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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
951
CPWM LLC
Washington
$736K +$460K +27,889 +181%
SOAMC
952
Spirit of America Management Corp
New York
$734K – – –
PVWM
953
Point View Wealth Management
New Jersey
$727K +$102K +6,217 +17%
SCM
954
Sandler Capital Management
New York
$727K +$704K +42,690 New
VFA
955
Voya Financial Advisors
Connecticut
$726K -$15.2K -925 -2%
ASN
956
Advisory Services Network
Georgia
$726K +$38.1K +2,312 +6%
IIC
957
Ironwood Investment Counsel
Arizona
$715K -$9.51K -577 -1%
LWCFA
958
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$710K +$8.24K +500 +1%
HI
959
Hudock Inc
Pennsylvania
$709K -$14.1K -857 -2%
GWCM
960
Godshalk Welsh Capital Management
Pennsylvania
$702K +$24.7K +1,500 +4%
AWS
961
Aris Wealth Services
Pennsylvania
$697K +$53.6K +3,254 +9%
DWM
962
Destination Wealth Management
California
$697K +$675K +40,949 New
HIC
963
Holderness Investments Company
North Carolina
$696K +$39.2K +2,378 +6%
BFA
964
Bragg Financial Advisors
North Carolina
$690K +$8.55K +519 +1%
IT
965
Investors Trust
Texas
$686K – – –
CCFCSB
966
Cape Cod Five Cents Savings Bank
Massachusetts
$682K -$280K -16,960 -30%
BOC
967
Barbara Oil Co
Illinois
$681K – – –
GG
968
Gofen & Glossberg
Illinois
$681K +$9.38K +569 +1%
SBH
969
Segall Bryant & Hamill
Illinois
$678K -$19.3K -1,170 -3%
CI
970
Cowen Inc
New York
$671K – – –
BW
971
Bison Wealth
Georgia
$668K -$68K -4,129 -10%
BOTW
972
Bank of the West
California
$668K +$4.52K +274 +0.7%
OPTFSNA
973
Old Point Trust & Financial Services N A
Virginia
$665K – – –
TSWM
974
Triangle Securities Wealth Management
North Carolina
$663K +$18.1K +1,096 +3%
BO
975
Bank OZK
Arkansas
$660K +$126K +7,640 +25%
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39
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