey
$2.06M +$10.7K +358 +0.5%
WAM
1044
Wealthspire Advisors (Maryland)
Maryland
$2.06M +$86.2K +2,889 +4%
DTL
1045
Dynamic Technology Lab
Singapore
$2.06M +$951K +31,878 +78%
MAM
1046
Martingale Asset Management
Massachusetts
$2.05M +$1.77M +59,444 +450%
WCM
1047
Washington Capital Management
Washington
$2.04M -$2.06M -68,910 -49%
FEG
1048
Fund Evaluation Group
Ohio
$2.02M
OC
1049
Oarsman Capital
Wisconsin
$2.02M +$75.8K +2,540 +4%
NL
1050
NWAM LLC
Washington
$2.01M +$234K +7,836 +12%