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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1326
Atwood & Palmer
Missouri
$220K – – –
LK
1327
Lumbard & Kellner
New Hampshire
$220K +$34.7K +2,050 +19%
SPC
1328
Stewart & Patten Company
California
$219K +$17 +1 +0%
VFP
1329
Verus Financial Partners
Virginia
$219K +$220 +13 +0.1%
GWS
1330
Glassman Wealth Services
Virginia
$218K – – –
ST
1331
Spinnaker Trust
Maine
$217K +$218K +12,883 New
CPA
1332
Capital Planning Advisors
California
$216K -$33.8K -2,000 -13%
TCM
1333
Tradewinds Capital Management
Washington
$216K -$660 -39 -0.3%
AWM
1334
AllSquare Wealth Management
New York
$216K +$23.7K +1,400 +12%
WAS
1335
WESPAC Advisors SoCal
California
$216K +$217K +12,850 New
KCM
1336
Kanawha Capital Management
Virginia
$215K -$34.3K -2,030 -14%
WA
1337
WBH Advisory
Maryland
$214K -$11.6K -683 -5%
SCG
1338
Sonata Capital Group
Washington
$214K – – –
LA
1339
LVW Advisors
New York
$213K -$643 -38 -0.3%
SCM
1340
Summit Capital Management
Washington
$213K +$287 +17 +0.1%
DAC
1341
Dividend Assets Capital
South Carolina
$213K +$5.07K +300 +2%
GAM
1342
Gemmer Asset Management
California
$213K +$10.8K +640 +5%
ECM
1343
ETrade Capital Management
Virginia
$213K +$214K +12,661 New
BEAM
1344
Baker Ellis Asset Management
Washington
$212K – – –
AWMG
1345
Alliance Wealth Management Group
New Jersey
$212K +$213K +12,588 New
BMC
1346
Benin Management Corp
Connecticut
$211K +$1.52K +90 +0.7%
PFM
1347
Parsec Financial Management
North Carolina
$211K +$2.52K +149 +1%
CG
1348
Colony Group
Massachusetts
$209K -$13.8K -815 -6%
LFA
1349
Landmark Financial Advisors
Kentucky
$209K +$321 +19 +0.2%
DFIM
1350
Detwiler Fenton Investment Management
Massachusetts
$209K +$210K +12,420 New
52 53
54
55 56