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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1751
Schaller Investment Group
North Carolina
$297K
PCMC
1752
Paragon Capital Management (Colorado)
Colorado
$297K +$311K +9,888 New
XSC
1753
X-Square Capital
Puerto Rico
$294K +$53.8K +1,713 +21%
BCM
1754
Becker Capital Management
Oregon
$293K -$193K -6,150 -39%
PA
1755
Probity Advisors
Texas
$291K -$9.39K -299 -3%
EAM
1756
Evanson Asset Management
California
$291K +$19.2K +611 +7%
CCC
1757
Chelsea Counsel Company
California
$290K
AIA
1758
Allied Investment Advisors
Montana
$289K -$13.9K -441 -4%
DBT
1759
Dubuque Bank & Trust
Iowa
$288K -$87.1K -2,773 -22%
FMC
1760
First Merchants Corp
Indiana
$288K
RHAM
1761
Round Hill Asset Management
California
$287K -$10.2K -325 -3%
CW
1762
Cobiz Wealth
Colorado
$287K -$1.89K -60 -0.6%
ITIM
1763
Indiana Trust & Investment Management
Indiana
$286K
SFG
1764
SNS Financial Group
Minnesota
$283K -$51.5K -1,639 -15%
MSA
1765
Marino Stram & Associates
Massachusetts
$283K -$6.28K -200 -2%
KA
1766
Kaizen Advisory
Illinois
$283K
BFC
1767
Bedel Financial Consulting
Indiana
$283K +$94 +3 +0%
LCM
1768
LVM Capital Management
Michigan
$282K
BCM
1769
Boltwood Capital Management
California
$280K -$56.5K -1,800 -16%
GWS
1770
Glassman Wealth Services
Virginia
$279K -$31.3K -998 -10%
RW
1771
REDW Wealth
New Mexico
$279K
WP
1772
WealthShield Partners
North Carolina
$279K
FTC
1773
Farmers Trust Company
Ohio
$278K +$1.92K +61 +0.7%
NCM
1774
Noesis Capital Mangement
Florida
$277K -$37.4K -1,190 -11%
GBBWRPM
1775
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$277K +$51.4K +1,637 +22%