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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1301
Geller Advisors
New York
$863K -$295K -10,891 -24%
DAM
1302
Deltec Asset Management
New York
$862K -$2.55M -93,900 -73%
PCM
1303
Palisade Capital Management
New Jersey
$862K +$156K +5,750 +20%
SS
1304
Sunbelt Securities
Texas
$861K -$89.8K -3,311 -9%
IC
1305
Intersect Capital
California
$859K +$33.6K +1,238 +4%
SWA
1306
Stratos Wealth Advisors
Ohio
$858K +$944K +34,804 New
NMC
1307
Nine Masts Capital
Hong Kong
$857K +$943K +34,771 New
VCAM
1308
Van Cleef Asset Management
Ohio
$855K +$51.8K +1,910 +6%
ECM
1309
Evergreen Capital Management
Washington
$855K +$144K +5,318 +18%
AMCA
1310
Arthur M. Cohen & Associates
Illinois
$853K – – –
CMI
1311
Clare Market Investments
Texas
$852K +$938K +34,566 New
BWM
1312
BerganKDV Wealth Management
Minnesota
$851K -$182K -6,698 -16%
PCM
1313
Princeton Capital Management
New Jersey
$850K -$20.3K -750 -2%
GG
1314
Gofen & Glossberg
Illinois
$850K -$3.15K -116 -0.3%
CICI
1315
Capital Investment Counsel Inc
North Carolina
$849K +$174K +6,411 +23%
LSAG
1316
Lake Street Advisors Group
New Hampshire
$847K +$61.9K +2,283 +7%
PT
1317
Plimoth Trust
Massachusetts
$843K -$2.74K -101 -0.3%
CGL
1318
Clarius Group LLC
Washington
$842K +$47.8K +1,762 +5%
CAMG
1319
CWA Asset Management Group
Florida
$840K +$110K +4,062 +14%
FHA
1320
Flagship Harbor Advisors
Massachusetts
$838K -$114K -4,193 -11%
CQS
1321
Credential Qtrade Securities
$838K -$301K -11,079 -25%
GWM
1322
GSB Wealth Management
Connecticut
$835K +$5.89K +217 +0.6%
SFSIG
1323
San Francisco Sentry Investment Group
California
$834K -$79.8K -2,941 -8%
CSA
1324
Cottage Street Advisors
Massachusetts
$831K – – –
SAM
1325
Sawgrass Asset Management
Florida
$830K +$52.5K +1,935 +6%
51 52
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