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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EM
1251
Excalibur Management
Massachusetts
$217K +$18.2K +1,107 +10%
LNC
1252
Lincoln National Corp
Pennsylvania
$216K -$24K -1,458 -11%
HSA
1253
HBK Sorce Advisory
Pennsylvania
$215K +$66 +4 +0%
Koshinski Asset Management
1254
Koshinski Asset Management
Illinois
$214K +$3.31K +201 +2%
CG
1255
Colony Group
Massachusetts
$211K
LFA
1256
Landmark Financial Advisors
Kentucky
$211K +$297 +18 +0.1%
CCM
1257
Check Capital Management
California
$209K +$16 +1 +0%
BIM
1258
Bridgecreek Investment Management
Oklahoma
$208K
IIM
1259
Ipswich Investment Management
Massachusetts
$208K +$16.5K +1,000 +9%
BEAM
1260
Baker Ellis Asset Management
Washington
$206K
GAM
1261
Gemmer Asset Management
California
$206K +$808 +49 +0.4%
AB
1262
Atlas Brown
Kentucky
$205K +$44.8K +2,718 +31%
IIM
1263
Ironwood Investment Management
Massachusetts
$203K -$577 -35 -0.3%
HR
1264
Howe & Rusling
New York
$203K +$145K +8,812 +284%
PFM
1265
Parsec Financial Management
North Carolina
$202K +$196K +11,879 New
FC
1266
Forte Capital
New York
$201K
HI
1267
Horizon Investments
North Carolina
$199K -$12.6K -765 -6%
WPW
1268
Waldron Private Wealth
Pennsylvania
$198K +$192K +11,666 New
ST
1269
Sentinel Trust
Texas
$196K -$41K -2,487 -18%
DAM
1270
Delta Asset Management
Tennessee
$196K -$1.07K -65 -0.6%
TAM
1271
Timucuan Asset Management
Florida
$196K
HAIM
1272
Hunter Associates Investment Management
Pennsylvania
$195K
DJSG
1273
D.J. St. Germain
Massachusetts
$195K +$3.46K +210 +2%
SFS
1274
Summit Financial Strategies
Ohio
$194K -$17.3K -1,050 -8%
FCH
1275
Freestone Capital Holdings
Washington
$194K