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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1251
Exencial Wealth Advisors
Oklahoma
$1.35M -$830K -30,954 -41%
BC
1252
Burney Company
Virginia
$1.35M -$178K -6,641 -13%
WC
1253
Weil Company
California
$1.35M +$19.7K +736 +2%
IC
1254
Intersect Capital
California
$1.35M +$123K +4,575 +11%
RHP
1255
Royal Harbor Partners
Texas
$1.34M +$1.19M +44,217 New
ODCM
1256
Old Dominion Capital Management
Virginia
$1.34M -$91.1K -3,399 -7%
BOM
1257
Bank of Marin
California
$1.33M
WPC
1258
White Pine Capital
Minnesota
$1.33M -$23.2K -864 -2%
PWMAG
1259
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33M -$9.78K -365 -0.8%
MC
1260
Maverick Capital
Texas
$1.33M +$107K +3,989 +10%
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M +$32.5K +1,214 +3%
CAI
1262
Capital Advisors Inc
Oklahoma
$1.32M -$314K -11,718 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
1263
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.32M +$1.17M +43,540 New
GRP
1264
Global Retirement Partners
California
$1.31M -$3.44M -128,455 -75%
MWM
1265
Meridian Wealth Management
Kentucky
$1.31M -$35.2K -1,315 -3%
BCA
1266
Berman Capital Advisors
Georgia
$1.31M -$18K -670 -2%
RWA
1267
Ropes Wealth Advisors
Massachusetts
$1.31M +$138K +5,145 +14%
CICI
1268
Capital Investment Counsel Inc
North Carolina
$1.3M +$251K +9,367 +28%
BDF
1269
Balasa Dinverno & Foltz
$1.3M +$167K +6,233 +17%
CAG
1270
Csenge Advisory Group
Florida
$1.3M +$134K +5,009 +13%
FCA
1271
FLC Capital Advisors
California
$1.29M +$268 +10 +0%
NFG
1272
NewFocus Financial Group
Washington
$1.29M +$150K +5,612 +15%
KFA
1273
Kelleher Financial Advisors
New York
$1.29M -$70.8K -2,642 -6%
AA
1274
Argent Advisors
Louisiana
$1.28M +$42.8K +1,598 +4%
FNBTCON
1275
First National Bank & Trust Co of Newtown
Pennsylvania
$1.28M -$16.9K -632 -1%