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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
1751
Clear Investment Research
Georgia
$556K +$21.7K +650 +4%
SFP
1752
Sweet Financial Partners
Minnesota
$554K -$423K -12,662 -41%
LFA
1753
Landmark Financial Advisors
Kentucky
$554K +$6.72K +201 +1%
FI
1754
Financial Insights
Washington
$554K +$614K +18,355 New
LIM
1755
Leavell Investment Management
Alabama
$553K -$41.3K -1,235 -6%
CCIA
1756
Cherry Creek Investment Advisors
Colorado
$553K +$16.8K +504 +3%
MHIC
1757
Marble Harbor Investment Counsel
Massachusetts
$552K – – –
FNBOH
1758
First National Bank of Hutchinson
Kansas
$552K +$37.8K +1,132 +7%
GA
1759
Geller Advisors
New York
$552K +$268K +8,004 +78%
LPIC
1760
LeJeune Puetz Investment Counsel
Michigan
$550K +$11.7K +350 +2%
AA
1761
Alta Advisers
United Kingdom
$550K +$608K +18,200 New
BCM
1762
BTR Capital Management
California
$549K +$33.4K +1,000 +6%
HL
1763
HeadInvest LLC
Maine
$548K +$2.51K +75 +0.4%
CIC
1764
Crawford Investment Counsel
Georgia
$546K +$30K +896 +5%
TCM
1765
Traynor Capital Management
Pennsylvania
$544K -$7.96K -238 -1%
MAC
1766
Mason & Associates (California)
California
$544K -$6.35K -190 -1%
FVWA
1767
Foster Victor Wealth Advisors
South Carolina
$544K +$16.1K +483 +3%
ICM
1768
IMS Capital Management
Oregon
$543K -$231K -6,898 -28%
CVM
1769
Cheviot Value Management
California
$543K – – –
RFN
1770
RDA Financial Network
Iowa
$543K +$2.04K +61 +0.3%
LAS
1771
LWM Advisory Services
Florida
$543K +$57.6K +1,722 +11%
LAM
1772
LifePro Asset Management
California
$540K -$65K -1,943 -10%
WC
1773
Westhampton Capital
North Carolina
$539K – – –
GCAC
1774
Guardian Capital Advisors (Canada)
Ontario, Canada
$539K +$200K +5,969 +49%
WA
1775
Wealthstar Advisors
Texas
$536K – – –