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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1251
Hayden Royal
North Carolina
$1M +$1.1M +40,573 New
CG
1252
Caprock Group
Idaho
$998K -$67.3K -2,481 -6%
HFM
1253
Hartford Financial Management
Connecticut
$990K +$402K +14,835 +59%
BOC
1254
Barbara Oil Co
Illinois
$986K
VF
1255
Vilas Fund
Illinois
$986K +$1.09M +40,000 New
LGWM
1256
Litman Gregory Wealth Management
California
$981K +$74.4K +2,744 +7%
LSA
1257
L & S Advisors
California
$974K -$8.22M -303,070 -88%
BC
1258
Burleson & Co
California
$974K -$5.13K -189 -0.6%
WA
1259
WealthTrust Axiom
Pennsylvania
$970K +$407K +14,987 +61%
SFSG
1260
Stearns Financial Services Group
North Carolina
$967K -$172K -6,334 -14%
Assenagon Asset Management
1261
Assenagon Asset Management
Luxembourg
$964K +$1.06M +39,110 New
FFA
1262
First Foundation Advisors
California
$963K -$166K -6,136 -14%
CAM
1263
Covenant Asset Management
New Jersey
$960K
FNFDCM
1264
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$952K +$5.43K +200 +0.5%
MCM
1265
Manchester Capital Management
Vermont
$947K +$7.87K +290 +0.9%
UWPG
1266
Ullmann Wealth Partners Group
Florida
$942K
MMG
1267
Monetary Management Group
Missouri
$940K -$77.3K -2,850 -7%
OPTFSNA
1268
Old Point Trust & Financial Services N A
Virginia
$938K
CL
1269
Choreo LLC
Illinois
$933K -$4.37K -161 -0.4%
AL
1270
Aspiriant LLC
California
$931K +$144K +5,326 +16%
DHFB
1271
Dixon Hubard Feinour & Brown
Virginia
$929K +$107K +3,933 +12%
DI
1272
Diligent Investors
California
$928K +$190K +7,014 +23%
SP
1273
Symmetry Partners
Connecticut
$928K +$1.02M +37,663 New
MMPW
1274
Mitchell McLeod Pugh & Williams
Alabama
$927K +$99.3K +3,660 +11%
BPWA
1275
Beacon Pointe Wealth Advisors
California
$923K +$1.01M +37,368 New