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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AAC
1401
Asset Advisors Corp
Georgia
$88K -$14 -1 -0%
GXMC
1402
Global X Management Company
New York
$81K +$48K +3,418 +127%
M
1403
MOTCO
Texas
$80K -$1.28K -91 -1%
JCM
1404
Jacobi Capital Management
Pennsylvania
$80K +$87.7K +6,246 New
BWA
1405
Burt Wealth Advisors
Maryland
$74K -$26.4K -1,878 -25%
SGAM
1406
Smith Group Asset Management
Texas
$74K +$11.4K +810 +17%
ZB
1407
Zions Bancorporation
Utah
$72K -$159K -11,350 -67%
KA
1408
Klingman & Associates
New York
$70K – – –
TF
1409
Tompkins Financial
New York
$66K -$6.88K -490 -9%
MFW
1410
Mosaic Family Wealth
Missouri
$65K -$40.3K -2,868 -37%
CCM
1411
Cribstone Capital Management
Maine
$63K +$66.3K +4,720 New
GI
1412
Gradient Investments
Minnesota
$62K +$12.8K +908 +24%
SCM
1413
Southport Capital Management
Tennessee
$62K +$65.4K +4,654 New
OC
1414
Oakworth Capital
Alabama
$55K +$18.5K +1,317 +55%
PRS
1415
Pinkerton Retirement Specialists
Idaho
$53K +$55.9K +3,976 +9,698%
OHS
1416
Odey Holdings (Switzerland)
Switzerland
$53K +$56.2K +4,000 New
ACM
1417
Armbruster Capital Management
New York
$52K -$464 -33 -0.8%
IIC
1418
Integrated Investment Consultants
Michigan
$51K – – –
BCM
1419
Blume Capital Management
California
$49K – – –
TIM
1420
Tortoise Investment Management
New York
$49K – – –
RWG
1421
Regal Wealth Group
California
$47K +$70 +5 +0.1%
RFWA
1422
RPg Family Wealth Advisory
Massachusetts
$44.1K +$23.4K +1,668 +101%
LWM
1423
Lenox Wealth Management
Ohio
$43K – – –
WCM
1424
Wealthcare Capital Management
Virginia
$41K – – –
PCTC
1425
Perkins Coie Trust Company
Washington
$41K +$14K +1,000 +47%