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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1326
New England Private Wealth Advisors
Massachusetts
$555K -$16.5K -695 -3%
LDB
1327
Lee, Danner & Bass
Tennessee
$552K -$105K -4,415 -16%
CPO
1328
Cerity Partners OCIO
New York
$552K +$18.9K +796 +4%
WA
1329
WealthTrust Axiom
Pennsylvania
$551K +$1.66K +70 +0.3%
AIA
1330
Allegis Investment Advisors
Idaho
$546K +$211K +8,884 +62%
PFBT
1331
Parkside Financial Bank & Trust
Missouri
$544K -$107K -4,500 -16%
VFM
1332
Viking Fund Management
North Dakota
$543K +$546K +23,000 New
UAS
1333
United Asset Strategies
New York
$536K -$64.5K -2,716 -11%
KF
1334
Krilogy Financial
Missouri
$536K – – –
DWM
1335
Destination Wealth Management
California
$525K -$118K -4,970 -18%
VHAM
1336
Van Hulzen Asset Management
California
$525K +$528K +22,238 New
FIM
1337
Foresters Investment Management
New York
$524K +$528K +22,230 New
AWM
1338
AllSquare Wealth Management
New York
$523K +$37.3K +1,571 +8%
TFA
1339
Toth Financial Advisory
Virginia
$522K +$24 +1 +0%
FTUS
1340
Flow Traders U.S.
New York
$522K +$525K +22,124 New
LPC
1341
Loeb Partners Corp
New York
$520K +$523K +22,040 New
PAS
1342
Partnervest Advisory Services
California
$519K -$28.6K -1,204 -5%
AFG
1343
Albion Financial Group
Utah
$519K +$24 +1 +0%
OAM
1344
Oxford Asset Management
United Kingdom
$518K +$521K +21,959 New
SCM
1345
SKBA Capital Management
California
$517K -$311K -13,100 -37%
BTW
1346
Boston Trust Walden
Massachusetts
$515K +$91.2K +3,843 +21%
AWM
1347
AE Wealth Management
Kansas
$515K +$169K +7,123 +48%
FSCM
1348
Front Street Capital Management
Montana
$514K +$80.5K +3,392 +18%
WC
1349
Whitney & Co
New York
$513K +$21K +883 +4%
RCM
1350
RB Capital Management
Nevada
$504K +$86.4K +3,640 +21%
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