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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1201
Lincoln National Corp
Pennsylvania
$902K -$25.4K -1,046 -3%
EM
1202
Excalibur Management
Massachusetts
$898K -$21.2K -875 -2%
ARMT
1203
Amica Retiree Medical Trust
Rhode Island
$894K – – –
EDRIA
1204
Edmonds Duncan Registered Investment Advisors
Kansas
$894K – – –
FHA
1205
Flagship Harbor Advisors
Massachusetts
$892K +$12.7K +524 +2%
CCC
1206
Chelsea Counsel Company
California
$891K – – –
BFA
1207
Bragg Financial Advisors
North Carolina
$886K -$172K -7,092 -17%
PG
1208
PEAK6 Group
Illinois
$884K -$8.55M -352,526 -91%
VC
1209
Vicus Capital
Pennsylvania
$881K -$30.2K -1,246 -3%
CSA
1210
Cottage Street Advisors
Massachusetts
$880K – – –
LG
1211
Leuthold Group
Minnesota
$878K +$841K +34,643 New
JIP
1212
Jaffetilchin Investment Partners
Florida
$874K +$72.8K +2,998 +10%
GP
1213
Girard Partners
Pennsylvania
$867K +$11.4K +471 +1%
BA
1214
Broadview Advisors
Wisconsin
$865K +$607 +25 +0.1%
FNFDCM
1215
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$863K +$32.8K +1,350 +4%
RCA
1216
Rex Capital Advisors
Rhode Island
$862K +$14.4K +593 +2%
JFL
1217
Jarislowsky, Fraser Ltd
Quebec, Canada
$862K +$826K +34,026 New
BFEC
1218
Benjamin F. Edwards & Company
Missouri
$854K -$41.2K -1,697 -5%
FBC
1219
Fairfield, Bush & Co
Connecticut
$850K +$181K +7,454 +29%
MSFP
1220
Mark Sheptoff Financial Planning
Connecticut
$849K +$578K +23,800 +246%
SAM
1221
Sawgrass Asset Management
Florida
$846K -$17K -700 -2%
MGIA
1222
Moneta Group Investment Advisors
Missouri
$844K +$26.5K +1,091 +3%
NHC
1223
Nicholas Hoffman & Company
Georgia
$844K +$190K +7,815 +31%
KC
1224
Kingfisher Capital
North Carolina
$841K -$10.1K -418 -1%
GWM
1225
GSB Wealth Management
Connecticut
$838K +$3.79K +156 +0.5%
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