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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1126
Waldron Private Wealth
Pennsylvania
$384K -$49.4K -3,658 -11%
AAM
1127
Augustine Asset Management
Florida
$383K +$31.7K +2,350 +10%
MBA
1128
McQueen Ball & Associates
Pennsylvania
$382K – – –
MWM
1129
Modera Wealth Management
New Jersey
$382K +$28.6K +2,122 +8%
BRWM
1130
B. Riley Wealth Management
Tennessee
$381K +$154K +11,401 +68%
HW
1131
Hancock Whitney
Mississippi
$380K -$14.8K -1,100 -4%
CIA
1132
Choate Investment Advisors
Massachusetts
$374K -$347K -25,693 -48%
GJIC
1133
Gamble Jones Investment Counsel
California
$373K -$8.69K -644 -2%
SAM
1134
Sawgrass Asset Management
Florida
$371K +$371K +27,459 New
CAM
1135
Congress Asset Management
Massachusetts
$370K +$39.4K +2,917 +12%
BAS
1136
Brown Advisory Securities
Maryland
$369K -$2.08K -154 -0.6%
UR
1137
USCA RIA
Texas
$368K +$81K +6,000 +28%
AIM
1138
Aspen Investment Management
Michigan
$367K +$11.8K +875 +3%
BKA
1139
Brick & Kyle Associates
Pennsylvania
$367K +$42.9K +3,178 +13%
CCM
1140
Cohen Capital Management
California
$365K – – –
PIC
1141
Portland Investment Counsel
Ontario, Canada
$365K +$138K +10,258 +61%
CCM
1142
Cutler Capital Management
Massachusetts
$365K +$243K +18,000 +200%
TDC
1143
Thompson Davis & Co
Virginia
$363K -$205K -15,189 -36%
VCAM
1144
Van Cleef Asset Management
Ohio
$363K – – –
PLFAM
1145
Pineno Levin & Ford Asset Management
Virginia
$362K +$5.58K +413 +2%
CFG
1146
CKW Financial Group
Hawaii
$361K +$17.5K +1,300 +5%
SIC
1147
Shoker Investment Counsel
Ohio
$359K -$18.1K -1,344 -5%
BIA
1148
Barry Investment Advisors
Massachusetts
$358K +$94 +7 +0%
CSA
1149
Cottage Street Advisors
Massachusetts
$357K -$108K -8,000 -23%
GCMG
1150
Gyroscope Capital Management Group
Florida
$357K +$357K +26,416 New
44 45
46
47 48