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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BT
1701
Brandywine Trust
Delaware
$328K
PFGIA
1702
Patriot Financial Group Insurance Agency
Massachusetts
$328K +$21.1K +779 +6%
NGA
1703
Naples Global Advisors
Florida
$327K +$345K +12,708 New
AF
1704
Aldebaran Financial
$325K -$37.7K -1,389 -10%
HCM
1705
Howland Capital Management
Massachusetts
$325K -$36.2K -1,334 -9%
LPIC
1706
LeJeune Puetz Investment Counsel
Michigan
$325K
TFF
1707
The Family Firm
Maryland
$325K +$1.11K +41 +0.3%
SEIA
1708
Signature Estate & Investment Advisors
California
$324K -$20.4M -753,290 -98%
CHA
1709
Cooper/Haims Advisors
New York
$324K -$10.9K -403 -3%
NAM
1710
North American Management
Massachusetts
$323K -$3.66K -135 -1%
PFA
1711
Pathway Financial Advisors
Vermont
$323K
ME
1712
McIlrath & Eck
Washington
$321K +$6.95K +256 +2%
CA
1713
Capital Advantage
California
$320K -$4.18K -154 -1%
ESB
1714
Essex Savings Bank
Connecticut
$318K +$350K +12,896 New
LBD
1715
Landsberg Bennett & Dubbaneh
Florida
$317K +$349K +12,850 New
BC
1716
Brio Consultants
California
$317K +$349K +12,876 New
Diamond Hill Capital Management
1717
Diamond Hill Capital Management
Ohio
$315K +$60.3K +2,223 +21%
PFA
1718
Pure Financial Advisors
California
$314K +$16.5K +608 +5%
CPSAC
1719
Chas P. Smith & Associates (CPS)
Florida
$313K -$89.7K -3,305 -21%
LCM
1720
Logan Capital Management
Pennsylvania
$312K -$19.3K -710 -5%
AI
1721
Accredited Investors
Minnesota
$312K
MWM
1722
Merriman Wealth Management
Washington
$312K +$4.75K +175 +1%
CAM
1723
Costello Asset Management
Pennsylvania
$312K +$343K +12,648 New
FA
1724
Financial Advisors
Massachusetts
$310K +$341K +12,575 New
CWM
1725
Circle Wealth Management
New Jersey
$308K -$275K -10,152 -45%