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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1451
West Oak Capital
California
$37.9K +$3.72K +250 +12%
ACS
1452
Archford Capital Strategies
Illinois
$36K -$6.31K -424 -15%
BCI
1453
Brinker Capital Investments
Pennsylvania
$35K +$4.09K +275 +14%
3C
1454
361 Capital
Colorado
$34K +$32K +2,150 New
NHFG
1455
New Harbor Financial Group
Massachusetts
$33K – – –
RCG
1456
Ruggie Capital Group
Florida
$32K -$7.3K -490 -19%
CHP
1457
Cable Hill Partners
Oregon
$31K -$387 -26 -1%
LWA
1458
Lenox Wealth Advisors
New York
$31K – – –
LCM
1459
Liberty Capital Management
Michigan
$31K +$29.6K +1,988 New
WA
1460
Winfield Associates
Ohio
$30K – – –
VCM
1461
Versant Capital Management
Arizona
$30K +$2.68K +180 +10%
CBT
1462
Central Bank & Trust
Kentucky
$29K -$2.61K -175 -9%
KLI
1463
Kelman-Lazarov Inc
Tennessee
$22.2K +$30 +2 +0.1%
SA
1464
SRH Advisors
Kansas
$22K – – –
HDIM
1465
Hanson & Doremus Investment Management
Vermont
$21K – – –
SBL
1466
Sargent Bickham Lagudis
Colorado
$21K +$7.83K +526 +62%
TF
1467
Tompkins Financial
New York
$19K -$55.8K -3,750 -76%
MWM
1468
MinichMacGregor Wealth Management
New York
$19K -$3.05K -205 -14%
MUS
1469
Mitsubishi UFJ Securities
Japan
$19K – – –
IUHSA
1470
Itau Unibanco Holding S.A.
Brazil
$19K +$18.5K +1,242 New
KKAMG
1471
Kernodle & Katon Asset Management Group
Arkansas
$18K – – –
PSC
1472
Prentiss Smith & Co
Vermont
$18K – – –
GBT
1473
Grove Bank & Trust
Florida
$17K – – –
NC
1474
NewSquare Capital
Pennsylvania
$16K -$95.3K -6,400 -86%
CPIG
1475
Chicago Partners Investment Group
Illinois
$16K – – –