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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2351
Dougherty Wealth Advisers
Minnesota
$147K
Loomis, Sayles & Company
2352
Loomis, Sayles & Company
Massachusetts
$145K -$1.6M -38,964 -92%
WOC
2353
West Oak Capital
California
$143K +$41K +1,000 +41%
TFIPS
2354
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K +$20.5K +500 +17%
BAM
2355
Baldrige Asset Management
Pennsylvania
$141K +$140K +3,408 New
PWS
2356
Paragon Wealth Strategies
Florida
$136K +$135K +3,300 New
FP
2357
Financial Perspectives
Minnesota
$134K -$8.94K -218 -6%
GWSG
2358
GPS Wealth Strategies Group
Colorado
$132K +$47.5K +1,158 +57%
KC
2359
Knuff & Co
California
$130K
ONST
2360
Old North State Trust
North Carolina
$130K +$20.5K +500 +19%
CH
2361
Canton Hathaway
Rhode Island
$128K
AW
2362
Alaethes Wealth
Nevada
$123K +$122K +2,987 New
MWC
2363
MBM Wealth Consultants
Missouri
$122K
HIM
2364
Hillsdale Investment Management
Ontario, Canada
$117K -$18.9K -460 -14%
T
2365
TOBAM
France
$116K +$56.5K +1,378 +96%
RDFA
2366
Ritter Daniher Financial Advisory
Ohio
$116K +$82K +2,000 +244%
IRAG
2367
Investment Research & Advisory Group
Georgia
$114K +$12K +293 +12%
M
2368
MOTCO
Texas
$113K -$7.3K -178 -6%
BFA
2369
Brendel Financial Advisors
New Hampshire
$103K +$102K +2,500 New
SCM
2370
Sirios Capital Management
Massachusetts
$101K -$8.03K -196 -7%
JWM
2371
Janiczek Wealth Management
Colorado
$99K +$8.94K +218 +10%
EC
2372
Estate Counselors
Wisconsin
$98K
FCM
2373
Firestone Capital Management
Florida
$96K +$82 +2 +0.1%
BAM
2374
Barrett Asset Management
New York
$95K
CC
2375
Corsicana & Co
Texas
$92K +$91.7K +2,236 New