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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
1651
Legacy Capital Group California
California
$942K +$7.59K +198 +0.8%
CS
1652
Capital Square
Tennessee
$940K – – –
Fuller & Thaler Asset Management
1653
Fuller & Thaler Asset Management
California
$940K – – –
BFWA
1654
Benchmark Financial Wealth Advisors
Florida
$932K +$77.9K +2,033 +10%
SIA
1655
Schear Investment Advisers
Ohio
$929K -$80.3K -2,096 -8%
SA
1656
Strategic Advocates
Utah
$927K -$613K -16,003 -41%
BOM
1657
Bank of Marin
California
$927K -$19.5K -510 -2%
WJA
1658
Willis Johnson & Associates
Texas
$925K -$11.6K -303 -1%
SA
1659
Skyline Advisors
Washington
$921K +$67.4K +1,758 +8%
FCAS
1660
First Command Advisory Services
Texas
$920K -$95.7K -2,496 -10%
AI
1661
Accredited Investors
Minnesota
$919K -$18.5K -482 -2%
VFA
1662
Voya Financial Advisors
Connecticut
$917K -$18.7K -487 -2%
LSA
1663
Lansing Street Advisors
Pennsylvania
$917K +$17.5K +456 +2%
ST
1664
Sentinel Trust
Texas
$916K +$16K +418 +2%
BDF
1665
Black Diamond Financial
Maryland
$916K +$53.5K +1,397 +6%
CCI
1666
Credit Capital Investments
New Jersey
$915K -$2.57M -67,000 -74%
HFRG
1667
Houlihan Financial Resource Group
Virginia
$913K +$5.52K +144 +0.6%
IA
1668
Insight Advisors
Pennsylvania
$898K -$65K -1,697 -7%
CA
1669
Crumly & Associates
Illinois
$897K -$63.5K -1,656 -7%
GCA
1670
Gradient Capital Advisors
California
$896K -$7.89K -206 -0.9%
BWA
1671
Brave Warrior Advisors
New York
$896K – – –
PCG
1672
PFC Capital Group
California
$893K -$48.5K -1,265 -5%
MLL
1673
Moody Lynn & Lieberson
Massachusetts
$893K -$38.3K -1,000 -4%
AOI
1674
Auto-Owners Insurance
Michigan
$890K – – –
CFMC
1675
Curbstone Financial Management Corp
New Hampshire
$889K -$31.7K -826 -4%