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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1351
Peoples Financial Services Corp
Pennsylvania
$145K +$104K +7,400 +213%
WI
1352
Wintrust Investments
Illinois
$145K +$410K +29,219 New
TSW
1353
Thompson Siegel & Walmsley
Virginia
$144K -$21.1K -1,500 -12%
FC
1354
Forte Capital
New York
$144K
PMFA
1355
Plante Moran Financial Advisors
Michigan
$143K -$9.31K -663 -6%
PFA
1356
Pure Financial Advisors
California
$142K -$116K -8,261 -44%
SJL
1357
Shayne & Jacobs LLC
Tennessee
$142K
Carson Wealth (CWM LLC)
1358
Carson Wealth (CWM LLC)
Nebraska
$142K +$23.9K +1,704 +19%
JWBC
1359
J.W. Burns & Co
New York
$141K -$2.89K -206 -2%
HPWM
1360
Highland Private Wealth Management
Washington
$140K -$20.4K -1,450 -12%
CFA
1361
Capstone Financial Advisors
Illinois
$140K -$1.57K -112 -1%
CHAM
1362
Clear Harbor Asset Management
Connecticut
$139K
SGCA
1363
Steel Grove Capital Advisors
Tennessee
$139K +$14 +1 +0%
WA
1364
Wealth Architects
California
$138K -$62.9K -4,481 -30%
CAW
1365
Cornerstone Advisors (Washington)
Washington
$138K +$239 +17 +0.2%
SYBT
1366
Stock Yards Bank & Trust
Kentucky
$138K +$146K +10,382 New
WAS
1367
WESPAC Advisors SoCal
California
$137K
PFM
1368
Parsec Financial Management
North Carolina
$137K -$61.1K -4,347 -30%
DAM
1369
Delta Asset Management
Tennessee
$137K
JIC
1370
Joel Isaacson & Co
New York
$137K +$10.3K +731 +8%
CM
1371
Cornerstone Management
Georgia
$136K
MGIA
1372
Moneta Group Investment Advisors
Missouri
$136K
PCM
1373
Palisade Capital Management
New Jersey
$134K
CCMG
1374
Clark Capital Management Group
Pennsylvania
$133K -$154K -10,964 -52%
LIC
1375
Lodestar Investment Counsel
Illinois
$133K -$46.4K -3,300 -25%