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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1501
Albion Financial Group
Utah
$527K +$81 +3 +0%
PLFAM
1502
Pineno Levin & Ford Asset Management
Virginia
$526K -$24.1K -888 -4%
FCMT
1503
Founders Capital Management (Texas)
Texas
$525K +$67.8K +2,500 +13%
FCA
1504
FLC Capital Advisors
California
$524K +$577K +21,265 New
BC
1505
Blueport Capital
Texas
$522K -$376K -13,868 -40%
BTNA
1506
Bremer Trust National Association
Minnesota
$522K +$16.6K +612 +3%
CCA
1507
Clearwater Capital Advisors
Illinois
$521K -$18.9K -698 -3%
FPFS
1508
First Personal Financial Services
North Carolina
$517K +$59.3K +2,185 +12%
JA
1509
JOYN Advisors
Georgia
$513K -$25.2K -930 -4%
KF
1510
Krilogy Financial
Missouri
$511K -$180K -6,625 -24%
CA
1511
Cornerstone Advisory
Maryland
$511K -$117K -4,320 -17%
SBSB
1512
Sullivan, Bruyette, Speros & Blaney
Virginia
$510K -$14.4K -532 -3%
OC
1513
Oakworth Capital
Alabama
$510K +$256K +9,438 +84%
WP
1514
WealthSource Partners
California
$510K +$262K +9,673 +88%
BCM
1515
BTR Capital Management
California
$509K -$51.5K -1,900 -8%
IWP
1516
Icon Wealth Partners
Texas
$508K -$52.2K -1,924 -9%
DDPIC
1517
Deroy & Devereaux Private Investment Counsel
Michigan
$508K -$16.4K -603 -3%
CCM
1518
Consolidated Capital Management
California
$508K -$8.25K -304 -1%
FHC
1519
First Heartland Consultants
Missouri
$507K -$23.3K -859 -4%
CPA
1520
Clear Perspective Advisors
Illinois
$498K -$21.7K -800 -4%
QCM
1521
Quantinno Capital Management
New York
$496K +$546K +20,133 New
DM
1522
Delphi Management
Massachusetts
$494K -$908K -33,463 -63%
QPWM
1523
Quadrant Private Wealth Management
Pennsylvania
$494K -$84.7K -3,123 -13%
SSWM
1524
Smith Salley Wealth Management
North Carolina
$494K -$3.15K -116 -0.6%
SC
1525
Sawyer & Company
Massachusetts
$493K -$196K -7,236 -27%