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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
Weatherly Asset Management
California
$247K -$19.7K -1,325 -8%
BHWM
1127
Bar Harbor Wealth Management
New Hampshire
$247K
SHA
1128
Smith Hayes Advisers
Nebraska
$246K -$5.47K -369 -2%
ST
1129
Sentinel Trust
Texas
$243K -$8.63K -582 -4%
SJL
1130
Shayne & Jacobs LLC
Tennessee
$242K
JWBC
1131
J.W. Burns & Co
New York
$242K +$9.27K +625 +4%
Carson Wealth (CWM LLC)
1132
Carson Wealth (CWM LLC)
Nebraska
$242K +$155K +10,417 +204%
DAC
1133
Dividend Assets Capital
South Carolina
$239K
AHC
1134
Adell Harriman & Carpenter
Texas
$236K +$2.61K +176 +1%
WA
1135
Waverly Advisors
Alabama
$235K -$9.61K -648 -4%
PAMG
1136
Patton Albertson Miller Group
Tennessee
$234K +$5.12K +345 +2%
FCB
1137
First Citizens Bancorporation
South Carolina
$233K -$57.2K -3,853 -20%
CCT
1138
Capital City Trust
Florida
$232K
FM
1139
Family Management
New York
$232K +$221K +14,910 New
JIM
1140
Jupiter Investment Management
United Kingdom
$230K -$90.1K -6,075 -29%
KFA
1141
Kays Financial Advisory
Georgia
$230K +$219K +14,751 New
SCM
1142
Summit Capital Management
Washington
$229K +$218K +14,700 New
MIM
1143
Midwest Investment Management
Ohio
$228K +$29.7K +2,000 +16%
BWA
1144
Brave Warrior Advisors
New York
$226K +$216K +14,532 New
GP
1145
Girard Partners
Pennsylvania
$225K +$215K +14,469 New
FBNAT
1146
FirstMerit Bank N.A. Trustee
Ohio
$222K +$32.9K +2,220 +18%
TSW
1147
Thompson Siegel & Walmsley
Virginia
$221K -$27.4K -1,850 -12%
SGCA
1148
Steel Grove Capital Advisors
Tennessee
$221K -$26.7K -1,801 -11%
HF
1149
Hoxton Financial
West Virginia
$221K +$9.21K +621 +5%
PHAM
1150
Palisades Hudson Asset Management
Florida
$221K +$26.1K +1,762 +14%