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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1076
Strategy Asset Managers
California
$411K +$269K +19,125 +161%
OCM
1077
Orleans Capital Management
Louisiana
$410K +$3.51K +250 +0.8%
FIB
1078
First Interstate Bank
Montana
$406K
KBG
1079
Kahn Brothers Group
New York
$405K -$119K -8,442 -22%
AF
1080
Allworth Financial
California
$403K -$86.5K -6,155 -17%
LIM
1081
Leavell Investment Management
Alabama
$403K -$3.51K -250 -0.8%
SOAMC
1082
Spirit of America Management Corp
New York
$402K -$180K -12,800 -30%
TCOV
1083
Trust Company of Vermont
Vermont
$401K -$10.2K -725 -2%
LCP
1084
Legacy Capital Partners
Wisconsin
$394K +$417K +29,680 New
DI
1085
Diligent Investors
California
$393K +$105K +7,473 +34%
BBP
1086
Banco BTG Pactual
Brazil
$392K -$142K -10,075 -25%
HWA
1087
Heritage Wealth Advisors
Virginia
$388K +$47.7K +3,394 +13%
GG
1088
Gofen & Glossberg
Illinois
$387K -$10.4K -742 -2%
AWP
1089
Ascent Wealth Partners
New York
$387K +$1.12K +80 +0.3%
WIS
1090
Wright Investors Service
Connecticut
$385K
S
1091
SignatureFD
Georgia
$382K +$79K +5,624 +24%
TDC
1092
Thompson Davis & Co
Virginia
$379K +$24.2K +1,725 +6%
LWCA
1093
Locust Wood Capital Advisers
New York
$378K +$400K +28,450 New
Lido Advisors
1094
Lido Advisors
California
$378K +$401K +28,518 New
SAM
1095
Sawgrass Asset Management
Florida
$376K +$11.9K +850 +3%
MBA
1096
McQueen Ball & Associates
Pennsylvania
$375K
MWM
1097
Modera Wealth Management
New Jersey
$375K +$14 +1 +0%
CIP
1098
Convergence Investment Partners
Florida
$374K -$7.52M -535,085 -95%
UR
1099
USCA RIA
Texas
$374K +$13.2K +940 +3%
CBA
1100
Coastal Bridge Advisors
Connecticut
$374K +$54.1K +3,851 +16%