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Bank of America

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