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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Court Place Advisors
Maryland
$1.64M – – –
RSS
752
Rosenblum Silverman Sutton
California
$1.64M +$63.9K +3,800 +4%
NSEDCP
753
NJ State Employees Deferred Compensation Plan
New Jersey
$1.64M – – –
IIA
754
IPG Investment Advisors
California
$1.63M +$1.06M +63,200 +204%
KFS
755
KMS Financial Services
Washington
$1.62M +$479K +28,448 +43%
SAA
756
Southeast Asset Advisors
Georgia
$1.59M +$50 +3 +0%
AAIM
757
American Assets Investment Management
California
$1.58M +$117K +6,960 +8%
WTIM
758
Wilmington Trust Investment Management
Delaware
$1.57M -$1.47M -87,200 -49%
IAS
759
INR Advisory Services
Pennsylvania
$1.57M -$644K -38,265 -30%
ACM
760
Aviance Capital Management
Florida
$1.56M +$1.44M +85,411 +1,595%
JPMIA
761
J.P. Marvel Investment Advisors
Massachusetts
$1.55M -$76K -4,520 -5%
CAI
762
Capital Advisors Inc
Oklahoma
$1.55M -$3.95K -235 -0.3%
CWP
763
Capital Wealth Planning
Florida
$1.54M +$995K +59,120 +193%
BAM
764
Berkshire Asset Management
Pennsylvania
$1.53M +$24.4K +1,450 +2%
SCM
765
Schnieders Capital Management
California
$1.52M +$356K +21,150 +31%
AAM
766
AR Asset Management
California
$1.51M – – –
PMAM
767
Picton Mahoney Asset Management
Ontario, Canada
$1.49M -$252K -15,000 -15%
MC
768
Mathes Company
New York
$1.48M -$16.8K -1,000 -1%
GIM
769
Guardian Investment Management
California
$1.46M +$1.43M +85,000 New
BFG
770
Bouchey Financial Group
New York
$1.46M +$35.9K +2,135 +3%
CCM
771
Covington Capital Management
California
$1.45M -$37K -2,200 -3%
AIU
772
Algebris Investments (UK)
United Kingdom
$1.45M – – –
CFA
773
Carroll Financial Associates
North Carolina
$1.45M +$338K +20,114 +31%
OPCM
774
Osborne Partners Capital Management
California
$1.45M +$50 +3 +0%
MA
775
Marshwinds Advisory
Georgia
$1.45M +$292K +17,375 +26%
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