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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BHA
2076
Beech Hill Advisors
New York
$497K – – –
MPI
2077
Mairs & Power Inc
Minnesota
$496K -$66.4K -1,472 -11%
CNWM
2078
Clay Northam Wealth Management
California
$496K +$42.9K +950 +9%
IP
2079
Ignite Planners
California
$496K +$72.4K +1,605 +14%
BC
2080
Brio Consultants
California
$495K -$10K -222 -2%
HC
2081
Hamilton Capital
Ohio
$495K +$138K +3,053 +34%
WIP
2082
WealthCare Investment Partners
Rhode Island
$493K -$541 -12 -0.1%
AA
2083
Addison Advisors
Vermont
$492K +$196K +4,351 +57%
PFA
2084
Pure Financial Advisors
California
$491K +$13.9K +309 +3%
WAM
2085
WFA Asset Management
Wisconsin
$490K +$5.01K +111 +0.9%
SFG
2086
Summit Financial Group
West Virginia
$490K +$50.3K +1,115 +10%
KFP
2087
KMG Fiduciary Partners
Ohio
$488K -$43.6K -967 -8%
CAM
2088
Campion Asset Management
Virginia
$488K -$7.22K -160 -1%
TAM
2089
Townsend Asset Management
North Carolina
$488K +$1.53K +34 +0.3%
HAS
2090
HBW Advisory Services
California
$488K +$51.8K +1,147 +11%
WCM
2091
Wedge Capital Management
North Carolina
$487K +$5.64K +125 +1%
AWM
2092
Atticus Wealth Management
Florida
$487K +$135K +3,000 +34%
BIA
2093
BHK Investment Advisors
Alabama
$486K – – –
SN
2094
Sittner & Nelson
Oregon
$485K -$226 -5 -0%
CWA
2095
Consilium Wealth Advisory
Texas
$484K – – –
CHA
2096
Cooper/Haims Advisors
New York
$484K +$18.1K +402 +4%
RP
2097
Rice Partnership
Hawaii
$483K -$77.8K -1,725 -13%
GP
2098
Greenline Partners
New York
$483K – – –
T
2099
TOBAM
France
$483K +$252K +5,593 +91%
GC
2100
Gratus Capital
Georgia
$481K -$21.7K -481 -4%