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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
1426
Park Circle Company
Maryland
$733K +$736K +23,438 +2,344%
FSA
1427
Franklin Street Advisors
North Carolina
$727K – – –
BCM
1428
BTR Capital Management
California
$727K +$24.8K +791 +3%
MWM
1429
Merriman Wealth Management
Washington
$726K +$58.9K +1,875 +8%
GSBTD
1430
Glenview State Bank Trust Department
Illinois
$725K -$140K -4,450 -16%
RA
1431
Rational Advisors
New York
$724K -$756K -24,059 -50%
IWA
1432
Inspirion Wealth Advisors
Illinois
$720K – – –
KF
1433
Krilogy Financial
Missouri
$720K +$20K +636 +3%
EWM
1434
Evermay Wealth Management
Virginia
$720K +$396K +12,615 +111%
LIM
1435
Lathrop Investment Management
Arkansas
$719K +$16.1K +511 +2%
GC
1436
Gratus Capital
Georgia
$719K +$122K +3,878 +19%
HH
1437
Hilltop Holdings
Texas
$717K -$687K -21,861 -48%
FPCP
1438
Fort Point Capital Partners
California
$717K +$434K +13,818 +137%
WIM
1439
Westside Investment Management
California
$716K -$34.6K -1,100 -4%
CWM
1440
Chesapeake Wealth Management
Virginia
$712K +$746K +23,760 New
GTAM
1441
Global Trust Asset Management
Florida
$711K +$1.63K +52 +0.2%
DT
1442
Diversified Trust
Tennessee
$703K +$302K +9,630 +70%
CAM
1443
Crestone Asset Management
Colorado
$701K -$16.3K -520 -2%
BA
1444
BKS Advisors
Michigan
$701K +$13.8K +440 +2%
GKWIM
1445
Gerber Kawasaki Wealth & Investment Management
California
$700K +$405K +12,905 +124%
CCFCSB
1446
Cape Cod Five Cents Savings Bank
Massachusetts
$699K -$14.8K -470 -2%
QSS
1447
Quantitative Systematic Strategies
Florida
$690K -$202K -6,436 -22%
RI
1448
Ridgewood Investments
New Jersey
$687K -$27.1K -862 -4%
PV
1449
Private Vista
Illinois
$683K +$150K +4,786 +27%
CFG
1450
CKW Financial Group
Hawaii
$681K -$29.6K -942 -4%
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