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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2301
Gray Wealth Management
Maine
$339K -$22K -487 -6%
SAMT
2302
Select Asset Management & Trust
Pennsylvania
$339K +$948 +21 +0.3%
RWP
2303
Revolve Wealth Partners
New Jersey
$338K -$5.28K -117 -1%
LIG
2304
Lokken Investment Group
Delaware
$337K – – –
ACM
2305
Aljian Capital Management
Nevada
$336K – – –
GPA
2306
Guerra Pan Advisors
New Jersey
$335K – – –
NCM
2307
Narwhal Capital Management
Georgia
$335K +$28.1K +623 +8%
ST
2308
Sabal Trust
Florida
$334K +$114K +2,531 +45%
SCM
2309
Sterneck Capital Management
Missouri
$333K -$18.9K -418 -5%
PIM
2310
Penobscot Investment Management
Massachusetts
$333K +$72.2K +1,600 +25%
BWM
2311
BlackDiamond Wealth Management
New York
$332K -$8.62K -191 -2%
JHCP
2312
Jackson Hole Capital Partners
Oklahoma
$332K +$96.1K +2,129 +36%
UBV
2313
United Bank (Virginia)
Virginia
$331K – – –
VCM
2314
Violich Capital Management
California
$331K – – –
PK
2315
Pflug Koory
Nebraska
$330K -$8.57K -190 -2%
SCM
2316
Southport Capital Management
Tennessee
$329K -$323K -7,150 -47%
NCM
2317
Nelson Capital Management
California
$329K +$4.42K +98 +1%
Financial Engines Advisors
2318
Financial Engines Advisors
California
$329K +$33.4K +741 +10%
SFS
2319
Stiles Financial Services
Minnesota
$329K +$40.2K +891 +13%
TF
2320
Tompkins Financial
New York
$328K +$307K +6,812 +586%
FNT
2321
First Nebraska Trust
Nebraska
$328K – – –
OAM
2322
Oak Asset Management
California
$327K -$16.7K -370 -4%
LSA
2323
Lion Street Advisors
Texas
$327K -$4.51K -100 -1%
CCM
2324
Chickasaw Capital Management
Tennessee
$327K – – –
AC
2325
Apella Capital
Connecticut
$327K +$108K +2,383 +43%