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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2151
BT Wealth Management
Georgia
$209K +$185K +6,899 New
FWM
2152
FSA Wealth Management
Massachusetts
$209K +$185K +6,909 New
GAM
2153
Gould Asset Management
California
$208K +$184K +6,864 New
SVCP
2154
Silicon Valley Capital Partners
California
$208K +$184K +6,874 New
PFC
2155
Phocas Financial Corp
California
$207K +$183K +6,830 New
SNBOSCI
2156
Security National Bank of Sioux City Iowa
Iowa
$207K +$183K +6,830 New
CIC
2157
Crawford Investment Counsel
Georgia
$207K +$183K +6,845 New
FMP
2158
Financial Management Professionals
Texas
$205K +$2.79K +104 +2%
HFAS
2159
Hummer Financial Advisory Services
Illinois
$205K +$181K +6,758 New
HGWM
2160
Harvest Group Wealth Management
Massachusetts
$204K -$15.4K -576 -8%
IIC
2161
Integrated Investment Consultants
Michigan
$204K +$180K +6,726 New
EAM
2162
Evanson Asset Management
California
$204K +$180K +6,729 New
SCM
2163
SKBA Capital Management
California
$204K +$180K +6,730 New
HBT
2164
Hills Bank & Trust
Iowa
$203K -$1.66K -62 -0.9%
VCM
2165
Versant Capital Management
Arizona
$203K – – –
MFW
2166
Mosaic Family Wealth
Missouri
$203K +$179K +6,689 New
WA
2167
WP Advisors
California
$203K +$179K +6,691 New
MFGM
2168
Marshall Financial Group (Maryland)
Maryland
$203K +$179K +6,693 New
CWM
2169
Chesapeake Wealth Management
Virginia
$203K +$180K +6,702 New
PCMC
2170
Paragon Capital Management (Colorado)
Colorado
$202K +$179K +6,662 New
APW
2171
Austin Private Wealth
Texas
$202K +$179K +6,673 New
PFA
2172
Pinnacle Family Advisors
Missouri
$202K +$179K +6,677 New
Financial Engines Advisors
2173
Financial Engines Advisors
California
$202K +$179K +6,679 New
FFWM
2174
Future Financial Wealth Management
Ohio
$201K +$178K +6,631 New
VCM
2175
Vigilant Capital Management
Maine
$200K +$22K +821 +14%