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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AL
1326
Aspiriant LLC
California
$917K -$22.3K -747 -2%
AIM
1327
Aspen Investment Management
Michigan
$915K +$28.3K +950 +3%
WC
1328
Whitney & Co
New York
$912K -$133K -4,450 -12%
CAM
1329
Covenant Asset Management
New Jersey
$910K +$59.7K +2,000 +7%
HWA
1330
Heritage Wealth Advisors
Virginia
$909K -$16.6K -555 -2%
OPCM
1331
Osborne Partners Capital Management
California
$901K +$69.8K +2,339 +8%
MMHP
1332
Murphy Middleton Hinkle & Parker
Georgia
$900K +$90 +3 +0%
MHIC
1333
Marble Harbor Investment Counsel
Massachusetts
$898K -$92.5K -3,100 -9%
BFM
1334
Boothbay Fund Management
New York
$896K -$662K -22,176 -41%
LOAMS
1335
Lombard Odier Asset Management (Switzerland)
Switzerland
$892K -$739K -24,755 -44%
NCM
1336
Novare Capital Management
North Carolina
$890K -$31.2K -1,045 -3%
FI
1337
FormulaFolio Investments
Michigan
$888K +$22.9K +769 +3%
DI
1338
Diligent Investors
California
$878K +$24.5K +822 +3%
OIA
1339
Optimum Investment Advisors
Illinois
$877K +$37.7K +1,265 +4%
DSI
1340
Daiwa SB Investments
Japan
$876K +$20.9K +700 +2%
PG
1341
Pendal Group
Australia
$876K -$376K -12,595 -29%
BFA
1342
Bragg Financial Advisors
North Carolina
$875K +$17.4K +584 +2%
SHA
1343
Seneca House Advisors
Virginia
$873K +$18.3K +615 +2%
FIB
1344
First Interstate Bank
Montana
$871K -$35.2K -1,179 -4%
AFNAS
1345
American Financial Network Advisory Services
California
$867K -$209 -7 -5%
PFM
1346
Parsec Financial Management
North Carolina
$865K +$7.91K +265 +0.9%
WIM
1347
Westside Investment Management
California
$862K +$171K +5,747 +24%
YWP
1348
YorkBridge Wealth Partners
New York
$862K +$39.4K +1,322 +5%
BIA
1349
Barry Investment Advisors
Massachusetts
$861K +$146K +4,900 +19%
PCM
1350
Palisade Capital Management
New Jersey
$853K -$59.7K -2,000 -6%