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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1526
Intellectus Partners
California
$437K -$42.9K -1,431 -7%
RVPG
1527
Relative Value Partners Group
$437K – – –
HIM
1528
Hillsdale Investment Management
Ontario, Canada
$436K +$617K +20,580 New
CHAM
1529
Clear Harbor Asset Management
Connecticut
$435K -$75.2K -2,510 -11%
BFG
1530
Barber Financial Group
Kansas
$434K +$24.2K +808 +4%
SAS
1531
Stelac Advisory Services
New York
$434K +$613K +20,444 New
WC
1532
Whitney & Co
New York
$433K -$24.4K -815 -4%
LAIC
1533
Lederer & Associates Investment Counsel
California
$433K – – –
OPCM
1534
Osborne Partners Capital Management
California
$431K -$113K -3,767 -16%
PFGIA
1535
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$97.4K +3,248 +19%
HI
1536
Hudock Inc
Pennsylvania
$427K +$31.5K +1,051 +6%
AB
1537
Atlas Brown
Kentucky
$427K +$83.3K +2,778 +16%
DWM
1538
Doyle Wealth Management
Florida
$426K +$48.9K +1,632 +9%
SP
1539
Sarasin & Partners
United Kingdom
$425K – – –
VFM
1540
Viking Fund Management
North Dakota
$425K – – –
MW
1541
Marcum Wealth
Ohio
$425K +$82.2K +2,741 +16%
ACA
1542
Atlas Capital Advisors
Wyoming
$424K -$40.8K -1,362 -6%
WCM
1543
Weik Capital Management
Pennsylvania
$423K – – –
SA
1544
Sunesis Advisors
Kansas
$423K +$15K +500 +3%
AF
1545
Apexium Financial
Texas
$422K -$218K -7,260 -27%
FC
1546
FCA Corp
Texas
$421K +$55K +1,833 +10%
PA
1547
Procyon Advisors
Connecticut
$420K -$80.2K -2,675 -12%
PAS
1548
Partnervest Advisory Services
California
$419K -$26.9K -898 -4%
UAS
1549
United Asset Strategies
New York
$418K +$1.08K +36 +0.2%
AWA
1550
ARS Wealth Advisors
Florida
$418K +$5.13K +171 +0.9%
60 61
62
63 64