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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
976
WMS Partners
Maryland
$612K -$39.3K -2,449 -6%
GWCM
977
Godshalk Welsh Capital Management
Pennsylvania
$612K +$43.4K +2,700 +7%
SS
978
Sunbelt Securities
Texas
$608K +$141M +8,755,580 +1,444%
GG
979
Gofen & Glossberg
Illinois
$607K -$15.1K -939 -2%
CI
980
Cowen Inc
New York
$607K +$633K +39,426 New
OPTFSNA
981
Old Point Trust & Financial Services N A
Virginia
$602K +$145K +9,000 +30%
BOTW
982
Bank of the West
California
$599K +$98.6K +6,142 +19%
HIC
983
Holderness Investments Company
North Carolina
$593K +$68.9K +4,292 +13%
IT
984
Investors Trust
Texas
$590K – – –
MA
985
MCF Advisors
Kentucky
$584K +$1.75K +109 +0.3%
TSWM
986
Triangle Securities Wealth Management
North Carolina
$582K +$46.8K +2,911 +8%
AIM
987
Avity Investment Management
Connecticut
$580K -$64.4K -4,010 -10%
AWS
988
Aris Wealth Services
Pennsylvania
$580K +$67.6K +4,210 +13%
ISL
989
Ingalls & Snyder LLC
New York
$568K +$101K +6,300 +21%
MSFP
990
Mark Sheptoff Financial Planning
Connecticut
$567K -$193K -11,998 -25%
RC
991
RegentAtlantic Capital
New Jersey
$562K -$47.4K -2,952 -7%
PVWM
992
Point View Wealth Management
New Jersey
$562K +$96.1K +5,983 +20%
LOT
993
Lombard Odier Transatlantic
Quebec, Canada
$559K – – –
PFBT
994
Parkside Financial Bank & Trust
Missouri
$555K -$1.28K -80 -0.2%
CIA
995
Choate Investment Advisors
Massachusetts
$550K -$282K -17,573 -33%
DCLA
996
Douglas C. Lane & Associates
New York
$549K +$153K +9,557 +37%
CFA
997
CT Financial Advisors
Pennsylvania
$542K – – –
MHS
998
M Holdings Securities
Oregon
$542K -$29.3K -1,824 -5%
FHC
999
First Heartland Consultants
Missouri
$542K -$1.27K -79 -0.2%
AC
1000
Addison Capital
Pennsylvania
$536K -$2.41K -150 -0.4%
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40
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