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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
976
Dorsey & Whitney Trust
South Dakota
$4.54M +$7.27K +149 +0.2%
SAG
977
SageView Advisory Group
California
$4.54M +$310K +6,363 +8%
PMG
978
ProVise Management Group
Florida
$4.53M +$211K +4,316 +5%
SB
979
Strategic Blueprint
Georgia
$4.52M +$130K +2,672 +3%
AAI
980
American Assets Inc
California
$4.51M – – –
CGIM
981
Capital Group Investment Management
Singapore
$4.5M -$35.3K -724 -0.8%
PT
982
Plimoth Trust
Massachusetts
$4.49M -$206K -4,232 -5%
IAS
983
Insigneo Advisory Services
Florida
$4.49M -$44.4K -911 -1%
HCM
984
Hollencrest Capital Management
California
$4.48M +$4.88K +100 +0.1%
NSEDCP
985
NJ State Employees Deferred Compensation Plan
New Jersey
$4.47M – – –
RC
986
Roundview Capital
New Jersey
$4.44M +$69.3K +1,420 +2%
CIP
987
Convergence Investment Partners
Florida
$4.43M +$331K +6,794 +9%
MIP
988
Marietta Investment Partners
Wisconsin
$4.4M +$54.3K +1,113 +1%
LAM
989
Lakewood Asset Management
Illinois
$4.39M +$21.8K +447 +0.5%
SCM
990
Silvant Capital Management
Georgia
$4.39M -$813K -16,659 -16%
BKA
991
Brick & Kyle Associates
Pennsylvania
$4.38M -$2.96M -60,617 -66%
DJYG
992
David J. Yvars Group
Florida
$4.38M – – –
SIA
993
SeaBridge Investment Advisors
New Jersey
$4.38M +$190K +3,887 +5%
CAIM
994
Catherine Avery Investment Management
Florida
$4.36M +$737K +15,117 +22%
NW
995
Naviter Wealth
Arkansas
$4.33M +$144K +2,948 +4%
KCM
996
Kornitzer Capital Management
Kansas
$4.32M +$21.4K +439 +0.5%
CWM
997
Cordatus Wealth Management
Pennsylvania
$4.32M +$24.3K +498 +0.6%
BIA
998
Beacon Investment Advisors
Maryland
$4.32M +$13.6K +279 +0.3%
WAM
999
Wernau Asset Management
Massachusetts
$4.31M -$115K -2,353 -3%
RMAM
1000
Raab & Moskowitz Asset Management
New Jersey
$4.31M +$390 +8 +0%
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40
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