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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
701
Nicola Wealth Management
British Columbia, Canada
$6.33M +$6.63M +211,000 New
FTB
702
First Trust Bank
Bahamas
$6.32M – – –
SC
703
Searle & Co
Connecticut
$6.31M – – –
HBWM
704
Hollow Brook Wealth Management
New York
$6.3M -$748K -23,817 -10%
MAM
705
Mark Asset Management
New York
$6.25M +$329K +10,482 +5%
AA
706
Antipodean Advisors
New York
$6.24M -$1.82M -58,000 -22%
RC
707
Roundview Capital
New Jersey
$6.24M +$350K +11,140 +6%
HFS
708
HL Financial Services
Kentucky
$6.24M -$4.81M -152,991 -42%
SCM
709
Schnieders Capital Management
California
$6.23M +$487K +15,519 +8%
BCM
710
Bourgeon Capital Management
Connecticut
$6.23M +$2.06M +65,480 +46%
RIM
711
Rampart Investment Management
Connecticut
$6.21M +$6.51M +207,250 New
CFG
712
Cambridge Financial Group
Ohio
$6.21M -$611K -19,436 -9%
EFS
713
Essex Financial Services
Connecticut
$6.19M -$324K -10,328 -5%
MA
714
Montag & Associates
Georgia
$6.16M -$2.11M -67,160 -25%
SB
715
Simmons Bank
Arkansas
$6.15M +$1.08M +34,418 +20%
ASN
716
Advisory Services Network
Georgia
$6.15M +$1.24M +39,449 +24%
SCM
717
Stellar Capital Management
Arizona
$6.14M -$513K -16,320 -7%
RAM
718
Roanoke Asset Management
New Jersey
$6.14M -$140K -4,455 -2%
RG
719
Rathbones Group
United Kingdom
$6.11M +$494K +15,740 +8%
CRCM
720
Crystal Rock Capital Management
Illinois
$6.07M – – –
MWM
721
Meridian Wealth Management
Kentucky
$6.02M +$1.63M +52,049 +35%
MCA
722
Mendon Capital Advisors
Florida
$6.02M -$7.85M -250,000 -55%
GAM
723
Gotham Asset Management
New York
$6.01M +$3.58M +113,862 +131%
GECH
724
Garnet Equity Capital Holdings
New York
$6M – – –
CCM
725
Channing Capital Management
Illinois
$5.96M +$12.2K +389 +0.2%
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