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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1276
Evanson Asset Management
California
$193K +$187K +11,345 New
EWA
1277
EP Wealth Advisors
California
$193K -$14K -850 -7%
CIC
1278
Crawford Investment Counsel
Georgia
$191K -$82.4K -4,998 -31%
ESBC
1279
E.S. Barr & Co
Kentucky
$191K
FNBOH
1280
First National Bank of Hutchinson
Kansas
$190K
DT
1281
Diversified Trust
Tennessee
$189K +$8.11K +492 +5%
ZF
1282
Zhang Financial
Michigan
$187K
HCM
1283
Hall Capital Management
Rhode Island
$186K -$18.1K -1,100 -9%
AWM
1284
AllSquare Wealth Management
New York
$186K +$38.1K +2,310 +27%
ACM
1285
Alta Capital Management
Utah
$183K +$1.65K +100 +0.9%
SJL
1286
Shayne & Jacobs LLC
Tennessee
$182K
HPBT
1287
High Point Bank & Trust
North Carolina
$182K +$52.7K +3,200 +43%
VHAM
1288
Van Hulzen Asset Management
California
$181K -$2.62M -159,226 -94%
VIP
1289
Vantage Investment Partners
Missouri
$180K
SAM
1290
Strategy Asset Managers
California
$179K -$29.7K -1,800 -15%
JIC
1291
Joel Isaacson & Co
New York
$179K +$5.88K +357 +4%
SWM
1292
Segment Wealth Management
Texas
$178K +$1.98K +120 +1%
PAM
1293
Peak Asset Management
Colorado
$178K +$172K +10,432 New
KCPG
1294
Kavar Capital Partners Group
Kansas
$177K -$824 -50 -0.5%
AWM
1295
Avior Wealth Management
Nebraska
$176K -$34.1K -2,071 -17%
TWA
1296
TCI Wealth Advisors
Arizona
$176K +$379 +23 +0.2%
UF
1297
Univest Financial
Pennsylvania
$174K -$3.43K -208 -2%
PP
1298
Paloma Partners
Connecticut
$173K +$167K +10,147 New
PCM
1299
Palisade Capital Management
New Jersey
$172K
WA
1300
Wealth Architects
California
$172K +$33 +2 +0%