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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1651
Capital Square
Tennessee
$940K
Fuller & Thaler Asset Management
1652
Fuller & Thaler Asset Management
California
$940K
BFWA
1653
Benchmark Financial Wealth Advisors
Florida
$932K +$77.9K +2,033 +10%
SIA
1654
Schear Investment Advisers
Ohio
$929K -$80.3K -2,096 -8%
SA
1655
Strategic Advocates
Utah
$927K -$613K -16,003 -41%
BOM
1656
Bank of Marin
California
$927K -$19.5K -510 -2%
WJA
1657
Willis Johnson & Associates
Texas
$925K -$11.6K -303 -1%
SA
1658
Skyline Advisors
Washington
$921K +$67.4K +1,758 +8%
FCAS
1659
First Command Advisory Services
Texas
$920K -$95.7K -2,496 -10%
AI
1660
Accredited Investors
Minnesota
$919K -$18.5K -482 -2%
VFA
1661
Voya Financial Advisors
Connecticut
$917K -$18.7K -487 -2%
LSA
1662
Lansing Street Advisors
Pennsylvania
$917K +$17.5K +456 +2%
ST
1663
Sentinel Trust
Texas
$916K +$16K +418 +2%
BDF
1664
Black Diamond Financial
Maryland
$916K +$53.5K +1,397 +6%
CCI
1665
Credit Capital Investments
New Jersey
$915K -$2.57M -67,000 -74%
HFRG
1666
Houlihan Financial Resource Group
Virginia
$913K +$5.52K +144 +0.6%
IA
1667
Insight Advisors
Pennsylvania
$898K -$65K -1,697 -7%
CA
1668
Crumly & Associates
Illinois
$897K -$63.5K -1,656 -7%
GCA
1669
Gradient Capital Advisors
California
$896K -$7.89K -206 -0.9%
BWA
1670
Brave Warrior Advisors
New York
$896K
PCG
1671
PFC Capital Group
California
$893K -$48.5K -1,265 -5%
MLL
1672
Moody Lynn & Lieberson
Massachusetts
$893K -$38.3K -1,000 -4%
AOI
1673
Auto-Owners Insurance
Michigan
$890K
CFMC
1674
Curbstone Financial Management Corp
New Hampshire
$889K -$31.7K -826 -4%
EWM
1675
Edge Wealth Management
New York
$888K +$115 +3 +0%