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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
601
Johnson Investment Counsel
Ohio
$9.13M +$244K +6,093 +3%
BFS
602
Bard Financial Services
Connecticut
$9.11M -$733K -18,295 -7%
GWMIA
603
Global Wealth Management Investment Advisory
Florida
$9.1M +$140K +3,486 +2%
PTC
604
Philadelphia Trust Company
Pennsylvania
$9.09M -$658K -16,414 -7%
AIM
605
Access Investment Management
Georgia
$8.93M – – –
UCFA
606
United Capital Financial Advisors
Texas
$8.91M +$105K +2,627 +1%
ERIM
607
Eagle Ridge Investment Management
Connecticut
$8.89M -$2K -50 -0%
SA
608
SpiderRock Advisors
Delaware
$8.87M -$987K -24,634 -10%
SDIC
609
South Dakota Investment Council
South Dakota
$8.86M -$2.45M -61,126 -21%
IAA
610
Independent Advisor Alliance
North Carolina
$8.77M +$440K +10,971 +5%
DR
611
Davis Rea
Ontario, Canada
$8.75M -$64.9K -1,620 -0.7%
CTC
612
Central Trust Company
Missouri
$8.75M -$1.25M -31,098 -12%
IHL
613
Investment House LLC
California
$8.75M -$274K -6,825 -3%
FA
614
Financial Avengers
California
$8.74M -$43K -1,074 -0.5%
TNBTD
615
Trustmark National Bank Trust Department
Mississippi
$8.74M +$987K +24,619 +13%
SFI
616
Siemens Fonds Invest
Germany
$8.7M -$78.9K -1,968 -0.9%
BG
617
Bollard Group
Massachusetts
$8.69M -$189K -4,712 -2%
CIM
618
Contravisory Investment Management
Massachusetts
$8.64M +$6.29K +157 +0.1%
WA
619
Waverly Advisors
Alabama
$8.62M +$770K +19,222 +10%
FFBTD
620
First Financial Bank - Trust Division
Ohio
$8.62M -$263K -6,557 -3%
RIA
621
RPG Investment Advisory
California
$8.61M -$55.1K -1,375 -0.6%
APA
622
Astoria Portfolio Advisors
New York
$8.59M -$164K -4,089 -2%
BCI
623
Brinker Capital Investments
Pennsylvania
$8.58M +$533K +13,292 +7%
OPS
624
Orion Portfolio Solutions
Nebraska
$8.58M +$533K +13,292 +7%
UOTTAIMCU
625
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.54M +$3.4M +84,810 +65%
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