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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
976
Chelsea Counsel Company
California
$568K – – –
PL
977
Perpetual Ltd
Australia
$568K +$135K +8,000 +32%
PWLP
978
Prio Wealth Limited Partnership
Massachusetts
$567K +$50.5K +3,000 +10%
RC
979
RegentAtlantic Capital
New Jersey
$566K +$243K +14,465 +79%
MSU
980
Maple Securities USA
New Jersey
$565K -$100K -5,944 -15%
SCI
981
S&CO Inc
Massachusetts
$565K – – –
LCP
982
Legacy Capital Partners
Wisconsin
$561K +$65.6K +3,900 +14%
PFBT
983
Parkside Financial Bank & Trust
Missouri
$559K +$71K +4,221 +15%
AF
984
Allworth Financial
California
$556K -$28.9K -1,719 -5%
SLA
985
Silver Lake Advisory
Utah
$556K +$269 +16 +0%
PAMG
986
Patton Albertson Miller Group
Tennessee
$556K +$291K +17,313 +115%
ASN
987
Advisory Services Network
Georgia
$554K +$343K +20,366 +172%
RCA
988
Rex Capital Advisors
Rhode Island
$550K – – –
WP
989
WMS Partners
Maryland
$544K +$99.8K +5,930 +23%
CFA
990
CT Financial Advisors
Pennsylvania
$542K +$593K +35,250 New
VCAM
991
Van Cleef Asset Management
Ohio
$541K – – –
BB
992
Busey Bank
Illinois
$539K +$43.7K +2,600 +9%
EWA
993
Exencial Wealth Advisors
Oklahoma
$537K +$14.4K +857 +3%
FHC
994
First Heartland Consultants
Missouri
$535K -$40.9K -2,429 -7%
MCM
995
MAI Capital Management
Ohio
$534K +$19.7K +1,170 +4%
ISL
996
Ingalls & Snyder LLC
New York
$530K -$26.9K -1,601 -5%
BC
997
Banced Corp
Illinois
$530K -$12.9K -768 -2%
EB
998
Eastern Bank
Massachusetts
$525K -$39.5K -2,348 -7%
BP
999
Ballentine Partners
Massachusetts
$524K +$11.7K +696 +2%
RNS
1000
Robert N. Shapiro
$519K -$68.1K -4,050 -12%
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40
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