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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
1051
Portland Investment Counsel
Ontario, Canada
$389K – – –
BRWM
1052
B. Riley Wealth Management
Tennessee
$379K -$6.75K -424 -2%
AA
1053
Ancora Advisors
Ohio
$378K +$1.19K +75 +0.3%
WFG
1054
Wills Financial Group
Virginia
$374K -$60.4K -3,794 -15%
JWA
1055
JFS Wealth Advisors
Pennsylvania
$373K -$63.8K -4,010 -15%
CIS
1056
Connors Investor Services
Pennsylvania
$373K -$13.5K -850 -4%
DCLA
1057
Douglas C. Lane & Associates
New York
$371K +$13.4K +841 +4%
WEC
1058
Winslow Evans & Crocker
Massachusetts
$369K +$38.8K +2,435 +13%
CCM
1059
Cohen Capital Management
California
$369K – – –
WIS
1060
Wright Investors Service
Connecticut
$369K +$83.5K +5,246 +32%
EWM
1061
Evercore Wealth Management
New York
$368K +$15.9K +1,000 +5%
SPC
1062
Stewart & Patten Company
California
$368K +$344K +21,580 New
AFS
1063
Aft Forsyth & Sober
Florida
$366K – – –
MCM
1064
Manchester Capital Management
Vermont
$366K +$318 +20 +0.1%
UR
1065
USCA RIA
Texas
$363K +$140K +8,777 +70%
GW
1066
GW & Wade
Massachusetts
$358K -$22.3K -1,398 -6%
GHA
1067
GW Henssler & Associates
Georgia
$356K +$557 +35 +0.2%
ZIC
1068
ZWJ Investment Counsel
Georgia
$354K +$17.4K +1,093 +6%
EWA
1069
EP Wealth Advisors
California
$354K +$108K +6,768 +48%
LCM
1070
Lucas Capital Management
New Jersey
$353K +$1.75K +110 +0.5%
VC
1071
Vicus Capital
Pennsylvania
$353K +$58.2K +3,658 +21%
CAS
1072
CTC Alternative Strategies
Illinois
$351K -$584K -36,700 -64%
MCM
1073
Maryland Capital Management
Maryland
$351K +$30.2K +1,898 +10%
SCM
1074
Shapiro Capital Management
Georgia
$350K – – –
PHAM
1075
Palisades Hudson Asset Management
Florida
$348K +$80.8K +5,076 +33%
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