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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1726
Schaller Investment Group
North Carolina
$292K
THWM
1727
Taylor Hoffman Wealth Management
Virginia
$292K +$273K +9,888 New
TC
1728
Trust Company
Kansas
$290K +$31.2K +1,133 +13%
TF
1729
TLWM Financial
Texas
$290K +$271K +9,817 New
CHA
1730
Cooper/Haims Advisors
New York
$290K +$271K +9,822 New
BWAM
1731
Boyd Watterson Asset Management
Ohio
$287K -$480K -17,427 -64%
CCC
1732
Chelsea Counsel Company
California
$286K -$703K -25,500 -72%
SXL
1733
Summit X LLC
Missouri
$286K +$4.49K +163 +2%
CW
1734
Cobiz Wealth
Colorado
$285K -$13.8K -500 -5%
MSA
1735
Marino Stram & Associates
Massachusetts
$284K +$266K +9,636 New
FMC
1736
First Merchants Corp
Indiana
$283K
BIA
1737
BHK Investment Advisors
Alabama
$283K +$265K +9,600 New
PHK
1738
Point72 Hong Kong
Hong Kong
$281K +$71.5K +2,594 +37%
ITIM
1739
Indiana Trust & Investment Management
Indiana
$281K +$263K +9,525 New
WA
1740
Winfield Associates
Ohio
$280K +$11K +400 +4%
BFC
1741
Bedel Financial Consulting
Indiana
$279K +$260K +9,437 New
KA
1742
Kaizen Advisory
Illinois
$279K +$260K +9,449 New
BP
1743
BBR Partners
New York
$279K +$261K +9,464 New
GIA
1744
Guyasuta Investment Advisors
Pennsylvania
$278K +$259K +9,410 New
WFG
1745
Wills Financial Group
Virginia
$277K -$96.5K -3,501 -27%
LCM
1746
LVM Capital Management
Michigan
$277K +$8.44K +306 +3%
KM
1747
Kalos Management
Georgia
$277K +$254K +9,198 New
W
1748
WealthShield
North Carolina
$277K +$255K +9,262 New
WP
1749
WealthShield Partners
North Carolina
$277K +$255K +9,262 New
SLT
1750
St Louis Trust
Missouri
$276K