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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DT
1526
Diversified Trust
Tennessee
$283K +$13.6K +572 +5%
MBT
1527
Monroe Bank & Trust
Michigan
$283K +$71.5K +3,014 +34%
Grantham, Mayo, Van Otterloo & Co (GMO)
1528
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283K +$285K +12,000 New
BWM
1529
Baystate Wealth Management
Massachusetts
$281K +$107K +4,507 +57%
TI
1530
Truepoint Inc
Ohio
$276K +$71.4K +3,007 +35%
AB
1531
Atlas Brown
Kentucky
$274K -$6.31K -266 -2%
PMFA
1532
Plante Moran Financial Advisors
Michigan
$273K +$8.02K +338 +3%
PFA
1533
Pure Financial Advisors
California
$273K +$11.5K +485 +4%
AA
1534
Ancora Advisors
Ohio
$271K +$51.4K +2,165 +23%
CG
1535
Colony Group
Massachusetts
$269K
WA
1536
Wealth Architects
California
$269K +$5.98K +252 +2%
IIM
1537
Ironwood Investment Management
Massachusetts
$267K
JIC
1538
Joel Isaacson & Co
New York
$267K +$261 +11 +0.1%
RPGK
1539
Retirement Planning Group (Kansas)
Kansas
$267K +$3.77K +159 +1%
CM
1540
Churchill Management
California
$267K +$269K +11,329 New
CIAN
1541
Capstone Investment Advisors (Netherlands)
New York
$266K -$70.6K -2,975 -21%
JWA
1542
JFS Wealth Advisors
Pennsylvania
$265K
CHAM
1543
Clear Harbor Asset Management
Connecticut
$265K +$24.4K +1,029 +10%
BCM
1544
Boltwood Capital Management
California
$265K +$47.5K +2,000 +22%
SM
1545
SG3 Management
Puerto Rico
$264K -$683K -28,800 -72%
SHWM
1546
Smith & Howard Wealth Management
Georgia
$263K +$265K +11,152 New
SSP
1547
Sapphire Star Partners
Washington
$262K -$237K -10,000 -47%
LFA
1548
Landmark Financial Advisors
Kentucky
$262K -$6.88K -290 -3%
CS
1549
Comerica Securities
Michigan
$261K -$894K -37,685 -77%
VFP
1550
Verus Financial Partners
Virginia
$261K -$13.7K -577 -5%