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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1626
Bartlett & Co
Ohio
$125K – – –
JCM
1627
Jacobi Capital Management
Pennsylvania
$121K -$19.3K -1,000 -16%
ATC
1628
Adirondack Trust Company
New York
$121K -$9.63K -500 -8%
RP
1629
Rowlandmiller & Partners
Georgia
$117K +$102K +5,306 New
HCC
1630
Hirtle Callaghan & Co
Pennsylvania
$114K -$222K -11,514 -69%
RFWA
1631
RPg Family Wealth Advisory
Massachusetts
$108K +$43.1K +2,236 +84%
CCM
1632
Cribstone Capital Management
Maine
$107K – – –
CBT
1633
Central Bank & Trust
Kentucky
$107K +$57.8K +3,000 +162%
TFO
1634
Tarbox Family Office
California
$106K -$171K -8,883 -65%
TIM
1635
Tortoise Investment Management
New York
$104K +$19.3K +1,000 +27%
RFA
1636
Reilly Financial Advisors
California
$103K -$333K -17,302 -79%
EF
1637
Empirical Finance
Pennsylvania
$103K +$89.3K +4,636 New
SGAM
1638
Smith Group Asset Management
Texas
$100K -$25.2K -1,310 -22%
LA
1639
Legacy Advisors
Pennsylvania
$98K +$85.5K +4,438 New
HPBT
1640
High Point Bank & Trust
North Carolina
$88K -$94.9K -4,928 -55%
WOC
1641
West Oak Capital
California
$87.4K +$29.6K +1,535 +63%
ACM
1642
Armbruster Capital Management
New York
$86K – – –
GI
1643
Gradient Investments
Minnesota
$85K -$8.67K -450 -10%
IIC
1644
Integrated Investment Consultants
Michigan
$85K – – –
PRS
1645
Pinkerton Retirement Specialists
Idaho
$85K – – –
LWM
1646
Lenox Wealth Management
Ohio
$84K +$10.3K +534 +16%
SIG
1647
Stanford Investment Group
California
$84K +$15.8K +820 +27%
BCM
1648
Blume Capital Management
California
$82K – – –
MWM
1649
Mascoma Wealth Management
New Hampshire
$80K +$69.8K +3,625 New
RWG
1650
Regal Wealth Group
California
$78K +$58 +3 +0.1%
64 65
66
67 68