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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
1151
New England Private Wealth Advisors
Massachusetts
$250K -$289K -18,126 -55%
SWM
1152
SVA Wealth Management
Wisconsin
$250K +$67.5K +4,241 +41%
FDS
1153
First Dallas Securities
Texas
$249K -$1.86K -117 -0.8%
BWA
1154
Brave Warrior Advisors
New York
$248K
CEP
1155
Chicago Equity Partners
Illinois
$245K +$31K +1,950 +16%
ESBC
1156
E.S. Barr & Co
Kentucky
$243K
ST
1157
Sentinel Trust
Texas
$242K
RPGK
1158
Retirement Planning Group (Kansas)
Kansas
$241K -$796 -50 -0.4%
LC
1159
Loews Corp
New York
$240K
LPT
1160
Legacy Private Trust
Wisconsin
$239K +$10K +630 +5%
PPSG
1161
Princeton Portfolio Strategies Group
New Jersey
$238K -$19.9K -1,252 -8%
BBNB
1162
Baker Boyer National Bank
Washington
$238K
GJIC
1163
Gamble Jones Investment Counsel
California
$237K +$271 +17 +0.1%
EAM
1164
Evanson Asset Management
California
$234K -$19.4K -1,220 -8%
HSA
1165
HBK Sorce Advisory
Pennsylvania
$234K +$32.9K +2,066 +18%
PAG
1166
Pinnacle Advisory Group
Maryland
$233K +$18.8K +1,180 +9%
B
1167
Bailard
California
$231K +$52.8K +3,316 +32%
CIC
1168
Carnegie Investment Counsel
Ohio
$230K +$214K +13,465 New
ACA
1169
Anchor Capital Advisors
Massachusetts
$228K -$2.29M -144,137 -92%
Verition Fund Management
1170
Verition Fund Management
Connecticut
$228K -$553K -34,731 -72%
RAM
1171
Riggs Asset Management
Pennsylvania
$228K -$1.59K -100 -0.7%
BT
1172
Brandywine Trust
Delaware
$227K
SGCA
1173
Steel Grove Capital Advisors
Tennessee
$226K
VFP
1174
Verus Financial Partners
Virginia
$226K +$223 +14 +0.1%
WA
1175
WBH Advisory
Maryland
$226K +$22.3K +1,401 +12%