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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BSI
1751
Bennett Selby Investments
Maine
$557K +$27.6K +825 +5%
CIR
1752
Clear Investment Research
Georgia
$556K +$21.7K +650 +4%
SFP
1753
Sweet Financial Partners
Minnesota
$554K -$423K -12,662 -41%
LFA
1754
Landmark Financial Advisors
Kentucky
$554K +$6.72K +201 +1%
FI
1755
Financial Insights
Washington
$554K +$614K +18,355 New
LIM
1756
Leavell Investment Management
Alabama
$553K -$41.3K -1,235 -6%
CCIA
1757
Cherry Creek Investment Advisors
Colorado
$553K +$16.8K +504 +3%
MHIC
1758
Marble Harbor Investment Counsel
Massachusetts
$552K
FNBOH
1759
First National Bank of Hutchinson
Kansas
$552K +$37.8K +1,132 +7%
GA
1760
Geller Advisors
New York
$552K +$268K +8,004 +78%
LPIC
1761
LeJeune Puetz Investment Counsel
Michigan
$550K +$11.7K +350 +2%
AA
1762
Alta Advisers
United Kingdom
$550K +$608K +18,200 New
BCM
1763
BTR Capital Management
California
$549K +$33.4K +1,000 +6%
HL
1764
HeadInvest LLC
Maine
$548K +$2.51K +75 +0.4%
CIC
1765
Crawford Investment Counsel
Georgia
$546K +$30K +896 +5%
TCM
1766
Traynor Capital Management
Pennsylvania
$544K -$7.96K -238 -1%
MAC
1767
Mason & Associates (California)
California
$544K -$6.35K -190 -1%
FVWA
1768
Foster Victor Wealth Advisors
South Carolina
$544K +$16.1K +483 +3%
ICM
1769
IMS Capital Management
Oregon
$543K -$231K -6,898 -28%
CVM
1770
Cheviot Value Management
California
$543K
RFN
1771
RDA Financial Network
Iowa
$543K +$2.04K +61 +0.3%
LAS
1772
LWM Advisory Services
Florida
$543K +$57.6K +1,722 +11%
LAM
1773
LifePro Asset Management
California
$540K -$65K -1,943 -10%
WC
1774
Westhampton Capital
North Carolina
$539K
GCAC
1775
Guardian Capital Advisors (Canada)
Ontario, Canada
$539K +$200K +5,969 +49%