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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1826
US Financial Advisors
Massachusetts
$560K +$255K +6,328 +92%
FVWA
1827
Foster Victor Wealth Advisors
South Carolina
$558K +$160K +3,974 +43%
P
1828
&Partners
Tennessee
$557K -$8.06K -200 -2%
Cohen & Steers
1829
Cohen & Steers
New York
$557K +$129K +3,203 +32%
MCA
1830
Mercer Capital Advisers
New Jersey
$556K -$38.2K -948 -7%
FMB
1831
Field & Main Bank
Kentucky
$554K -$4.96K -123 -0.9%
BSB
1832
Bangor Savings Bank
Maine
$554K +$71K +1,762 +16%
FHC
1833
First Heartland Consultants
Missouri
$552K -$1.85K -46 -0.4%
DAM
1834
Deltec Asset Management
New York
$552K – – –
Verition Fund Management
1835
Verition Fund Management
Connecticut
$551K +$523K +12,989 New
GFS
1836
GYL Financial Synergies
Connecticut
$550K -$29K -720 -5%
OCM
1837
Orleans Capital Management
Louisiana
$550K -$8.06K -200 -2%
TWM
1838
Triton Wealth Management
Arizona
$548K +$1.77K +44 +0.4%
SLA
1839
Silver Lake Advisory
Utah
$546K +$2.54K +63 +0.5%
PSF
1840
Pacific Sun Financial
California
$546K +$518K +12,851 New
MSA
1841
Marino Stram & Associates
Massachusetts
$545K -$1.12M -27,724 -68%
FPS
1842
Fieldpoint Private Securities
Connecticut
$543K +$36K +893 +8%
FC
1843
Fusion Capital
South Carolina
$541K +$1.73K +43 +0.3%
BIP
1844
Blueprint Investment Partners
North Carolina
$538K +$511K +12,674 New
CC
1845
Chicago Capital
Illinois
$536K – – –
RP
1846
Rice Partnership
Hawaii
$536K – – –
PP
1847
PDS Planning
Ohio
$533K +$49K +1,216 +11%
FTC
1848
Farmers Trust Company
Ohio
$532K – – –
SAM
1849
Synergy Asset Management
Washington
$531K -$10.6M -262,051 -95%
BCM
1850
Brasada Capital Management
Texas
$531K -$201K -5,000 -29%