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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1301
TCI Wealth Advisors
Arizona
$159K +$177 +11 +0.1%
SWM
1302
Segment Wealth Management
Texas
$159K +$166K +10,328 New
B
1303
Bailard
California
$157K -$69.9K -4,351 -30%
WA
1304
Wealth Architects
California
$156K -$8.69K -541 -5%
MWM
1305
Modera Wealth Management
New Jersey
$156K – – –
JIC
1306
Joel Isaacson & Co
New York
$156K +$1.74K +108 +1%
PCM
1307
Palisade Capital Management
New Jersey
$155K – – –
CM
1308
Cornerstone Management
Georgia
$154K -$3.31K -206 -2%
SCM
1309
Silver Capital Management
New York
$154K – – –
SRAM
1310
Stone Ridge Asset Management
New York
$154K – – –
MPMG
1311
Minneapolis Portfolio Management Group
Minnesota
$154K +$161K +10,000 New
JFA
1312
JNBA Financial Advisors
Minnesota
$153K -$2.44K -152 -2%
TC
1313
Trust Company
Kansas
$148K +$155K +9,642 New
AAC
1314
Asset Advisors Corp
Georgia
$140K -$20.8K -1,298 -12%
RFS
1315
Rockefeller Financial Services
New York
$140K – – –
ZB
1316
Zions Bancorporation
Utah
$139K +$144K +8,992 New
KT
1317
Kanaly Trust
Texas
$135K -$62K -3,860 -31%
NC
1318
NewSquare Capital
Pennsylvania
$134K – – –
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$134K +$4.05K +252 +3%
AWM
1320
AllSquare Wealth Management
New York
$133K – – –
AB
1321
Atlas Brown
Kentucky
$133K +$7.18K +447 +5%
FNBSF
1322
First National Bank Sioux Falls
South Dakota
$132K – – –
AP
1323
Atwood & Palmer
Missouri
$132K +$803 +50 +0.6%
SC
1324
Saturna Capital
Washington
$123K – – –
AC
1325
Alexandria Capital
Virginia
$122K +$1.43K +89 +1%
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