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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1201
Security National Trust
West Virginia
$204K +$15.1K +949 +9%
UF
1202
Univest Financial
Pennsylvania
$203K -$8.84K -555 -4%
ST
1203
Spinnaker Trust
Maine
$201K +$188K +11,809 New
AWM
1204
Avior Wealth Management
Nebraska
$198K +$3.46K +217 +2%
AIA
1205
Arbor Investment Advisors
North Carolina
$198K +$6.5K +408 +4%
FCBT
1206
First Citizens Bank & Trust
North Carolina
$197K -$45.7K -2,869 -20%
ICM
1207
Ionic Capital Management
New York
$194K -$8.15M -512,070 -98%
FCH
1208
Freestone Capital Holdings
Washington
$194K – – –
VIA
1209
Vantage Investment Advisors
Pennsylvania
$194K – – –
BMO
1210
Beck Mack & Oliver
New York
$192K – – –
NFC
1211
Northeast Financial Consultants
Connecticut
$192K +$179K +11,234 New
IIM
1212
Ipswich Investment Management
Massachusetts
$191K +$178K +11,191 New
BOTW
1213
Bank of the West
California
$190K – – –
DAM
1214
Delta Asset Management
Tennessee
$189K – – –
OCM
1215
Oakwood Capital Management
California
$188K – – –
RT
1216
Reliance Trust
Georgia
$185K -$5.62K -353 -3%
SA
1217
Strategic Advisors
New York
$183K -$1.96K -123 -1%
WG
1218
Welch Group
Alabama
$183K +$31.9K +2,001 +23%
PFA
1219
Pure Financial Advisors
California
$182K -$151K -9,494 -47%
YIA
1220
YHB Investment Advisors
Connecticut
$182K -$15.5K -974 -8%
SJL
1221
Shayne & Jacobs LLC
Tennessee
$182K – – –
MWM
1222
Modera Wealth Management
New Jersey
$182K +$5.86K +368 +4%
KCPG
1223
Kavar Capital Partners Group
Kansas
$178K +$4.25K +267 +3%
MCC
1224
Mid Continent Capital
Illinois
$176K -$151K -9,500 -48%
PCM
1225
Palisade Capital Management
New Jersey
$176K +$3.18K +200 +2%
47 48
49
50 51