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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1301
Orinda Asset Management
California
$184K +$4.71K +275 +3%
TWA
1302
TCI Wealth Advisors
Arizona
$184K +$23.8K +1,388 +16%
CM
1303
Cornerstone Management
Georgia
$183K +$175K +10,239 New
NIS
1304
National Investment Services
Wisconsin
$183K -$3.76M -219,528 -96%
RT
1305
Reliance Trust
Georgia
$183K -$10.3K -600 -6%
PRS
1306
Pinkerton Retirement Specialists
Idaho
$183K +$52.9K +3,092 New
CCM
1307
Coldstream Capital Management
Washington
$182K -$231K -13,515 -57%
MWM
1308
Modera Wealth Management
New Jersey
$182K -$9.14K -534 -5%
PCM
1309
Palisade Capital Management
New Jersey
$181K -$3.42K -200 -2%
JFA
1310
JNBA Financial Advisors
Minnesota
$181K +$10.6K +617 +6%
CCMU
1311
Cheyne Capital Management (UK)
United Kingdom
$179K
SCM
1312
Silver Capital Management
New York
$179K
JIC
1313
Joel Isaacson & Co
New York
$179K +$2.43K +142 +1%
SRAM
1314
Stone Ridge Asset Management
New York
$179K +$171K +10,000 New
HHMI
1315
Howard Hughes Medical Institute
Maryland
$176K +$168K +9,826 New
Simplex Trading
1316
Simplex Trading
Illinois
$170K +$163K +9,500 New
RFS
1317
Rockefeller Financial Services
New York
$163K
WG
1318
Welch Group
Alabama
$157K -$34.2K -2,000 -19%
NC
1319
NewSquare Capital
Pennsylvania
$156K
AWM
1320
AllSquare Wealth Management
New York
$155K +$148K +8,640 New
FNBSF
1321
First National Bank Sioux Falls
South Dakota
$154K +$5.13K +300 +4%
AP
1322
Atwood & Palmer
Missouri
$153K -$65K -3,800 -31%
KTC
1323
Kistler-Tiffany Companies
Pennsylvania
$151K -$19.3K -1,126 -12%
RP
1324
Rowlandmiller & Partners
Georgia
$148K +$142K +8,285 New
AB
1325
Atlas Brown
Kentucky
$146K +$23.7K +1,387 +20%