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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JPMIA
726
J.P. Marvel Investment Advisors
Massachusetts
$4.25M – – –
CIC
727
Cornercap Investment Counsel
Georgia
$4.24M +$4.08M +174,775 New
FP
728
FDO Partners
Massachusetts
$4.23M +$4.07M +174,515 New
EWM
729
Edge Wealth Management
New York
$4.23M +$1.3M +55,589 +48%
QC
730
Quadrature Capital
United Kingdom
$4.23M +$2.97M +127,244 +271%
CFP
731
Cornerstone Financial Partners
North Carolina
$4.21M +$836K +35,867 +26%
TMAM
732
Tokio Marine Asset Management
Japan
$4.16M -$1.58M -67,775 -28%
BFS
733
Bradley Foster & Sargent
Connecticut
$4.15M -$102K -4,389 -3%
HAM
734
Highstreet Asset Management
Ontario, Canada
$4.15M +$1.24M +53,065 +45%
MFS
735
Monetta Financial Services
Illinois
$4.12M – – –
CLCM
736
Crawford Lake Capital Management
New Jersey
$4.12M +$3.96M +170,000 New
JAM
737
Jolley Asset Management
North Carolina
$4.07M +$59.3K +2,545 +2%
SB
738
Simmons Bank
Arkansas
$4.04M -$28K -1,200 -0.7%
NBC
739
Neuberger Berman Canada
Ontario, Canada
$4.04M -$109K -4,672 -3%
SPC
740
Sigma Planning Corp
Michigan
$4.04M -$146K -6,260 -4%
FIM
741
Frontier Investment Management
Texas
$4.03M -$220K -9,450 -5%
CCM
742
Coldstream Capital Management
Washington
$4.02M +$91.1K +3,909 +2%
HR
743
Howe & Rusling
New York
$4.01M -$8.09K -347 -0.2%
SCI
744
Stableford Capital II
Arizona
$3.98M -$40.8K -1,750 -1%
SGA
745
Strategic Global Advisors
California
$3.97M -$496K -21,260 -12%
RG
746
Rathbones Group
United Kingdom
$3.97M -$293K -12,579 -7%
PG
747
Pendal Group
Australia
$3.96M +$3.8M +163,141 New
SC
748
Scholtz & Company
Connecticut
$3.95M +$1.73M +74,225 +84%
LWM
749
Lyell Wealth Management
California
$3.92M +$423K +18,134 +13%
YIA
750
YHB Investment Advisors
Connecticut
$3.92M +$553K +23,729 +17%
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30
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