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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1751
Check Capital Management
California
$331K +$87 +3 +0%
FPCP
1752
Fort Point Capital Partners
California
$331K +$5.33K +185 +2%
FWM
1753
Fairhaven Wealth Management
Illinois
$328K
WP
1754
WealthPLAN Partners
Nebraska
$327K -$325K -11,266 -49%
WAM
1755
Weatherly Asset Management
California
$327K -$88K -3,052 -21%
CNB
1756
Camden National Bank
Maine
$326K +$28.3K +981 +10%
CM
1757
Cornerstone Management
Georgia
$325K -$30.2K -1,048 -9%
B
1758
Brightworth
Georgia
$324K +$88.1K +3,054 +38%
VWM
1759
Venturi Wealth Management
Texas
$323K +$322K +11,155 New
TCM
1760
Towercrest Capital Management
Pennsylvania
$322K
SIA
1761
Strategic Investment Advisors
Michigan
$322K +$28.8K +998 +10%
FWSM
1762
First Wilshire Securities Management
California
$322K +$320K +11,104 New
CWM
1763
Chesapeake Wealth Management
Virginia
$321K -$254K -8,814 -44%
SCM
1764
Sterneck Capital Management
Missouri
$320K -$12.2K -423 -4%
PCC
1765
Park Circle Company
Maryland
$319K
TAM
1766
Timucuan Asset Management
Florida
$319K
FMTC
1767
Farmers & Merchants Trust Company
California
$319K +$86.5K +3,000 +38%
IIM
1768
Ironwood Investment Management
Massachusetts
$318K
IA
1769
Independence Advisors
Pennsylvania
$318K +$24.5K +851 +8%
Balyasny Asset Management
1770
Balyasny Asset Management
Illinois
$317K -$329K -11,424 -51%
CBFP
1771
Cedar Brook Financial Partners
Ohio
$317K -$90K -3,120 -22%
PCMC
1772
Paragon Capital Management (Colorado)
Colorado
$316K -$6.14K -213 -2%
RPG
1773
Resource Planning Group
Georgia
$314K
PIC
1774
Portland Investment Counsel
Ontario, Canada
$313K -$41.8K -1,450 -12%
HIC
1775
Harvey Investment Company
Kentucky
$312K +$310K +10,752 New