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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
1176
Coyle Financial Counsel
Illinois
$192K +$194K +12,500 New
CEP
1177
Chicago Equity Partners
Illinois
$191K -$45.4M -2,923,850 -100%
NA
1178
Nottingham Advisors
New York
$190K – – –
JCM
1179
Janney Capital Management
Pennsylvania
$190K +$192K +12,383 New
RCM
1180
Reynolds Capital Management
Nevada
$189K -$57.5K -3,700 -23%
GP
1181
Girard Partners
Pennsylvania
$187K -$55.4K -3,567 -23%
HR
1182
Howe & Rusling
New York
$186K -$241K -15,505 -90%
BEAM
1183
Baker Ellis Asset Management
Washington
$185K -$4.66K -300 -2%
BHWM
1184
Bar Harbor Wealth Management
New Hampshire
$184K -$38.1K -2,450 -17%
GAM
1185
Gemmer Asset Management
California
$184K -$497 -32 -0.3%
DWT
1186
Dorsey & Whitney Trust
South Dakota
$184K +$4.49K +289 +2%
LOCC
1187
Lombard Odier & Cie (Canada)
Quebec, Canada
$183K – – –
WA
1188
WBH Advisory
Maryland
$182K – – –
KCM
1189
Kornitzer Capital Management
Kansas
$181K +$14.9K +962 +9%
DJSG
1190
D.J. St. Germain
Massachusetts
$180K -$1.63K -105 -0.9%
HSA
1191
HBK Sorce Advisory
Pennsylvania
$179K -$5.71K -368 -3%
YIA
1192
YHB Investment Advisors
Connecticut
$179K +$15.6K +1,006 +9%
PI
1193
Panthera Investment
Germany
$178K +$180K +11,560 New
AT
1194
Arden Trust
Delaware
$176K -$7.44K -479 -4%
DT
1195
Diversified Trust
Tennessee
$176K +$178K +11,465 New
FCH
1196
Freestone Capital Holdings
Washington
$175K – – –
VIA
1197
Vantage Investment Advisors
Pennsylvania
$175K +$15.8K +1,016 +10%
BOS
1198
Bingham Osborn & Scarborough
California
$175K +$17.2K +1,110 +11%
AWM
1199
Avior Wealth Management
Nebraska
$175K +$46.6K +3,001 +36%
DWA
1200
Douglass Winthrop Advisors
New York
$174K +$777 +50 +0.4%
46 47
48
49 50