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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
951
Triangle Securities Wealth Management
North Carolina
$560K +$2.3K +148 +0.4%
PRA
952
Parametric Risk Advisors
Connecticut
$556K – – –
SCI
953
S&CO Inc
Massachusetts
$555K +$50.5K +3,250 +10%
HCC
954
Hirtle Callaghan & Co
Pennsylvania
$553K +$435 +28 +0.1%
CCT
955
Country Club Trust
Missouri
$553K +$106K +6,824 +23%
MPIA
956
Mountain Pacific Investment Advisers
Idaho
$551K – – –
AWA
957
AmeriServ Wealth Advisors
Pennsylvania
$543K -$146K -9,400 -21%
CMANY
958
Capital Management Associates (New York)
New York
$535K -$7.77K -500 -1%
ASN
959
Advisory Services Network
Georgia
$533K +$38.4K +2,474 +8%
PWLP
960
Prio Wealth Limited Partnership
Massachusetts
$526K +$19.4K +1,250 +4%
BCM
961
Bourgeon Capital Management
Connecticut
$525K +$155K +10,000 +41%
AF
962
Allworth Financial
California
$524K +$27.3K +1,755 +5%
PTC
963
Private Trust Company
Ohio
$521K +$143K +9,229 +37%
WP
964
WMS Partners
Maryland
$519K +$33.1K +2,130 +7%
AI
965
Atria Investments
North Carolina
$517K +$1.18K +76 +0.2%
FHC
966
First Heartland Consultants
Missouri
$511K +$33.3K +2,146 +7%
EWA
967
Exencial Wealth Advisors
Oklahoma
$509K -$10.7K -691 -2%
ANTB
968
AMG National Trust Bank
Colorado
$509K -$2.33K -150 -0.5%
SFU
969
Stonehage Fleming (UK)
United Kingdom
$504K -$30.6K -1,970 -6%
NEPWA
970
New England Private Wealth Advisors
Massachusetts
$504K -$16.8K -1,082 -3%
ACH
971
ArrowMark Colorado Holdings
Colorado
$501K +$506K +32,600 New
SLA
972
Silver Lake Advisory
Utah
$493K -$8.76K -564 -2%
NES
973
New England Securities
New York
$493K +$75.3K +4,847 +18%
RCA
974
Rex Capital Advisors
Rhode Island
$491K – – –
SBH
975
Segall Bryant & Hamill
Illinois
$490K +$64.8K +4,170 +15%
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