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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2326
Gallagher Capital Advisors
Texas
$617K +$425 +8 +0.1%
OAM
2327
Occidental Asset Management
California
$617K +$28.4K +534 +5%
SLC
2328
Second Line Capital
Louisiana
$615K -$25.3K -475 -4%
IPS
2329
Investors Portfolio Services
Washington
$615K
RIM
2330
RW Investment Management
Idaho
$614K -$62.4K -1,173 -10%
BI
2331
Beckerman Institutional
New Jersey
$613K -$5.26K -99 -0.9%
SP
2332
Symmetry Partners
Connecticut
$613K +$325K +6,118 +132%
FC
2333
Financial Council
Maryland
$612K +$266 +5 +0%
CWM
2334
Cahaba Wealth Management
Georgia
$612K +$1.38K +26 +0.2%
DIP
2335
DT Investment Partners
Pennsylvania
$609K
VST
2336
Van Strum & Towne
California
$609K +$11K +206 +2%
ITIM
2337
Indiana Trust & Investment Management
Indiana
$609K
AWMG
2338
Alliance Wealth Management Group
New Jersey
$609K
GP
2339
Greenline Partners
New York
$609K
LHP
2340
Lexington Hill Partners
Texas
$608K +$208K +3,920 +58%
HCC
2341
Hirtle Callaghan & Co
Pennsylvania
$607K +$178K +3,355 +46%
TWM
2342
Triton Wealth Management
Arizona
$607K +$31.9K +600 +6%
FFG
2343
Forum Finance Group
$606K
AT
2344
Avalon Trust
New Mexico
$604K -$31.9K -600 -5%
FA
2345
Fermata Advisors
California
$604K +$59.5K +1,118 +12%
IFU
2346
iSAM Funds (UK)
United Kingdom
$604K -$2.57M -48,326 -82%
RPGNY
2347
Retirement Planning Group (New York)
New York
$603K -$6.97K -131 -1%
TIA
2348
TCFG Investment Advisors
California
$603K -$14.3K -268 -2%
FFC
2349
First Financial Corp
Indiana
$603K
TIAA Trust, National Association
2350
TIAA Trust, National Association
North Carolina
$602K -$202K -3,801 -26%