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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1051
CT Financial Advisors
Pennsylvania
$552K
IC
1052
Inverness Counsel
New York
$550K -$13.5M -905,294 -96%
EDRIA
1053
Edmonds Duncan Registered Investment Advisors
Kansas
$549K +$15 +1 +0%
NB
1054
NBT Bank
New York
$548K +$51K +3,428 +11%
BFA
1055
Bragg Financial Advisors
North Carolina
$546K -$13.4K -900 -3%
EWM
1056
Evercore Wealth Management
New York
$544K +$107K +7,175 +26%
TPWA
1057
TRUE Private Wealth Advisors
Oregon
$543K -$93.5K -6,277 -15%
SFFS
1058
Stonehage Fleming Financial Services
Jersey
$542K -$107K -7,200 -17%
RGNCM
1059
R.G. Niederhoffer Capital Management
New York
$541K +$515K +34,600 New
LAM
1060
Lebenthal Asset Management
New York
$540K +$33.8K +2,270 +7%
RFS
1061
Rockefeller Financial Services
New York
$533K
PCC
1062
Park Circle Company
Maryland
$532K
BB
1063
Busey Bank
Illinois
$529K -$10.5K -702 -2%
OPCM
1064
Osborne Partners Capital Management
California
$528K -$22.3K -1,499 -4%
SFA
1065
Sequoia Financial Advisors
Ohio
$527K +$33.8K +2,267 +7%
MHIC
1066
Marble Harbor Investment Counsel
Massachusetts
$526K +$119K +8,000 +31%
FNFDCM
1067
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$525K
KC
1068
Kingfisher Capital
North Carolina
$525K +$165K +11,100 +50%
LWM
1069
LBA Wealth Management
Florida
$521K -$3.35K -225 -0.7%
GIA
1070
GHP Investment Advisors
Colorado
$519K -$51.9K -3,486 -10%
FBC
1071
Fairfield, Bush & Co
Connecticut
$518K +$493K +33,100 New
FRM
1072
Fox Run Management
Connecticut
$515K +$195K +13,100 +66%
CCC
1073
Chelsea Counsel Company
California
$513K -$3.75K -252 -0.8%
BKA
1074
Brick & Kyle Associates
Pennsylvania
$513K +$134 +9 +0%
Cetera Investment Advisers
1075
Cetera Investment Advisers
Illinois
$513K +$2.84K +191 +0.6%