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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1526
Doyle Wealth Management
Florida
$336K +$28.8K +1,185 +10%
ST
1527
Sentinel Trust
Texas
$335K -$498K -20,503 -61%
SWM
1528
SVA Wealth Management
Wisconsin
$333K -$27.9K -1,150 -8%
MPI
1529
Mairs & Power Inc
Minnesota
$330K -$24.3K -1,000 -7%
HF
1530
HRT Financial
New York
$329K +$316K +13,007 New
GS
1531
Girard Securities
California
$328K -$286K -11,776 -48%
WFG
1532
Wills Financial Group
Virginia
$327K +$17K +700 +6%
SCM
1533
Southport Capital Management
Tennessee
$325K -$96.7K -3,985 -24%
SCM
1534
Stonebridge Capital Management
California
$325K
TCM
1535
Tradewinds Capital Management
Washington
$325K +$8.25K +340 +3%
DBT
1536
Dubuque Bank & Trust
Iowa
$324K +$44.5K +1,835 +17%
SS
1537
Simplicity Solutions
Minnesota
$323K -$258K -10,638 -45%
LJHT
1538
Laurie J. Hall Trustee
$323K
PFA
1539
Pure Financial Advisors
California
$321K +$30.2K +1,245 +11%
MBTD
1540
Mechanics Bank - Trust Department
California
$318K +$13.1K +539 +4%
HT
1541
Heritage Trust
Oklahoma
$318K +$92.2K +3,800 +43%
EWA
1542
EP Wealth Advisors
California
$317K +$14.2K +587 +5%
GRP
1543
Global Retirement Partners
California
$316K +$109K +4,489 +56%
MAA
1544
Mraz Amerine & Associates
California
$312K -$149K -6,135 -33%
NSB
1545
Norway Savings Bank
Maine
$312K -$18.2K -750 -6%
WAM
1546
Weatherly Asset Management
California
$312K +$10.7K +440 +4%
MBT
1547
Monroe Bank & Trust
Michigan
$311K +$6.33K +261 +2%
PCA
1548
Personal Capital Advisors
California
$311K +$298K +12,285 New
CHAM
1549
Clear Harbor Asset Management
Connecticut
$310K -$4.15K -171 -1%
CPSAC
1550
Chas P. Smith & Associates (CPS)
Florida
$309K -$13.2K -544 -4%