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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1201
Middleton & Co
Massachusetts
$828K -$11.7K -500 -1%
BA
1202
Broadview Advisors
Wisconsin
$827K -$332K -14,250 -29%
SAM
1203
Sawgrass Asset Management
Florida
$827K – – –
GAM
1204
Griffin Asset Management
New York
$824K +$792K +33,974 New
BL
1205
Balentine LLC
Georgia
$822K – – –
GG
1206
Gofen & Glossberg
Illinois
$821K +$12.1K +521 +2%
ST
1207
Sentinel Trust
Texas
$818K -$226K -9,698 -22%
GP
1208
Girard Partners
Pennsylvania
$818K +$109K +4,676 +16%
KC
1209
Kingfisher Capital
North Carolina
$815K +$232K +9,969 +42%
RCA
1210
Rex Capital Advisors
Rhode Island
$811K +$70.2K +3,010 +10%
EDRIA
1211
Edmonds Duncan Registered Investment Advisors
Kansas
$809K -$15K -644 -2%
PAG
1212
Private Advisory Group
Washington
$808K +$196K +8,391 +34%
SGAM
1213
Steinberg Global Asset Management
Florida
$799K -$502K -21,547 -40%
GWM
1214
GSB Wealth Management
Connecticut
$799K +$2.45K +105 +0.3%
IIM
1215
Intact Investment Management
Quebec, Canada
$798K – – –
CAM
1216
Covenant Asset Management
New Jersey
$797K – – –
GBT
1217
Grove Bank & Trust
Florida
$797K +$413K +17,695 +117%
SFA
1218
Sequoia Financial Advisors
Ohio
$796K -$31.5K -1,350 -4%
MMG
1219
Monetary Management Group
Missouri
$796K +$140K +6,000 +22%
FNFDCM
1220
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$793K -$9.33K -400 -1%
CD
1221
Carl Domino
Florida
$792K -$25.6K -1,100 -3%
SWA
1222
Sutton Wealth Advisors
Florida
$790K +$9.28K +398 +1%
EWM
1223
Evercore Wealth Management
New York
$790K -$115K -4,926 -13%
KJHP
1224
K.J. Harrison & Partners
Ontario, Canada
$788K -$373K -16,019 -33%
AFP
1225
Ausdal Financial Partners
Iowa
$783K -$25.8K -1,107 -3%
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