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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1151
IRON Financial
Illinois
$333K -$81.8K -4,779 -20%
EWMCB
1152
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$332K +$318K +18,576 New
MWP
1153
MYCIO Wealth Partners
Pennsylvania
$330K +$28K +1,636 +10%
JCM
1154
Janney Capital Management
Pennsylvania
$330K +$96.8K +5,654 +44%
RVP
1155
Relative Value Partners
Illinois
$326K – – –
AI
1156
Analytic Investors
California
$325K +$311K +18,178 New
LH
1157
Lebenthal Holdings
New York
$324K +$310K +18,106 New
PRC
1158
Platte River Capital
Colorado
$323K -$539K -31,520 -64%
TCM
1159
Tradewinds Capital Management
Washington
$323K +$34K +1,986 +12%
WAM
1160
Weatherly Asset Management
California
$320K +$7.44K +435 +2%
AWP
1161
Ascent Wealth Partners
New York
$320K +$7.97K +466 +3%
SM
1162
Stratton Management
Pennsylvania
$319K +$305K +17,824 New
JIM
1163
Jupiter Investment Management
United Kingdom
$318K +$240K +14,052 +375%
CPSAC
1164
Chas P. Smith & Associates (CPS)
Florida
$317K -$171K -10,000 -36%
SSWM
1165
Sheets Smith Wealth Management
North Carolina
$316K +$137 +8 +0%
LOCC
1166
Lombard Odier & Cie (Canada)
Quebec, Canada
$315K -$541K -31,600 -64%
MCA
1167
Mercer Capital Advisers
New Jersey
$313K +$300K +17,502 New
MIM
1168
Midwest Investment Management
Ohio
$310K – – –
SFT
1169
Simmons First Trust
Arkansas
$310K +$296K +17,321 New
HH
1170
Hilltop Holdings
Texas
$309K -$31.4K -1,835 -10%
CAM
1171
Concorde Asset Management
Michigan
$306K +$333K +19,433 New
FCB
1172
First Citizens Bancorporation
South Carolina
$304K +$11.8K +690 +4%
TDC
1173
Thompson Davis & Co
Virginia
$302K -$663K -38,768 -70%
LBC
1174
Lowe Brockenbrough & Co
Virginia
$302K -$40K -2,335 -12%
CAM
1175
Centre Asset Management
New York
$302K – – –
45 46
47
48 49