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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1476
Atwood & Palmer
Missouri
$289K
FSCM
1477
Front Street Capital Management
Montana
$288K
KTC
1478
Kistler-Tiffany Companies
Pennsylvania
$288K +$39 +2 +0%
FWM
1479
FFT Wealth Management
Pennsylvania
$287K -$48.1K -2,500 -16%
KFA
1480
Kays Financial Advisory
Georgia
$287K +$81.3K +4,221 +48%
MPI
1481
Mairs & Power Inc
Minnesota
$286K -$2.35K -122 -0.9%
MWM
1482
Merriman Wealth Management
Washington
$283K -$1.23K -64 -0.5%
HPWM
1483
Highland Private Wealth Management
Washington
$283K +$36.7K +1,907 +18%
MPIA
1484
Mountain Pacific Investment Advisers
Idaho
$281K +$13.6K +707 +6%
FLPIM
1485
F.L. Putnam Investment Management
Massachusetts
$279K +$243K +12,629 New
BEAM
1486
Baker Ellis Asset Management
Washington
$278K -$20.3K -1,055 -8%
RWA
1487
Ropes Wealth Advisors
Massachusetts
$277K -$69.3K -3,600 -22%
TDC
1488
Thompson Davis & Co
Virginia
$277K -$8.3K -431 -3%
AF
1489
Aldebaran Financial
$276K -$3.27M -169,764 -93%
Cerity Partners
1490
Cerity Partners
New York
$276K +$241K +12,500 New
TCM
1491
Tradewinds Capital Management
Washington
$273K -$9.63K -500 -4%
NFC
1492
Northeast Financial Consultants
Connecticut
$273K
JFGLC
1493
Johnson Financial Group LLC (Colorado)
Colorado
$272K +$237K +12,305 New
ML
1494
McAdam LLC
Pennsylvania
$272K +$237K +12,325 New
SRP
1495
Saddle Road Partners
Nebraska
$271K
TM
1496
Thrax Management
New York
$271K +$236K +12,270 New
RWA
1497
RGT Wealth Advisors
Texas
$270K -$64K -3,325 -21%
WFG
1498
Wills Financial Group
Virginia
$270K -$21.2K -1,100 -8%
CCA
1499
Clearwater Capital Advisors
Illinois
$270K +$25.3K +1,311 +12%
JWA
1500
JFS Wealth Advisors
Pennsylvania
$265K -$111K -5,757 -32%