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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1226
Excalibur Management
Massachusetts
$176K +$165K +10,343 New
JWBC
1227
J.W. Burns & Co
New York
$175K -$46.6K -2,924 -22%
AT
1228
Arden Trust
Delaware
$171K -$21.6K -1,356 -12%
CCMU
1229
Cheyne Capital Management (UK)
United Kingdom
$171K – – –
BCM
1230
Blenheim Capital Management
New Jersey
$171K +$159K +10,000 New
OAM
1231
Orinda Asset Management
California
$171K +$160K +10,018 New
CRC
1232
Curi RMB Capital
Illinois
$171K +$160K +10,046 New
IAM
1233
ICM Asset Management
Washington
$170K – – –
SCM
1234
Silver Capital Management
New York
$170K – – –
JIC
1235
Joel Isaacson & Co
New York
$169K +$159 +10 +0.1%
KTC
1236
Kistler-Tiffany Companies
Pennsylvania
$163K +$18.9K +1,189 +14%
JFA
1237
JNBA Financial Advisors
Minnesota
$162K +$77.8K +4,887 +106%
RFS
1238
Rockefeller Financial Services
New York
$155K -$19.6K -1,231 -12%
TWA
1239
TCI Wealth Advisors
Arizona
$152K -$8.39K -527 -6%
NC
1240
NewSquare Capital
Pennsylvania
$148K – – –
FNBSF
1241
First National Bank Sioux Falls
South Dakota
$142K – – –
KT
1242
Kanaly Trust
Texas
$142K – – –
SC
1243
Saturna Capital
Washington
$136K – – –
BBPWM
1244
Blue Bell Private Wealth Management
Pennsylvania
$136K +$33.9K +2,132 +37%
RFA
1245
Reilly Financial Advisors
California
$134K -$34.9K -2,194 -22%
AC
1246
Alexandria Capital
Virginia
$134K +$111 +7 +0.1%
NYLT
1247
New York Life Trust
New York
$131K +$4.04K +254 +3%
HPBT
1248
High Point Bank & Trust
North Carolina
$128K -$7.15K -449 -6%
VNB
1249
Valley National Bancorp
New York
$127K -$6.37K -400 -5%
ACP
1250
Aviance Capital Partners
Florida
$117K +$1.61M +100,932 New
48 49
50
51 52