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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1801
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K +$221K +8,030 New
SWA
1802
SFMG Wealth Advisors
Texas
$236K +$221 +8 +0.1%
CCM
1803
Chickasaw Capital Management
Tennessee
$234K
CAW
1804
Cornerstone Advisors (Washington)
Washington
$232K +$855 +31 +0.4%
PI
1805
Pettee Investors
Connecticut
$231K +$216K +7,821 New
LCC
1806
Lincoln Capital Corp
Rhode Island
$231K +$216K +7,827 New
MIA
1807
MainStreet Investment Advisors
Illinois
$231K +$216K +7,830 New
PL
1808
Parkwood LLC
Ohio
$230K +$215K +7,790 New
WOC
1809
West Oak Capital
California
$230K +$11.2K +405 +5%
MUS
1810
Mitsubishi UFJ Securities
Japan
$228K +$54K +1,960 +34%
Diamond Hill Capital Management
1811
Diamond Hill Capital Management
Ohio
$227K -$64.6K -2,342 -23%
GHA
1812
GW Henssler & Associates
Georgia
$226K +$211K +7,666 New
BIA
1813
Biondo Investment Advisors
Pennsylvania
$224K +$208K +7,550 New
CCM
1814
Coe Capital Management
Illinois
$224K +$209K +7,584 New
WIP
1815
Wellesley Investment Partners
Massachusetts
$223K +$208K +7,563 New
IFS
1816
Ifrah Financial Services
Arkansas
$222K +$207K +7,517 New
MCM
1817
Monument Capital Management
Virginia
$222K +$208K +7,533 New
MMA
1818
Miracle Mile Advisors
California
$221K +$207K +7,500 New
CWA
1819
Clarus Wealth Advisors
Arizona
$220K +$205K +7,436 New
VA
1820
Valmark Advisers
Ohio
$220K +$205K +7,452 New
HIC
1821
Harvey Investment Company
Kentucky
$218K +$204K +7,396 New
CJA
1822
C-J Advisory
California
$217K +$110 +4 +0.1%
KFGK
1823
Keystone Financial Group (Kentucky)
Kentucky
$217K +$198K +7,193 New
TCM
1824
Tradition Capital Management
New Jersey
$216K +$202K +7,321 New
LWA
1825
Lenox Wealth Advisors
New York
$213K +$34.3K +1,243 +21%