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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
Trafelet Capital Management
New York
$226K +$239K +17,000 New
UAS
1227
United Asset Strategies
New York
$225K -$67.1K -4,777 -22%
JFA
1228
JNBA Financial Advisors
Minnesota
$225K -$7.89K -562 -3%
WAM
1229
Weatherly Asset Management
California
$225K +$70 +5 +0%
CPSAC
1230
Chas P. Smith & Associates (CPS)
Florida
$225K +$51.4K +3,660 +28%
PV
1231
Private Vista
Illinois
$224K +$238K +16,953 New
MCA
1232
Mercer Capital Advisers
New Jersey
$222K +$169 +12 +0.1%
HCC
1233
Hirtle Callaghan & Co
Pennsylvania
$221K -$27.5K -1,957 -11%
NEPWA
1234
New England Private Wealth Advisors
Massachusetts
$221K -$7.15K -509 -3%
RWA
1235
Ropes Wealth Advisors
Massachusetts
$221K +$48.2K +3,432 +26%
VIA
1236
Vident Investment Advisory
Georgia
$221K +$234K +16,645 New
SGS
1237
Sterling Global Strategies
California
$220K -$17.4K -1,238 -7%
I2I
1238
Insight 2811 Inc
Illinois
$220K – – –
AHC
1239
Adell Harriman & Carpenter
Texas
$220K -$2.88K -205 -1%
MWM
1240
Mission Wealth Management
California
$219K -$3.51K -250 -1%
BIG
1241
Bellwether Investment Group
Tennessee
$219K +$232K +16,505 New
VDI
1242
Vaughan David Investments
Illinois
$218K -$2.11K -150 -0.9%
MCM
1243
Maryland Capital Management
Maryland
$218K +$70.2K +5,000 +44%
BCM
1244
Becker Capital Management
Oregon
$217K – – –
NYLT
1245
New York Life Trust
New York
$216K -$29.9K -2,127 -12%
SCA
1246
Stonebridge Capital Advisors
Minnesota
$216K -$26.7K -1,900 -10%
AWM
1247
Avior Wealth Management
Nebraska
$215K +$492 +35 +0.2%
AWM
1248
AllSquare Wealth Management
New York
$214K +$32.3K +2,300 +17%
OLA
1249
Oliver Luxxe Assets
New Jersey
$213K +$225K +16,038 New
HFM
1250
Hartford Financial Management
Connecticut
$211K -$5.42K -386 -2%
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