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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WVP
1226
Worth Venture Partners
New Jersey
$648K +$564K +29,306 New
MMPW
1227
Mitchell McLeod Pugh & Williams
Alabama
$647K +$107K +5,560 +23%
AF
1228
Allworth Financial
California
$642K -$28K -1,453 -5%
TCM
1229
Tuttle Capital Management
Connecticut
$642K +$560K +29,060 New
SBSB
1230
Sullivan, Bruyette, Speros & Blaney
Virginia
$638K +$29.3K +1,520 +6%
CG
1231
Caprock Group
Idaho
$633K -$179K -9,276 -24%
DI
1232
Diligent Investors
California
$632K -$19.9K -1,031 -3%
PP
1233
Pegasus Partners
Wisconsin
$631K +$550K +28,552 New
GT
1234
Greenleaf Trust
Michigan
$628K +$131K +6,785 +31%
MBA
1235
McQueen Ball & Associates
Pennsylvania
$624K – – –
CBA
1236
Coastal Bridge Advisors
Connecticut
$623K +$193 +10 +0%
LDB
1237
Lee, Danner & Bass
Tennessee
$615K -$15.7K -816 -3%
CT
1238
Cambridge Trust
Massachusetts
$613K -$96.4K -5,006 -15%
DCM
1239
Donaldson Capital Management
Indiana
$612K -$61.7K -3,206 -10%
HW
1240
Hancock Whitney
Mississippi
$612K +$1.19K +62 +0.2%
KBG
1241
Kahn Brothers Group
New York
$610K – – –
GG
1242
Gofen & Glossberg
Illinois
$610K -$30.1K -1,561 -5%
PFBT
1243
Parkside Financial Bank & Trust
Missouri
$609K +$78.1K +4,054 +17%
DRZID
1244
DePrince Race & Zollo Inc (DRZ)
Florida
$608K -$31.7M -1,644,658 -98%
GSBTD
1245
Glenview State Bank Trust Department
Illinois
$608K -$6.74K -350 -1%
PWAP
1246
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$607K +$31.6K +1,643 +6%
ARMC
1247
American Research & Management Company
Massachusetts
$604K – – –
PAG
1248
Pinnacle Advisory Group
Maryland
$602K +$2.41K +125 +0.5%
DWM
1249
Destination Wealth Management
California
$602K +$185K +9,610 +55%
NAM
1250
NTV Asset Management
West Virginia
$601K +$13.5K +700 +3%
48 49
50
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