| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Jump Trading, LLC | 5 | 1 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q3 2016 | 26 |
| Arbor Investment Advisors, LLC | 24 | 24 | 0.08% | 0.12% | 0.17% | Q4 2010 | Q3 2016 | 24 |
| Welch Group, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
| CenturyLink Investment Management Co | 14 | 14 | 0.32% | 0.49% | 0.63% | Q2 2013 | Q3 2016 | 14 |
| Kingfisher Capital LLC | 14 | 14 | 0.28% | 1.08% | 1.73% | Q2 2013 | Q3 2016 | 14 |
| KAHN BROTHERS GROUP INC | 14 | 14 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2016 | 14 |
| Capital Wealth Planning, LLC | 14 | 14 | 0.16% | 0.38% | 0.66% | Q2 2013 | Q3 2016 | 14 |
| ZWJ INVESTMENT COUNSEL INC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
| STERLING INVESTMENT MANAGEMENT, LLC | 14 | 14 | 1.51% | 2.18% | 3.10% | Q2 2013 | Q3 2016 | 14 |
| INR ADVISORY SERVICES LLC | 14 | 14 | 0.22% | 0.31% | 0.47% | Q2 2013 | Q3 2016 | 14 |
| IMA Wealth, Inc. | 14 | 14 | 0.34% | 3.11% | 5.53% | Q2 2013 | Q3 2016 | 14 |
| Estabrook Capital Management | 12 | 1 | 0.40% | 1.00% | 1.70% | Q2 2013 | Q3 2016 | 13 |
| TOWER BRIDGE ADVISORS | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 13 |
| JNBA Financial Advisors | 13 | 13 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q2 2016 | 13 |
| SECURITY NATIONAL TRUST CO | 9 | 1 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 12 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 | 12 | 0.81% | 1.10% | 1.77% | Q4 2013 | Q3 2016 | 12 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.14% | 0.42% | Q4 2013 | Q3 2016 | 12 |
| BEACON FINANCIAL GROUP | 12 | 12 | 0.06% | 0.12% | 0.18% | Q4 2013 | Q3 2016 | 12 |
| Paradigm Financial Advisors, LLC | 12 | 12 | 1.68% | 3.06% | 3.58% | Q4 2013 | Q3 2016 | 12 |
| Daily Journal Corporation | 12 | 12 | 27.22% | 29.10% | 31.86% | Q4 2013 | Q3 2016 | 12 |
| Smead Capital Management, Inc. | 9 | 2 | 3.92% | 4.65% | 5.40% | Q2 2013 | Q2 2016 | 11 |
| EMORY UNIVERSITY | 11 | 11 | 0.00% | 0.13% | 0.85% | Q2 2011 | Q4 2013 | 11 |
| Stelac Advisory Services LLC | 10 | 1 | 0.22% | 0.27% | 0.38% | Q3 2013 | Q2 2016 | 11 |
| COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.09% | 0.45% | 1.84% | Q4 2013 | Q2 2016 | 11 |
| BRIGHTON JONES LLC | 11 | 11 | 0.14% | 0.19% | 0.24% | Q2 2013 | Q4 2015 | 11 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 11 | 11 | 0.53% | 1.22% | 1.69% | Q2 2013 | Q4 2015 | 11 |
| HORAN CAPITAL MANAGEMENT | 8 | 1 | 2.90% | 3.61% | 4.33% | Q2 2013 | Q3 2016 | 11 |
| BRAUN STACEY ASSOCIATES INC | 10 | 1 | 0.01% | 0.71% | 1.07% | Q2 2013 | Q3 2016 | 11 |
| Dana Investment Advisors, Inc. | 7 | 4 | 0.12% | 0.18% | 0.66% | Q4 2013 | Q3 2016 | 11 |
| Select Asset Management & Trust | 11 | 11 | 0.73% | 1.80% | 3.34% | Q4 2013 | Q2 2016 | 11 |
| Gemmer Asset Management LLC | 11 | 11 | 0.10% | 0.12% | 0.15% | Q1 2014 | Q3 2016 | 11 |
| MENORA MIVTACHIM HOLDINGS LTD. | 10 | 10 | 3.02% | 4.72% | 6.25% | Q2 2014 | Q3 2016 | 10 |
| WEATHERLY ASSET MANAGEMENT L. P. | 10 | 10 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2015 | 10 |
| BAR HARBOR WEALTH MANAGEMENT | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2016 | 10 |
| Partnervest Advisory Services LLC | 9 | 9 | 0.18% | 0.28% | 0.36% | Q3 2014 | Q3 2016 | 9 |
| Blue Edge Capital, LLC | 9 | 9 | 0.60% | 0.66% | 0.71% | Q4 2013 | Q4 2015 | 9 |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.12% | 0.15% | 0.20% | Q3 2014 | Q3 2016 | 9 |
| JUPITER ASSET MANAGEMENT LTD | 6 | 3 | 0.64% | 1.40% | 1.98% | Q2 2013 | Q3 2016 | 9 |
| Nelson Capital Management, LLC | 5 | 4 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2016 | 9 |
| Lenox Wealth Management, Inc. | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 9 |
| RONALD BLUE & CO LLC | 6 | 1 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 8 |
| SPECTRUM ADVISORY SERVICES INC | 8 | 8 | 0.24% | 0.30% | 0.34% | Q2 2014 | Q1 2016 | 8 |
| Stellar Capital Management, LLC | 6 | 2 | 2.34% | 2.65% | 2.88% | Q1 2014 | Q2 2016 | 8 |
| M Holdings Securities, Inc. | 8 | 8 | 0.35% | 0.39% | 0.43% | Q4 2014 | Q3 2016 | 8 |
| Burt Wealth Advisors | 8 | 8 | 0.08% | 0.11% | 0.20% | Q4 2014 | Q3 2016 | 8 |
| Godshalk Welsh Capital Management, Inc. | 8 | 8 | 0.60% | 0.77% | 1.02% | Q4 2014 | Q3 2016 | 8 |
| Saturna Capital CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 8 |
| MASTERS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.63% | 1.24% | 2.97% | Q2 2013 | Q2 2015 | 8 |
| CORRADO ADVISORS, LLC | 5 | 1 | 0.05% | 0.21% | 1.05% | Q3 2010 | Q1 2014 | 8 |
| HL FINANCIAL SERVICES LLC | 7 | 1 | 0.06% | 0.08% | 0.10% | Q3 2013 | Q3 2016 | 8 |
| Ohio National Investments, Inc. | 5 | 2 | 0.71% | 0.76% | 0.83% | Q2 2013 | Q4 2015 | 7 |
| Riggs Asset Managment Co. Inc. | 4 | 1 | 0.10% | 0.41% | 1.25% | Q3 2014 | Q3 2016 | 7 |
| Aquamarine Capital Management, LLC | 7 | 7 | 5.98% | 7.11% | 7.93% | Q1 2015 | Q3 2016 | 7 |
| NatWest Group plc | 6 | 1 | 0.14% | 0.56% | 0.83% | Q2 2013 | Q1 2015 | 7 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.78% | 0.90% | 1.06% | Q2 2013 | Q4 2014 | 7 |
| CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 1.43% | 5.53% | Q2 2013 | Q1 2015 | 7 |
| Ironsides Asset Advisors, LLC | 6 | 6 | 0.05% | 0.10% | 0.12% | Q2 2014 | Q3 2015 | 6 |
| Avenir Corp | 6 | 6 | 1.94% | 2.25% | 2.54% | Q4 2014 | Q1 2016 | 6 |
| McAdams Wright Ragen, Inc. | 6 | 6 | 0.26% | 0.30% | 0.36% | Q2 2013 | Q3 2014 | 6 |
| Atlantic Union Bankshares Corp | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2015 | Q3 2016 | 6 |
| Waldron Private Wealth LLC | 6 | 6 | 0.08% | 0.15% | 0.20% | Q2 2015 | Q3 2016 | 6 |
| FormulaFolio Investments, LLC | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2015 | Q3 2016 | 6 |
| MUFG Securities EMEA plc | 4 | 4 | 0.08% | 0.53% | 1.09% | Q2 2014 | Q1 2015 | 6 |
| Salient Capital Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q4 2015 | 6 |
| Toscafund Asset Management LLP | 3 | 1 | 2.61% | 7.47% | 12.26% | Q2 2014 | Q3 2016 | 5 |
| PIERSHALE FINANCIAL GROUP, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
| Capital Investment Advisors, LLC | 5 | 5 | 0.45% | 0.54% | 0.60% | Q2 2015 | Q2 2016 | 5 |
| Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q1 2016 | 5 |
| Lenox Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
| LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.08% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
| CMT Asset Management Ltd | 2 | 1 | 0.06% | 1.09% | 2.48% | Q2 2014 | Q2 2016 | 5 |
| BAXTER BROS INC | 2 | 1 | 0.12% | 0.19% | 0.38% | Q2 2013 | Q3 2014 | 4 |
| HighPoint Advisor Group LLC | 4 | 4 | 0.19% | 0.24% | 0.26% | Q4 2015 | Q3 2016 | 4 |
| Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
| Destination Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2016 | 4 |
| AFFINITY INVESTMENT ADVISORS, LLC | 3 | 1 | 0.08% | 2.35% | 3.26% | Q3 2013 | Q2 2016 | 4 |
| SKBA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.24% | 0.52% | 0.69% | Q2 2014 | Q3 2015 | 4 |
| Manchester Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
| Syntal Capital Partners, LLC | 4 | 4 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q4 2014 | 4 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2014 | Q3 2015 | 4 |
| Redwood Investments, LLC | 4 | 4 | 0.78% | 0.97% | 1.15% | Q2 2013 | Q1 2014 | 4 |
| GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.13% | 0.25% | Q4 2014 | Q3 2016 | 4 |
| Braver Wealth Management, LLC | 2 | 1 | 0.20% | 0.59% | 1.00% | Q4 2014 | Q3 2016 | 4 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
| Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.62% | 0.70% | 0.82% | Q4 2015 | Q3 2016 | 4 |
| Psagot Value Holdings Ltd. | 1 | 1 | 0.48% | 0.83% | 1.27% | Q4 2013 | Q1 2016 | 4 |
| B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.28% | 0.40% | 0.46% | Q2 2014 | Q1 2015 | 4 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.23% | 0.31% | 0.35% | Q4 2015 | Q3 2016 | 4 |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
| Cranbrook Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 4 |
| Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 4 |
| GENDELL JEFFREY L | 1 | 1 | 1.37% | 2.91% | 4.47% | Q2 2014 | Q4 2014 | 4 |
| Osborn Williams & Donohoe LLC | 4 | 4 | 0.42% | 0.52% | 0.64% | Q2 2013 | Q1 2014 | 4 |
| Crosspoint Capital Strategies, LLC | 3 | 1 | 0.06% | 0.18% | 0.30% | Q4 2014 | Q4 2015 | 4 |
| Stanley-Laman Group, Ltd. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q2 2016 | 4 |
| WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.75% | 0.87% | 1.01% | Q4 2015 | Q3 2016 | 3 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 1.68% | 2.15% | 2.42% | Q3 2013 | Q1 2014 | 3 |
| Trust Co | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q3 2016 | 3 |
| COLONY GROUP LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2016 | 3 |
| Retirement Planning Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2013 | Q1 2014 | 3 |
| CMT Capital Markets Trading GmbH | 3 | 3 | 0.02% | 0.08% | 0.12% | Q1 2016 | Q3 2016 | 3 |
| TORONTO DOMINION BANK | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 3 |
| MIDDLETON & CO INC/MA | 3 | 3 | 1.84% | 1.92% | 2.04% | Q2 2013 | Q4 2013 | 3 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1 | 1 | 0.57% | 0.65% | 0.74% | Q3 2014 | Q4 2015 | 3 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
| CULLINAN ASSOCIATES INC | 1 | 1 | 0.12% | 0.14% | 0.17% | Q3 2013 | Q4 2014 | 3 |
| Sather Financial Group Inc | 3 | 3 | 3.19% | 3.36% | 3.50% | Q2 2013 | Q4 2013 | 3 |
| ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.72% | 0.74% | 0.76% | Q2 2013 | Q4 2013 | 3 |
| First City Capital Management, Inc. | 3 | 3 | 0.80% | 0.85% | 0.89% | Q3 2013 | Q1 2014 | 3 |
| Ayalon Insurance Comp Ltd. | 3 | 3 | 2.03% | 2.18% | 2.32% | Q2 2015 | Q4 2015 | 3 |
| SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.74% | 0.78% | 0.81% | Q2 2013 | Q4 2013 | 3 |
| Smith & Howard Wealth Management, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q4 2013 | 3 |
| METROPOLITAN CAPITAL ADVISORS INC | 3 | 3 | 2.85% | 3.07% | 3.34% | Q2 2013 | Q4 2013 | 3 |
| Capital Advantage, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 3 |
| Antonetti Capital Management LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
| Credit Capital Investments LLC | 3 | 3 | 1.15% | 3.46% | 5.01% | Q1 2016 | Q3 2016 | 3 |
| WADE G W & INC | 2 | 1 | 0.12% | 0.16% | 0.18% | Q4 2015 | Q3 2016 | 3 |
| Texas Yale Capital Corp. | 3 | 3 | 0.27% | 0.28% | 0.29% | Q2 2013 | Q4 2013 | 3 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.28% | 0.33% | 0.44% | Q4 2013 | Q3 2015 | 3 |
| OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
| Madden Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
| Verus Financial Partners, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q3 2016 | 3 |
| Bank of Kentucky, Inc. | 2 | 1 | 0.00% | 0.22% | 0.66% | Q4 2013 | Q3 2014 | 3 |
| PANTHERA INVESTMENT GmbH | 1 | 1 | 0.04% | 1.78% | 4.30% | Q2 2014 | Q2 2014 | 3 |
| NORTHEAST INVESTMENT MANAGEMENT | 2 | 1 | 0.26% | 0.52% | 0.76% | Q2 2013 | Q3 2016 | 3 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 1 | 1 | 5.45% | 5.50% | 5.55% | Q2 2014 | Q1 2015 | 2 |
| BANK HAPOALIM BM | 1 | 1 | 0.20% | 0.22% | 0.24% | Q4 2015 | Q2 2016 | 2 |
| REIK & CO., LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
| Bangor Savings Bank | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.65% | 1.77% | 1.90% | Q2 2015 | Q3 2015 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q4 2015 | 2 |
| Wills Financial Group, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2016 | Q2 2016 | 2 |
| Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
| Stevens First Principles Investment Advisors | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q1 2014 | 2 |
| MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
| Front Street Capital Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
| TEACHERS ADVISORS, LLC | 2 | 2 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q3 2013 | 2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 2.89% | 3.02% | 3.15% | Q1 2013 | Q4 2015 | 2 |
| Scepter Holdings, Inc. | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q2 2014 | 2 |
| NuWave Investment Management, LLC | 2 | 2 | 0.01% | 0.62% | 1.23% | Q2 2013 | Q3 2013 | 2 |
| INVESTORS TRUST INC | 2 | 2 | 1.53% | 1.80% | 2.07% | Q3 2014 | Q4 2014 | 2 |
| Visionary Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
| TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| Hirtle Callaghan & Co LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q3 2014 | 2 |
| Ancora Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 2 |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.64% | 0.64% | 0.65% | Q2 2013 | Q3 2013 | 2 |
| Analyst IMS Investment Management Services Ltd. | 2 | 2 | 1.12% | 1.14% | 1.17% | Q3 2015 | Q4 2015 | 2 |
| QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
| PARK NATIONAL CORP /OH/ | 1 | 1 | 0.19% | 0.22% | 0.25% | Q2 2014 | Q2 2015 | 2 |
| Geduld E E | 2 | 2 | 26.08% | 31.36% | 36.64% | Q3 2015 | Q4 2015 | 2 |
| Espalier Global Management LLC | 1 | 1 | 0.36% | 0.40% | 0.45% | Q1 2016 | Q1 2016 | 2 |
| SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.38% | 0.48% | 0.57% | Q4 2013 | Q1 2015 | 2 |
| Rehmann Capital Advisory Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q2 2015 | 2 |
| Strategic Capital Group LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q4 2013 | 2 |
| Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.05% | 1.56% | 3.08% | Q4 2013 | Q4 2013 | 2 |
| STATE STREET CORP | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2015 | Q3 2015 | 2 |
| JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
| Onex Canada Asset Management Inc. | 1 | 1 | 1.81% | 1.89% | 1.98% | Q1 2014 | Q4 2014 | 2 |
| TRUST CO OF OKLAHOMA | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2016 | Q3 2016 | 2 |
| RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.70% | 0.70% | 0.70% | Q4 2013 | Q1 2014 | 2 |
| Kessler Investment Group, LLC | 1 | 1 | 1.31% | 1.98% | 2.65% | Q4 2014 | Q3 2015 | 2 |
| Sunnymeath Asset Management, Inc. | 1 | 1 | 0.04% | 0.75% | 1.46% | Q4 2015 | Q2 2016 | 2 |
| CWM, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2016 | 2 |
| BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.49% | 1.56% | 1.64% | Q4 2013 | Q1 2014 | 2 |
| Torch Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
| L & S Advisors Inc | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2014 | Q1 2014 | 1 |
| Wealth Architects, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
| AB CarVal Investors, LP | 1 | 1 | 14.33% | 14.33% | 14.33% | Q2 2013 | Q2 2013 | 1 |
| Court Place Advisors, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2013 | Q4 2013 | 1 |
| PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2013 | Q3 2013 | 1 |
| Ironwood Financial, llc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
| TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
| Palisades Hudson Asset Management, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
| CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2013 | Q1 2013 | 1 |
| Asset Dedication, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2015 | Q4 2015 | 1 |
| Pointe Capital Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2013 | Q3 2013 | 1 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2016 | Q3 2016 | 1 |
| Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
| HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
| Coyle Financial Counsel LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2014 | Q2 2014 | 1 |
| Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
| Seawolf Capital, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2013 | Q4 2013 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2015 | Q1 2015 | 1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
| BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
| JACKSON PARK CAPITAL, LLC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q2 2015 | Q2 2015 | 1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
| Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2015 | Q4 2015 | 1 |
| IBM Retirement Fund | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
| Sandy Spring Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
| Hartford Financial Management Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q3 2015 | 1 |
| TCI Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
| Central Square Management LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2015 | Q1 2015 | 1 |
| INDEPENDENT INVESTORS INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
| BP PLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2013 | Q2 2013 | 1 |
| Linscomb & Williams, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
| IBEX WEALTH ADVISORS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
| KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2013 | Q4 2013 | 1 |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
| Shoker Investment Counsel, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2013 | Q4 2013 | 1 |
| Magellan Asset Management Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
| Mariner, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
| PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2015 | Q1 2015 | 1 |
| LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| Silver Lake Advisory, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2013 | Q4 2013 | 1 |
| FMA ADVISORY INC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2014 | Q1 2014 | 1 |
| BCWM, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2013 | Q4 2013 | 1 |
| Mathes Company, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2014 | Q2 2014 | 1 |
| SIMPLEX TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| NEVILLE RODIE & SHAW INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
| VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
| Ally Financial Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2016 | Q1 2016 | 1 |
| DEARBORN PARTNERS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
| Fusion Investment Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
| Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
| Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
| King Wealth Management Group | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
| SII INVESTMENTS INC/WI | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
| Waverly Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
| StellarOne CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2014 | Q3 2014 | 1 |
| Gideon Capital Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2013 | Q4 2013 | 1 |
| Cheyne Capital Management (UK) LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
| CKW FINANCIAL GROUP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
| TD Securities (USA) LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2013 | Q4 2013 | 1 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2013 | Q4 2013 | 1 |
| Westend Capital Management, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2014 | Q2 2014 | 1 |
| BOLTON LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2013 | Q3 2013 | 1 |
| 10-15 ASSOCIATES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
| Clarius Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
| Calvert Investment Management, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2013 | Q2 2013 | 1 |
| Telemark Asset Management, LLC | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2013 | Q2 2013 | 1 |
| Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
| SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
| First National Bank of Hutchinson | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
| D. SCOTT NEAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q2 2016 | 1 |
| JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
| Glacier Peak Capital LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2016 | Q1 2016 | 1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| Mondrian Investment Partners LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| Windsor Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
| Nair Vinay | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
| Genesis Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
| LUCAS CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2013 | Q1 2013 | 1 |
| Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Lourd Capital, LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q3 2014 | Q3 2014 | 1 |
| Bray Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
| National Pension Service | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2015 | Q2 2015 | 1 |
| Concert Wealth Management Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2015 | Q3 2015 | 1 |
| TradeLink Global Equity LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2014 | Q2 2014 | 1 |
| St. Johns Investment Management Company, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2015 | Q4 2015 | 1 |
| Parkside Financial Bank & Trust | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
| Convergence Investment Partners, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
| First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
| Schooner Investment Group, LLC. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2013 | Q2 2013 | 1 |
| Moon Capital Management, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2013 | Q3 2013 | 1 |
| PRUDENTIAL PLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2013 | Q2 2013 | 1 |
| Huber Capital Management LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2013 | Q2 2013 | 1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
| Ifrah Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
| Graham Capital Management, L.P. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2013 | Q2 2013 | 1 |
| AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
| GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2013 | Q2 2013 | 1 |
| FCA CORP /TX | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
| SignalPoint Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
| NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
| K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
| TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2014 | Q4 2014 | 1 |
| CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Karp Capital Management Corp | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
| FCG ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
| Ironwood Investment Counsel, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2014 | Q3 2014 | 1 |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
| Harbour Capital Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
| Northeast Financial Consultants Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
| Rex Capital Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
This page lists all the filers that currently own BANK AMER CORP or have owned BANK AMER CORP in the past.