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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1276
Excalibur Management
Massachusetts
$179K +$20.9K +1,300 +13%
DAM
1277
Delta Asset Management
Tennessee
$178K – – –
TAM
1278
Timucuan Asset Management
Florida
$177K +$185K +11,525 New
BOH
1279
Bank of Hawaii
Hawaii
$176K -$688K -42,845 -79%
HAIM
1280
Hunter Associates Investment Management
Pennsylvania
$176K +$184K +11,432 New
CI
1281
CAZ Investments
Texas
$176K +$184K +11,462 New
FCH
1282
Freestone Capital Holdings
Washington
$175K – – –
ICM
1283
IMS Capital Management
Oregon
$173K -$705K -43,898 -80%
ESBC
1284
E.S. Barr & Co
Kentucky
$173K -$16.1K -1,000 -8%
DJSG
1285
D.J. St. Germain
Massachusetts
$173K – – –
ISB
1286
Iowa State Bank
Iowa
$172K – – –
IIM
1287
Ipswich Investment Management
Massachusetts
$172K +$16 +1 +0%
MF
1288
Magnetar Financial
Illinois
$172K +$180K +11,194 New
YIA
1289
YHB Investment Advisors
Connecticut
$169K +$4.38K +273 +3%
AIM
1290
Assured Investment Management
New York
$169K +$176K +10,962 New
SA
1291
Strategic Advisors
New York
$167K +$43.6K +2,715 +33%
ZF
1292
Zhang Financial
Michigan
$167K +$174K +10,851 New
HB
1293
Homrich & Berg
Georgia
$166K +$173K +10,792 New
ACM
1294
Alta Capital Management
Utah
$164K -$14.3K -889 -8%
SJL
1295
Shayne & Jacobs LLC
Tennessee
$164K – – –
WOC
1296
West Oak Capital
California
$164K -$84.4K -5,257 -33%
FNBOH
1297
First National Bank of Hutchinson
Kansas
$163K – – –
SCA
1298
Secor Capital Advisors
New York
$163K +$170K +10,580 New
DT
1299
Diversified Trust
Tennessee
$163K +$170K +10,602 New
BBPWM
1300
Blue Bell Private Wealth Management
Pennsylvania
$162K -$69.1K -4,300 -29%
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52
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