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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1401
Burt Wealth Advisors
Maryland
$74K -$26.4K -1,878 -25%
SGAM
1402
Smith Group Asset Management
Texas
$74K +$11.4K +810 +17%
ZB
1403
Zions Bancorporation
Utah
$72K -$159K -11,350 -67%
KA
1404
Klingman & Associates
New York
$70K – – –
TF
1405
Tompkins Financial
New York
$66K -$6.88K -490 -9%
MFW
1406
Mosaic Family Wealth
Missouri
$65K -$40.3K -2,868 -37%
CCM
1407
Cribstone Capital Management
Maine
$63K +$66.3K +4,720 New
GI
1408
Gradient Investments
Minnesota
$62K +$12.8K +908 +24%
SCM
1409
Southport Capital Management
Tennessee
$62K +$65.4K +4,654 New
OC
1410
Oakworth Capital
Alabama
$55K +$18.5K +1,317 +55%
PRS
1411
Pinkerton Retirement Specialists
Idaho
$53K +$55.9K +3,976 +9,698%
OHS
1412
Odey Holdings (Switzerland)
Switzerland
$53K +$56.2K +4,000 New
ACM
1413
Armbruster Capital Management
New York
$52K -$464 -33 -0.8%
IIC
1414
Integrated Investment Consultants
Michigan
$51K – – –
BCM
1415
Blume Capital Management
California
$49K – – –
TIM
1416
Tortoise Investment Management
New York
$49K – – –
RWG
1417
Regal Wealth Group
California
$47K +$70 +5 +0.1%
RFWA
1418
RPg Family Wealth Advisory
Massachusetts
$44.1K +$23.4K +1,668 +101%
LWM
1419
Lenox Wealth Management
Ohio
$43K – – –
WCM
1420
Wealthcare Capital Management
Virginia
$41K – – –
PCTC
1421
Perkins Coie Trust Company
Washington
$41K +$14K +1,000 +47%
MMG
1422
Monetary Management Group
Missouri
$40K – – –
SIG
1423
Stanford Investment Group
California
$40K +$5.93K +422 +16%
FMP
1424
Financial Management Professionals
Texas
$39K +$2.98K +212 +7%
CFA
1425
Camarda Financial Advisors
Florida
$39K +$21.6K +1,541 +110%
55 56
57
58 59