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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1351
JT Stratford LLC
Georgia
$891K +$23K +797 +3%
YWP
1352
YorkBridge Wealth Partners
New York
$889K +$12K +417 +1%
KPW
1353
Kore Private Wealth
New York
$888K +$10.5K +364 +1%
CICI
1354
Capital Investment Counsel Inc
North Carolina
$886K -$17.8K -616 -2%
ST
1355
Spinnaker Trust
Maine
$881K
CL
1356
CPWM LLC
Washington
$873K -$28.8K -1,000 -3%
CPO
1357
Cerity Partners OCIO
New York
$873K +$30.2K +1,048 +4%
SWK
1358
Stephen W. Kidder
$872K
WA
1359
Wealth Architects
California
$866K +$47.4K +1,643 +6%
NB
1360
NBT Bank
New York
$861K -$79.7K -2,765 -9%
MMHP
1361
Murphy Middleton Hinkle & Parker
Georgia
$858K -$11.2K -390 -1%
NEPWA
1362
New England Private Wealth Advisors
Massachusetts
$856K +$4.73K +164 +0.6%
EDRIA
1363
Edmonds Duncan Registered Investment Advisors
Kansas
$853K
ST
1364
Smithfield Trust
Pennsylvania
$853K +$115 +4 +0%
BSPF
1365
British Steel Pension Fund
United Kingdom
$851K -$925K -32,073 -52%
AWM
1366
Avitas Wealth Management
California
$851K -$21.6K -749 -2%
FCH
1367
Freestone Capital Holdings
Washington
$848K -$284K -9,832 -25%
MLIC
1368
Mandatum Life Insurance Company
Finland
$848K
PFM
1369
Parsec Financial Management
North Carolina
$847K +$346 +12 +0%
CA
1370
Calton & Associates
Florida
$846K +$88.4K +3,064 +12%
RCM
1371
Requisite Capital Management
Texas
$842K +$519K +18,000 +163%
FBC
1372
Fairfield, Bush & Co
Connecticut
$841K -$14.4K -500 -2%
HFS
1373
Haverford Financial Services
Pennsylvania
$841K
MSAM
1374
Moloney Securities Asset Management
Missouri
$841K +$9.26K +321 +1%
SS
1375
Sunbelt Securities
Texas
$834K +$23.4K +811 +3%