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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NA
1276
Nottingham Advisors
New York
$204K
LOCC
1277
Lombard Odier & Cie (Canada)
Quebec, Canada
$203K
LFA
1278
Landmark Financial Advisors
Kentucky
$203K +$34.6K +2,566 +21%
WA
1279
Wealth Architects
California
$202K -$94 -7 -0%
NFG
1280
Nations Financial Group
Iowa
$200K +$13 +1 +0%
PFM
1281
Parsec Financial Management
North Carolina
$199K +$29.1K +2,159 +17%
SWM
1282
SVA Wealth Management
Wisconsin
$198K -$13.5K -1,001 -6%
AIA
1283
Arbor Investment Advisors
North Carolina
$198K +$94 +7 +0%
DDPIC
1284
Deroy & Devereaux Private Investment Counsel
Michigan
$196K -$13.5K -1,000 -6%
BWA
1285
Brave Warrior Advisors
New York
$196K
SIG
1286
Sky Investment Group
Connecticut
$196K
SHWM
1287
Smith & Howard Wealth Management
Georgia
$196K +$57K +4,224 +41%
PFS
1288
Physicians Financial Services
North Carolina
$194K
FPFS
1289
First Personal Financial Services
North Carolina
$193K +$40.5K +3,000 +27%
BAM
1290
Brave Asset Management
New Jersey
$191K +$113K +8,375 +146%
Diamond Hill Capital Management
1291
Diamond Hill Capital Management
Ohio
$190K -$15.9K -1,175 -8%
GWS
1292
Glassman Wealth Services
Virginia
$190K +$14.8K +1,100 +8%
BFO
1293
Boston Family Office
Massachusetts
$189K +$189K +14,000 New
LCM
1294
Lucas Capital Management
New Jersey
$187K -$67.5K -5,000 -27%
AWM
1295
AllSquare Wealth Management
New York
$187K +$12.8K +950 +7%
BOH
1296
Bank of Hawaii
Hawaii
$186K -$148K -10,952 -44%
IIM
1297
Ipswich Investment Management
Massachusetts
$185K
UF
1298
Univest Financial
Pennsylvania
$184K -$22K -1,627 -11%
CW
1299
Cobiz Wealth
Colorado
$184K
FBNAT
1300
FirstMerit Bank N.A. Trustee
Ohio
$183K -$24.9K -1,845 -12%