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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1201
Beck Mack & Oliver
New York
$173K – – –
AIA
1202
Arbor Investment Advisors
North Carolina
$173K +$31 +2 +0%
SEIA
1203
Signature Estate & Investment Advisors
California
$173K +$175K +11,242 New
BOTW
1204
Bank of the West
California
$172K -$8.54K -550 -5%
RT
1205
Reliance Trust
Georgia
$171K -$29.9K -1,926 -15%
DAM
1206
Delta Asset Management
Tennessee
$170K +$7.77K +500 +5%
SNT
1207
Security National Trust
West Virginia
$169K – – –
OCM
1208
Oakwood Capital Management
California
$169K +$12K +774 +8%
SA
1209
Strategic Advisors
New York
$167K -$19.8K -1,274 -11%
NIM
1210
NuWave Investment Management
New Jersey
$166K +$53.9K +3,468 +47%
SJL
1211
Shayne & Jacobs LLC
Tennessee
$164K – – –
IAA
1212
Ironsides Asset Advisors
North Carolina
$164K +$166K +10,662 New
ST
1213
Semper Trust
Pennsylvania
$164K +$166K +10,700 New
SFG
1214
SNS Financial Group
Minnesota
$162K -$27.7K -1,786 -15%
SCM
1215
Suffolk Capital Management
New York
$162K +$164K +10,570 New
SWM
1216
SVA Wealth Management
Wisconsin
$160K -$16.5K -1,062 -9%
MWM
1217
Modera Wealth Management
New Jersey
$159K – – –
RFS
1218
Rockefeller Financial Services
New York
$159K +$19.1K +1,231 +14%
B
1219
Bailard
California
$158K -$18.2K -1,175 -10%
FNBOMD
1220
First National Bank of Mount Dora
Florida
$157K -$6.21K -400 -4%
GAM
1221
Gotham Asset Management
New York
$157K +$159K +10,230 New
KCPG
1222
Kavar Capital Partners Group
Kansas
$156K -$19.4K -1,250 -11%
RFA
1223
Reilly Financial Advisors
California
$156K +$26.1K +1,679 +20%
TTWM
1224
TCV Trust & Wealth Management
Virginia
$156K +$157K +10,133 New
PCM
1225
Palisade Capital Management
New Jersey
$155K – – –
47 48
49
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