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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1426
MYCIO Wealth Partners
Pennsylvania
$730K +$84.1K +2,915 +13%
DT
1427
Diversified Trust
Tennessee
$729K -$42.4K -1,471 -6%
AWP
1428
Ascent Wealth Partners
New York
$726K -$9.34K -324 -1%
SIM
1429
SSI Investment Management
California
$723K -$3K -104 -0.4%
SSWM
1430
Smith Salley Wealth Management
North Carolina
$718K +$134K +4,639 +23%
ACA
1431
Atlas Capital Advisors
Wyoming
$715K +$61.7K +2,138 +10%
MWM
1432
Mission Wealth Management
California
$711K +$25.6K +887 +4%
KA
1433
Kovack Advisors
Florida
$706K -$81.2K -2,817 -10%
AAM
1434
Augustine Asset Management
Florida
$702K – – –
EFSCE
1435
Enterprise Financial Services Corp (EFSC)
Missouri
$702K +$6.17K +214 +0.9%
WDA
1436
Wendell David Associates
New Hampshire
$699K -$23.1K -800 -3%
LIM
1437
Lathrop Investment Management
Arkansas
$698K – – –
BHB
1438
Bank Hapoalim BM
Israel
$697K -$72.2K -2,505 -9%
SFWA
1439
Summit Financial Wealth Advisors
Louisiana
$697K -$1.76K -61 -0.3%
MPM
1440
Meritage Portfolio Management
Kansas
$697K +$693K +24,018 New
IWA
1441
Inspirion Wealth Advisors
Illinois
$696K +$433 +15 +0.1%
BIA
1442
Barry Investment Advisors
Massachusetts
$696K +$952 +33 +0.1%
PI
1443
Parkside Investments
Illinois
$696K +$231K +8,000 +50%
CCT
1444
Country Club Trust
Missouri
$695K +$19.5K +675 +3%
DWA
1445
Douglass Winthrop Advisors
New York
$694K -$1.19M -41,177 -63%
SMFS
1446
Squar Milner Financial Services
California
$693K -$81.1K -2,813 -11%
CCFCSB
1447
Cape Cod Five Cents Savings Bank
Massachusetts
$693K +$59.5K +2,062 +9%
RMDI
1448
R.M. Davis Inc
Maine
$690K -$54.1K -1,875 -7%
WC
1449
Whitney & Co
New York
$689K -$20.2K -700 -3%
PI
1450
PFS Investments
Georgia
$689K +$679K +23,533 New
56 57
58
59 60