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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SP
2226
SWS Partners
Ohio
$232K +$207K +6,000 New
TPW
2227
TL Private Wealth
Texas
$231K +$199K +5,776 New
PIA
2228
Pinion Investment Advisors
Kansas
$231K +$206K +5,961 New
HFP
2229
Holistic Financial Partners
Indiana
$231K +$206K +5,981 New
DS
2230
DRW Securities
Illinois
$231K +$206K +5,983 New
CWM
2231
CCG Wealth Management
California
$230K -$117K -3,385 -36%
BWM
2232
BT Wealth Management
Georgia
$230K -$33.1K -960 -14%
NSAM
2233
North Star Asset Management
Wisconsin
$230K +$205K +5,940 New
CCM
2234
Cohen Capital Management
California
$229K +$204K +5,910 New
SAMC
2235
Spectrum Asset Management (California)
California
$229K +$204K +5,916 New
HFS
2236
Horizon Financial Services
North Carolina
$228K -$4.07K -118 -2%
BST
2237
Bath Savings Trust
Maine
$228K +$203K +5,884 New
ADBIC
2238
A.D. Beadell Investment Counsel
Wisconsin
$228K +$204K +5,902 New
PWA
2239
Physician Wealth Advisors
Utah
$227K +$197K +5,711 New
DP
2240
DDD Partners
Washington
$227K +$202K +5,865 New
PFC
2241
Phocas Financial Corp
California
$226K -$34.5K -1,000 -15%
HCM
2242
Hengehold Capital Management
Ohio
$225K +$200K +5,806 New
CCG
2243
Chatham Capital Group
Georgia
$225K +$201K +5,815 New
AMM
2244
American Money Management
California
$224K +$199K +5,780 New
BA
2245
Ballast Advisors
Minnesota
$224K +$200K +5,796 New
SRC
2246
Sage Rhino Capital
California
$223K +$198K +5,752 New
AWA
2247
AmeriServ Wealth Advisors
Pennsylvania
$220K +$196K +5,678 New
PWM
2248
Prentice Wealth Management
New York
$220K +$196K +5,689 New
SFA
2249
Stewardship Financial Advisors
Georgia
$219K +$195K +5,661 New
TCOT
2250
Trust Company of Toledo
Ohio
$219K +$195K +5,662 New