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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
1301
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$525K – – –
CAMG
1302
CWA Asset Management Group
Florida
$524K -$84.8K -4,402 -16%
LFAS
1303
Level Four Advisory Services
Texas
$523K +$456K +23,681 New
LNC
1304
Lincoln National Corp
Pennsylvania
$521K +$123K +6,394 +37%
11A
1305
10-15 Associates
New York
$520K -$61.9K -3,214 -12%
ZIC
1306
ZWJ Investment Counsel
Georgia
$518K +$81.7K +4,240 +22%
WA
1307
WealthTrust Axiom
Pennsylvania
$514K +$5.78K +300 +1%
DTL
1308
Dynamic Technology Lab
Singapore
$514K +$448K +23,241 New
PAS
1309
Partnervest Advisory Services
California
$513K -$458K -23,799 -51%
BHWM
1310
Bar Harbor Wealth Management
New Hampshire
$509K +$5.66K +294 +1%
CSM
1311
CAMG Solamere Management
North Carolina
$506K +$443K +23,023 New
BIG
1312
Bellwether Investment Group
Tennessee
$505K +$440K +22,848 New
HCMNY
1313
Howard Capital Management (New York)
New York
$503K – – –
CPO
1314
Cerity Partners OCIO
New York
$500K +$435K +22,592 New
MFIMFI
1315
Mesirow Financial Investment Management - Fixed Income
Illinois
$491K +$427K +22,195 New
WIM
1316
Westside Investment Management
California
$490K +$409K +21,231 New
TFA
1317
Toth Financial Advisory
Virginia
$489K -$14.9K -775 -3%
CT
1318
Coastline Trust
Rhode Island
$488K -$38.5K -2,000 -8%
AFG
1319
Albion Financial Group
Utah
$486K -$12.5K -650 -3%
FA
1320
FCG Advisors
New Jersey
$484K -$7.92K -411 -2%
HHGA
1321
Halbert Hargrove Global Advisors
California
$483K -$539 -28 -0.1%
DHFB
1322
Dixon Hubard Feinour & Brown
Virginia
$481K -$5.78K -300 -1%
LIA
1323
LBMC Investment Advisors
Tennessee
$480K -$579K -30,041 -58%
FC
1324
FIC Capital
New York
$480K +$19.8K +1,026 +5%
MWM
1325
Meridian Wealth Management
Kentucky
$479K +$417K +21,631 New
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