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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1701
Gemmer Asset Management
California
$342K -$2.98K -98 -0.8%
SFM
1702
Signature Financial Management
Virginia
$340K -$22.9K -751 -6%
WPW
1703
Waldron Private Wealth
Pennsylvania
$340K +$13K +428 +4%
GA
1704
Gateway Advisory
New Jersey
$337K -$16K -526 -4%
MPIA
1705
Mountain Pacific Investment Advisers
Idaho
$337K – – –
CHAM
1706
Clear Harbor Asset Management
Connecticut
$336K – – –
PFA
1707
Pathway Financial Advisors
Vermont
$335K -$5.33K -175 -1%
OC
1708
Oakworth Capital
Alabama
$332K -$4.5M -147,906 -93%
HPWM
1709
Highland Private Wealth Management
Washington
$332K -$296K -9,725 -46%
ST
1710
Sabal Trust
Florida
$331K – – –
SFG
1711
Summit Financial Group
West Virginia
$330K -$11.3K -371 -3%
WIP
1712
Wellesley Investment Partners
Massachusetts
$329K – – –
OAM
1713
Oak Asset Management
California
$329K +$15.2K +500 +5%
CAW
1714
Cornerstone Advisors (Washington)
Washington
$329K +$42.2K +1,387 +14%
EIA
1715
Edgemoor Investment Advisors
Maryland
$328K – – –
TCM
1716
Towercrest Capital Management
Pennsylvania
$328K – – –
SFG
1717
StrategIQ Financial Group
Indiana
$326K +$61.1K +2,006 +22%
WP
1718
WealthSource Partners
California
$325K -$20.5K -674 -6%
IIM
1719
Ironwood Investment Management
Massachusetts
$325K – – –
TAM
1720
Timucuan Asset Management
Florida
$325K – – –
BCAM
1721
Boston Common Asset Management
Massachusetts
$324K – – –
CAM
1722
Cozad Asset Management
Illinois
$324K +$60.9K +2,000 +22%
LA
1723
LVW Advisors
New York
$322K – – –
B
1724
Bridgeworth
Alabama
$316K -$38K -1,249 -11%
GIA
1725
Guyasuta Investment Advisors
Pennsylvania
$316K – – –
67 68
69
70 71