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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1226
Douglass Winthrop Advisors
New York
$244K +$233K +13,622 New
PFA
1227
Pure Financial Advisors
California
$243K +$49K +2,865 +27%
LFA
1228
Landmark Financial Advisors
Kentucky
$243K +$225K +13,146 New
CCM
1229
Cutler Capital Management
Massachusetts
$241K -$25.7K -1,500 -10%
WA
1230
WBH Advisory
Maryland
$240K +$2.38K +139 +1%
AWM
1231
Altavista Wealth Management
North Carolina
$240K +$230K +13,424 New
EWA
1232
EP Wealth Advisors
California
$239K -$127K -7,399 -36%
RAM
1233
Riggs Asset Management
Pennsylvania
$238K -$1.71K -100 -0.7%
BT
1234
Brandywine Trust
Delaware
$238K
VFP
1235
Verus Financial Partners
Virginia
$237K +$205 +12 +0.1%
TFO
1236
Tarbox Family Office
California
$236K +$257 +15 +0.1%
LCM
1237
LVM Capital Management
Michigan
$235K
HCM
1238
Hall Capital Management
Rhode Island
$233K +$223K +13,055 New
BFPW
1239
BOK Financial Private Wealth
Colorado
$232K
GP
1240
Girard Partners
Pennsylvania
$232K +$12.2K +713 +6%
Envestnet Asset Management
1241
Envestnet Asset Management
Illinois
$231K -$222K -13,001 -50%
DWT
1242
Dorsey & Whitney Trust
South Dakota
$231K
CCT
1243
Capital City Trust
Florida
$229K
CAG
1244
Crestwood Advisors Group
Massachusetts
$229K +$219K +12,799 New
SCM
1245
Summit Capital Management
Washington
$228K -$68.5K -4,000 -24%
SYBT
1246
Stock Yards Bank & Trust
Kentucky
$227K +$4.54K +265 +2%
KT
1247
Kanaly Trust
Texas
$226K +$73.5K +4,293 +52%
SGA
1248
Strategic Global Advisors
California
$226K +$216K +12,640 New
CG
1249
Colony Group
Massachusetts
$225K -$7.58K -443 -3%
SAM
1250
Strategy Asset Managers
California
$224K -$6.16K -360 -3%