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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1351
Plante Moran Financial Advisors
Michigan
$205K -$6.24K -369 -3%
FC
1352
Forte Capital
New York
$205K +$5.58K +330 +3%
NA
1353
Nottingham Advisors
New York
$204K +$8.34K +493 +4%
FWM
1354
FFT Wealth Management
Pennsylvania
$202K +$203K +12,000 New
KTC
1355
Kistler-Tiffany Companies
Pennsylvania
$201K +$12.7K +751 +7%
IIM
1356
Ironwood Investment Management
Massachusetts
$200K
SLT
1357
St Louis Trust
Missouri
$196K +$197K +11,664 New
AI
1358
Accredited Investors
Minnesota
$195K +$575 +34 +0.3%
TAM
1359
Timucuan Asset Management
Florida
$194K
HR
1360
Howe & Rusling
New York
$194K +$676 +40 +0.3%
HAIM
1361
Hunter Associates Investment Management
Pennsylvania
$192K
TTWM
1362
TCV Trust & Wealth Management
Virginia
$192K +$18.8K +1,112 +11%
BHWM
1363
Bar Harbor Wealth Management
New Hampshire
$191K +$192K +11,352 New
PG
1364
Proffitt & Goodson
Tennessee
$191K +$192K +11,375 New
FPFS
1365
First Personal Financial Services
North Carolina
$190K +$169K +10,022 +807%
JWBC
1366
J.W. Burns & Co
New York
$189K -$12.1K -714 -6%
ESBC
1367
E.S. Barr & Co
Kentucky
$189K
ZF
1368
Zhang Financial
Michigan
$188K +$457 +27 +0.2%
DAM
1369
Delta Asset Management
Tennessee
$187K -$7.78K -460 -4%
AWM
1370
Avior Wealth Management
Nebraska
$185K +$11.7K +692 +7%
CWA
1371
Cypress Wealth Advisors
California
$184K +$9.84K +582 +6%
HPBT
1372
High Point Bank & Trust
North Carolina
$183K
CA
1373
Capital Advantage
California
$183K +$184K +10,890 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1374
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$180K -$12.5M -737,100 -99%
PFA
1375
Pure Financial Advisors
California
$180K