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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1676
Freedman Financial Associates
Massachusetts
$904K – – –
PIM
1677
Perpetual Investment Management
Australia
$903K – – –
SIG
1678
Sargent Investment Group
Maryland
$903K +$56.4K +1,250 +6%
BFA
1679
Beacon Financial Advisory
Ohio
$902K +$2.57K +57 +0.3%
CAM
1680
Covenant Asset Management
New Jersey
$898K – – –
USAA
1681
United Services Automobile Association
Texas
$894K -$101K -2,239 -9%
DL
1682
DOHJ LLC
Washington
$893K +$977K +21,653 New
BFA
1683
Benedict Financial Advisors
Georgia
$892K +$8.98K +199 +0.9%
PTP
1684
Platform Technology Partners
New York
$892K +$81.7K +1,811 +9%
CWM
1685
Cordatus Wealth Management
Pennsylvania
$890K -$95.2K -2,111 -9%
AFS
1686
Aft Forsyth & Sober
Florida
$884K – – –
HAM
1687
Hedges Asset Management
Nevada
$882K -$22.6K -500 -2%
NF
1688
NTB Financial
Colorado
$882K +$16.7K +371 +2%
WA
1689
Waddell & Associates
Tennessee
$881K +$243K +5,383 +34%
WFI
1690
West Family Investments
California
$879K -$35K -775 -4%
FPB
1691
First PREMIER Bank
South Dakota
$879K +$106K +2,350 +12%
BP
1692
BBR Partners
New York
$876K -$205K -4,552 -18%
OWIM
1693
Old West Investment Management
California
$874K -$2.26M -50,108 -70%
LIM
1694
Lathrop Investment Management
Arkansas
$869K -$15.7K -347 -2%
SFI
1695
SPC Financial Inc
Maryland
$866K -$49.5K -1,097 -5%
Destination Wealth Management
1696
Destination Wealth Management
California
$866K +$364K +8,077 +63%
AIA
1697
AIMZ Investment Advisors
California
$864K – – –
ATC
1698
Adirondack Trust Company
New York
$864K +$170K +3,758 +22%
RA
1699
Riversedge Advisors
Delaware
$861K +$23.1K +512 +3%
AFG
1700
Allegheny Financial Group
Pennsylvania
$858K +$3.07K +68 +0.3%