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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Empirical Wealth Management
Washington
$705K +$124K +6,447 +25%
GD
1202
Grandfield & Dodd
New York
$699K +$610K +31,647 New
CGL
1203
Clarius Group LLC
Washington
$698K -$183K -9,500 -23%
SWA
1204
Sutton Wealth Advisors
Florida
$698K +$655 +34 +0.1%
HWA
1205
Heritage Wealth Advisors
Virginia
$695K +$23.2K +1,202 +4%
BAS
1206
Brown Advisory Securities
Maryland
$695K +$158K +8,226 +35%
OPCM
1207
Osborne Partners Capital Management
California
$693K -$46.5K -2,416 -7%
NCIM
1208
New Century Investment Management
Michigan
$693K +$604K +31,370 New
MFW
1209
Mosaic Family Wealth
Missouri
$687K +$257K +13,334 +75%
VFA
1210
Voya Financial Advisors
Connecticut
$684K -$48.7K -2,528 -8%
KJHP
1211
K.J. Harrison & Partners
Ontario, Canada
$681K -$1.86M -96,435 -76%
CIC
1212
Carnegie Investment Counsel
Ohio
$681K -$85.9K -4,461 -13%
CCFCSB
1213
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$22.1K -1,150 -4%
NB
1214
NBT Bank
New York
$678K -$83.8K -4,350 -12%
OCM
1215
Orleans Capital Management
Louisiana
$677K -$4.82K -250 -0.8%
CS
1216
Credential Securities
$675K +$587K +30,492 New
LAM
1217
Lebenthal Asset Management
New York
$673K -$78K -4,050 -12%
FIB
1218
First Interstate Bank
Montana
$672K -$26.3K -1,363 -4%
AC
1219
Addison Capital
Pennsylvania
$668K -$32.5K -1,687 -5%
GAG
1220
GM Advisory Group
New York
$663K
FWCM
1221
Ferguson Wellman Capital Management
Oregon
$660K +$170K +8,846 +42%
OIA
1222
Optimum Investment Advisors
Illinois
$659K +$7.7K +400 +1%
Nuveen Fund Advisors
1223
Nuveen Fund Advisors
Illinois
$658K -$535K -27,778 -48%
GCA
1224
Gideon Capital Advisors
New York
$653K +$568K +29,513 New
AWP
1225
Ascent Wealth Partners
New York
$651K +$5.47K +284 +1%