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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
1451
Pineno Levin & Ford Asset Management
Virginia
$655K +$122 +4 +0%
FA
1452
Fortis Advisors
Pennsylvania
$654K +$1.95K +64 +0.3%
MCA
1453
Mercer Capital Advisers
New Jersey
$654K +$20K +657 +3%
TA
1454
Tiedemann Advisors
New York
$650K -$822 -27 -0.1%
JFA
1455
Johanson Financial Advisors
California
$647K +$25.7K +843 +4%
FSCM
1456
Front Street Capital Management
Montana
$644K -$1.07K -35 -0.2%
CCA
1457
Clearwater Capital Advisors
Illinois
$644K +$5.12K +168 +0.8%
IWC
1458
Integrated Wealth Concepts
Massachusetts
$642K +$41.1K +1,348 +7%
JA
1459
JOYN Advisors
Georgia
$641K +$11.5K +376 +2%
III
1460
Independent Investors Inc
New York
$641K +$97.6K +3,203 +17%
PWPS
1461
Pinnacle Wealth Planning Services
Ohio
$640K +$28.1K +922 +4%
WCM
1462
Weik Capital Management
Pennsylvania
$638K -$27.3K -895 -4%
NIM
1463
NuWave Investment Management
New Jersey
$634K -$221K -7,271 -25%
FHC
1464
First Heartland Consultants
Missouri
$631K -$60.8K -1,996 -9%
AFG
1465
Albion Financial Group
Utah
$630K -$3.02K -99 -0.5%
HFS
1466
Haverford Financial Services
Pennsylvania
$630K
LBC
1467
Lowe Brockenbrough & Co
Virginia
$627K
DDPIC
1468
Deroy & Devereaux Private Investment Counsel
Michigan
$625K -$7.49K -246 -1%
SBSB
1469
Sullivan, Bruyette, Speros & Blaney
Virginia
$625K +$30.5K +1,000 +5%
BFA
1470
Beaumont Financial Advisors
Massachusetts
$625K +$342K +11,230 +113%
BA
1471
BKS Advisors
Michigan
$623K -$19.5K -640 -3%
CPA
1472
Clear Perspective Advisors
Illinois
$619K +$3.81K +125 +0.6%
CCM
1473
Consolidated Capital Management
California
$617K +$9.96K +327 +2%
BIAS
1474
Beacon Investment Advisory Services
New Jersey
$610K +$26.3K +863 +4%
QAM
1475
Quantres Asset Management
Cayman Islands
$610K +$630K +20,700 New