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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
1276
Howard Hughes Medical Institute
Maryland
$42K -$55.8K -3,761 -58%
NHFG
1277
New Harbor Financial Group
Massachusetts
$42K – – –
MIP
1278
Mondrian Investment Partners
United Kingdom
$41K – – –
PFO
1279
Pathstone Family Office
New Jersey
$40K +$38.3K +2,580 New
SA
1280
SRH Advisors
Kansas
$38K +$36.1K +2,431 New
KLWA
1281
Kelly Lawrence W & Associates
California
$34K +$32.6K +2,200 New
GI
1282
Gradient Investments
Minnesota
$32K -$1.13K -76 -4%
ST
1283
Smithfield Trust
Pennsylvania
$32K – – –
ST
1284
Stifel Trust
Missouri
$32K – – –
BCI
1285
Brinker Capital Investments
Pennsylvania
$31K – – –
PR
1286
Payden & Rygel
California
$31K – – –
ECM
1287
ETrade Capital Management
Virginia
$31K +$9.32K +628 +46%
KFP
1288
Keystone Financial Planning
Ohio
$31K +$29.7K +2,000 New
GXMC
1289
Global X Management Company
New York
$30K – – –
LWA
1290
Lenox Wealth Advisors
New York
$28K -$475 -32 -2%
FNYS
1291
First New York Securities
New York
$26K +$25.2K +1,700 New
AC
1292
Alexandria Capital
Virginia
$25K – – –
BOK
1293
Bank of Kentucky
Kentucky
$25K – – –
FBT
1294
Founders Bank & Trust
Michigan
$24K – – –
CFN
1295
Cordasco Financial Network
Florida
$24K +$23.3K +1,568 New
FWC
1296
First Washington Corp
Washington
$23K +$7.42K +500 +50%
CWM
1297
Cranbrook Wealth Management
Michigan
$20K +$19.1K +1,290 New
RWM
1298
Raffa Wealth Management
District of Columbia
$19.1K +$15.8K +1,067 New
ST
1299
Somerset Trust
Pennsylvania
$19K +$17.9K +1,204 New
GGPS
1300
Gary Goldberg Planning Services
New York
$18K -$26.7K -1,803 -62%
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