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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
2251
Adamsbrown Wealth Consultants
Kansas
$575K -$6.29K -129 -1%
CFP
2252
Cascade Financial Partners
California
$575K +$19.5K +400 +4%
KBG
2253
Kahn Brothers Group
New York
$574K -$37.1K -761 -6%
SA
2254
Sovran Advisors
California
$573K +$27.2K +557 +5%
BCA
2255
Bay Capital Advisors
Virginia
$573K -$19.5K -400 -3%
SBF
2256
Sara-Bay Financial
Florida
$573K +$48.8K +1,001 +10%
AT
2257
American Trust
Kentucky
$572K +$153K +3,141 +40%
NNPTE
2258
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$568K
SAM
2259
Smithbridge Asset Management
Pennsylvania
$568K
FAFN
2260
First Affirmative Financial Network
Colorado
$567K -$22.4K -459 -4%
SFC
2261
SYM Financial Corp
Indiana
$567K +$60.8K +1,246 +13%
MA
2262
Mezzasalma Advisors
New Jersey
$567K +$3.22K +66 +0.6%
JCM
2263
Jacobsen Capital Management
Utah
$566K +$50.2K +1,029 +10%
RPGNY
2264
Retirement Planning Group (New York)
New York
$566K +$1.66K +34 +0.3%
LNB
2265
Ledyard National Bank
$565K -$11.4K -234 -2%
VAG
2266
VisionPoint Advisory Group
Texas
$565K +$11K +225 +2%
NCTC
2267
New Covenant Trust Company
Indiana
$565K -$110K -2,262 -17%
GPI
2268
General Partner Inc
Pennsylvania
$564K -$240K -4,929 -31%
TFCP
2269
Twin Focus Capital Partners
Massachusetts
$564K
HWM
2270
Hemington Wealth Management
Virginia
$563K +$15.9K +325 +3%
TAP
2271
Tounjian Advisory Partners
Florida
$563K -$209K -4,274 -28%
TCPW
2272
Twin City Private Wealth
North Carolina
$562K +$27.6K +566 +5%
VNA
2273
Valley National Advisers
Pennsylvania
$562K -$4.44K -91 -0.8%
LWM
2274
LongView Wealth Management
Georgia
$561K -$7.66K -157 -1%
BI
2275
Beckerman Institutional
New Jersey
$561K +$49 +1 +0%