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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FFSOTS
1676
Fiduciary Financial Services of The Southwest
Texas
$568K -$45.2K -1,400 -8%
LWM
1677
Laidlaw Wealth Management
New York
$564K +$518K +16,021 New
SAM
1678
Symphony Asset Management
California
$560K +$514K +15,907 New
CBT
1679
Central Bank & Trust
Kentucky
$557K -$2.03M -62,739 -80%
CPA
1680
Clear Perspective Advisors
Illinois
$556K -$646 -20 -0.1%
B
1681
Bridgeworth
Alabama
$555K -$41.1K -1,272 -7%
SIG
1682
Sky Investment Group
Connecticut
$555K +$5.62K +174 +1%
SW
1683
SkyOak Wealth
Michigan
$554K +$509K +15,742 New
VNA
1684
Valley National Advisers
Pennsylvania
$553K +$388 +12 +0.1%
HIC
1685
Harvey Investment Company
Kentucky
$552K +$102K +3,161 +25%
SKK
1686
Shepherd Kaplan Krochuk
Massachusetts
$550K
SSWM
1687
Sheets Smith Wealth Management
North Carolina
$549K -$8.08K -250 -2%
CFMC
1688
Curbstone Financial Management Corp
New Hampshire
$548K
CIC
1689
Crawford Investment Counsel
Georgia
$548K +$58.4K +1,808 +13%
MAWCM
1690
Mine & Arao Wealth Creation & Management
California
$547K +$502K +15,529 New
DBIA
1691
Dumont & Blake Investment Advisors
New Jersey
$546K +$32 +1 +0%
SXL
1692
Summit X LLC
Missouri
$544K +$11.5K +357 +2%
WKWM
1693
Walter & Keenan Wealth Management
Indiana
$539K -$259K -8,000 -34%
HCM
1694
Howland Capital Management
Massachusetts
$539K -$160K -4,941 -24%
SFI
1695
SPC Financial Inc
Maryland
$538K +$39.6K +1,225 +9%
SFG
1696
SNS Financial Group
Minnesota
$537K +$8.4K +260 +2%
MMG
1697
Monetary Management Group
Missouri
$535K -$24.2K -750 -5%
MCA
1698
Mercer Capital Advisers
New Jersey
$535K +$97 +3 +0%
BSB
1699
Bangor Savings Bank
Maine
$532K -$90.9K -2,814 -16%
TG
1700
TCW Group
California
$532K