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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1876
Nelson Capital Management
California
$211K -$13.6K -500 -6%
PAS
1877
Partnervest Advisory Services
California
$210K -$757K -27,917 -77%
GPA
1878
Guidance Point Advisors
Massachusetts
$210K +$232K +8,561 New
I
1879
INVST
Indiana
$209K +$230K +8,462 New
B
1880
Bellecapital
Switzerland
$209K +$230K +8,480 New
RSWM
1881
Robertson Stephens Wealth Management
California
$209K +$231K +8,500 New
HCA
1882
Heck Capital Advisors
Wisconsin
$208K -$104K -3,826 -31%
HAIM
1883
Hunter Associates Investment Management
Pennsylvania
$208K – – –
NG
1884
Northstar Group
New York
$207K +$326 +12 +0.1%
PC
1885
Permanens Capital
New York
$207K +$228K +8,410 New
ACP
1886
Aveo Capital Partners
Colorado
$206K -$3.36K -124 -1%
S
1887
Seeyond
France
$206K +$226K +8,343 New
TA
1888
TFG Advisers
Michigan
$206K +$227K +8,367 New
BAAM
1889
Baker Avenue Asset Management
California
$205K +$37.4K +1,380 +20%
MSR
1890
Main Street Research
Connecticut
$205K +$225K +8,305 New
MCIA
1891
Mountain Capital Investment Advisors
Colorado
$204K -$13.2K -487 -6%
TI
1892
Truepoint Inc
Ohio
$204K +$224K +8,266 New
GEA
1893
Glen Eagle Advisors
New Jersey
$203K -$2.6K -96 -1%
GHA
1894
GW Henssler & Associates
Georgia
$203K -$65.9K -2,430 -23%
LCC
1895
Lincoln Capital Corp
Rhode Island
$203K -$21K -774 -9%
FIA
1896
Foundations Investment Advisors
Arizona
$201K -$94.7K -3,490 -33%
PK
1897
Pflug Koory
Nebraska
$201K – – –
CBFP
1898
Cedar Brook Financial Partners
Ohio
$201K +$221K +8,150 New
MME
1899
Meag Munich Ergo
Germany
$200K -$15.4M -568,334 -99%
BI
1900
Ballast Inc
Kentucky
$200K -$39K -1,436 -15%
74 75
76
77 78