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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1176
Cottage Street Advisors
Massachusetts
$767K +$249K +12,925 +59%
BAM
1177
Brave Asset Management
New Jersey
$762K -$111K -5,750 -14%
SFA
1178
Sequoia Financial Advisors
Ohio
$757K +$11.8K +615 +2%
EDRIA
1179
Edmonds Duncan Registered Investment Advisors
Kansas
$756K -$327 -17 -0%
RFS
1180
Rockefeller Financial Services
New York
$753K – – –
SAM
1181
Sawgrass Asset Management
Florida
$753K +$38.5K +2,000 +6%
MC
1182
Middleton & Co
Massachusetts
$746K -$118K -6,135 -15%
MHIC
1183
Marble Harbor Investment Counsel
Massachusetts
$743K – – –
KC
1184
Kingfisher Capital
North Carolina
$743K +$1.56K +81 +0.2%
PCM
1185
Palisade Capital Management
New Jersey
$743K +$453K +23,500 +233%
FBC
1186
Fairfield, Bush & Co
Connecticut
$732K – – –
CCC
1187
Chelsea Counsel Company
California
$730K +$4.82K +250 +0.8%
FHA
1188
Flagship Harbor Advisors
Massachusetts
$727K +$621K +32,234 New
GWM
1189
GSB Wealth Management
Connecticut
$723K +$630K +32,724 New
BKA
1190
Brick & Kyle Associates
Pennsylvania
$718K -$6.22K -323 -1%
BL
1191
Balentine LLC
Georgia
$718K +$193 +10 +0%
BB
1192
Busey Bank
Illinois
$713K -$29.1K -1,511 -4%
SAM
1193
Strategy Asset Managers
California
$713K -$9.63K -500 -2%
AIM
1194
Aspen Investment Management
Michigan
$713K -$5.78K -300 -0.9%
KA
1195
Kovack Advisors
Florida
$708K -$93.6K -4,858 -13%
AFS
1196
Amtrust Financial Services
New York
$707K +$616K +32,000 New
AIM
1197
Avity Investment Management
Connecticut
$706K -$38.5K -2,000 -6%
LWM
1198
LBA Wealth Management
Florida
$706K -$26K -1,350 -4%
SIM
1199
SSI Investment Management
California
$706K -$1K -52 -0.2%
FHC
1200
First Heartland Consultants
Missouri
$705K -$115K -5,990 -16%
46 47
48
49 50