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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1351
TradeLink Capital
Illinois
$146K +$155K +11,000 New
PFSC
1352
Peoples Financial Services Corp
Pennsylvania
$145K +$104K +7,400 +213%
WI
1353
Wintrust Investments
Illinois
$145K +$410K +29,219 New
TSW
1354
Thompson Siegel & Walmsley
Virginia
$144K -$21.1K -1,500 -12%
FC
1355
Forte Capital
New York
$144K – – –
PMFA
1356
Plante Moran Financial Advisors
Michigan
$143K -$9.31K -663 -6%
PFA
1357
Pure Financial Advisors
California
$142K -$116K -8,261 -44%
SJL
1358
Shayne & Jacobs LLC
Tennessee
$142K – – –
Carson Wealth (CWM LLC)
1359
Carson Wealth (CWM LLC)
Nebraska
$142K +$23.9K +1,704 +19%
JWBC
1360
J.W. Burns & Co
New York
$141K -$2.89K -206 -2%
HPWM
1361
Highland Private Wealth Management
Washington
$140K -$20.4K -1,450 -12%
CFA
1362
Capstone Financial Advisors
Illinois
$140K -$1.57K -112 -1%
CHAM
1363
Clear Harbor Asset Management
Connecticut
$139K – – –
SGCA
1364
Steel Grove Capital Advisors
Tennessee
$139K +$14 +1 +0%
WA
1365
Wealth Architects
California
$138K -$62.9K -4,481 -30%
CAW
1366
Cornerstone Advisors (Washington)
Washington
$138K +$239 +17 +0.2%
SYBT
1367
Stock Yards Bank & Trust
Kentucky
$138K +$146K +10,382 New
WAS
1368
WESPAC Advisors SoCal
California
$137K – – –
PFM
1369
Parsec Financial Management
North Carolina
$137K -$61.1K -4,347 -30%
DAM
1370
Delta Asset Management
Tennessee
$137K – – –
JIC
1371
Joel Isaacson & Co
New York
$137K +$10.3K +731 +8%
CM
1372
Cornerstone Management
Georgia
$136K – – –
MGIA
1373
Moneta Group Investment Advisors
Missouri
$136K – – –
PCM
1374
Palisade Capital Management
New Jersey
$134K – – –
CCMG
1375
Clark Capital Management Group
Pennsylvania
$133K -$154K -10,964 -52%