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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
1326
CWA Asset Management Group
Florida
$945K +$129K +4,486 +16%
DI
1327
DFPG Investments
Utah
$936K +$174K +6,043 +23%
AIP
1328
Almanack Investment Partners
Pennsylvania
$936K +$7.07K +245 +0.8%
YIA
1329
YHB Investment Advisors
Connecticut
$935K +$1.53K +53 +0.2%
TL
1330
TrueWealth LLC
Georgia
$933K -$37K -1,282 -4%
BAC
1331
Boys Arnold & Co
North Carolina
$931K -$106K -3,662 -10%
BWM
1332
Bernicke Wealth Management
Wisconsin
$930K +$120K +4,170 +15%
RCAG
1333
Rehmann Capital Advisory Group
Michigan
$925K -$6.32K -219 -0.7%
CSA
1334
Cottage Street Advisors
Massachusetts
$920K
GG
1335
Gofen & Glossberg
Illinois
$920K +$19K +659 +2%
NNP
1336
Nachman Norwood & Parrott
South Carolina
$919K +$28.1K +975 +3%
SAM
1337
Strategy Asset Managers
California
$919K +$86.5K +3,000 +10%
WWM
1338
Willingdon Wealth Management
North Carolina
$919K +$142K +4,915 +18%
HA
1339
Hamel Associates
New Jersey
$914K +$72.1K +2,500 +9%
CG
1340
Cynosure Group
Utah
$913K +$908K +31,496 New
GCA
1341
Genesee Capital Advisors
New York
$908K +$903K +31,319 New
CWM
1342
Circle Wealth Management
New Jersey
$907K +$258K +8,959 +40%
BTW
1343
Boston Trust Walden
Massachusetts
$905K +$5.11K +177 +0.6%
OIA
1344
Optimum Investment Advisors
Illinois
$903K -$8.8K -305 -1%
HH
1345
Hilltop Holdings
Texas
$901K -$5.05K -175 -0.6%
SHA
1346
Seneca House Advisors
Virginia
$900K -$87.2K -3,024 -9%
EM
1347
Excalibur Management
Massachusetts
$898K +$865 +30 +0.1%
ESB
1348
Essex Savings Bank
Connecticut
$896K +$17.4K +604 +5%
LF
1349
Lantz Financial
Illinois
$895K -$88.5K -3,068 -9%
BFA
1350
Beaumont Financial Advisors
Massachusetts
$894K +$108K +3,745 +14%