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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HA
1151
Halsey Associates
Connecticut
$318K -$16.5K -1,000 -5%
LIA
1152
LBMC Investment Advisors
Tennessee
$318K +$890 +54 +0.3%
BBPWM
1153
Blue Bell Private Wealth Management
Pennsylvania
$315K +$131K +7,923 +75%
DWT
1154
Dorsey & Whitney Trust
South Dakota
$314K +$303K +18,404 New
ZB
1155
Zions Bancorporation
Utah
$313K +$156K +9,441 +105%
ZIC
1156
ZWJ Investment Counsel
Georgia
$311K -$93.3K -5,663 -24%
JWA
1157
JFS Wealth Advisors
Pennsylvania
$311K -$93.2K -5,653 -24%
PHAM
1158
Palisades Hudson Asset Management
Florida
$311K -$70.8K -4,294 -19%
Pacer Advisors
1159
Pacer Advisors
Pennsylvania
$310K
SSWM
1160
Sheets Smith Wealth Management
North Carolina
$310K +$14.6K +884 +5%
FC
1161
FCA Corp
Texas
$309K +$299K +18,167 New
PRC
1162
Platte River Capital
Colorado
$307K
AWP
1163
Ascent Wealth Partners
New York
$306K +$1.98K +120 +0.7%
RVPG
1164
Relative Value Partners Group
$306K +$297K +18,000 New
SFM
1165
Signet Financial Management
New Jersey
$303K -$111K -6,750 -27%
JC
1166
Jacobs & Co
California
$303K -$44.5K -2,700 -13%
BFM
1167
Boothbay Fund Management
New York
$300K +$8.24K +500 +3%
PFA
1168
Pure Financial Advisors
California
$298K +$18K +1,091 +7%
FBNAT
1169
FirstMerit Bank N.A. Trustee
Ohio
$297K -$36.4K -2,211 -11%
AHC
1170
Adell Harriman & Carpenter
Texas
$296K +$6.59K +400 +2%
I2I
1171
Insight 2811 Inc
Illinois
$293K +$2.55K +155 +0.9%
HAG
1172
HighPoint Advisor Group
Illinois
$292K -$48.6K -2,948 -15%
LPT
1173
Legacy Private Trust
Wisconsin
$292K -$8.4K -510 -3%
BCM
1174
Becker Capital Management
Oregon
$291K -$12.4K -755 -4%
WCM
1175
Weik Capital Management
Pennsylvania
$290K +$41.2K +2,500 +17%