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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 060505229

BANK OF AMERICA NON CUM PREF 6

14 institutions · $3.5M total · 165,569 shares

#ManagerSharesValue% of TotalPeriod
1Cascades Capital Asset Management, LLC61,374$1.5M37.06%2025-12-31
2WHALEROCK POINT PARTNERS, LLC28,000$702.8K16.91%2025-12-31
3SILVERCREST ASSET MANAGEMENT GROUP LLC16,550$413.1K9.99%2024-06-30
4Sterling Capital Management LLC13,231$332.1K7.99%2025-12-31
5Pinnacle Wealth Management Advisory Group, LLC8,000$202.1K4.83%2025-09-30
6NBC SECURITIES, INC.4,682$117.5K2.82%2025-12-31
7Westside Investment Management, Inc.3,000$75.7K1.81%2025-06-30
8PNC Financial Services Group, Inc.2,640$66.3K1.59%2025-12-31
9OLD POINT TRUST & FINANCIAL SERVICES N A1,000$25.2K0.60%2024-09-30
10Archer Investment Corp400$10.0K0.24%2025-12-31
11TUCKER ASSET MANAGEMENT LLC126$3.2K0.07%2024-06-30
12Financial Gravity Asset Management, Inc.82$2.1K0.04%2024-03-31
13ROANOKE ASSET MANAGEMENT CORP/ NY16,500$4119.96%2025-03-31
14Sierra Capital LLC9,984$2516.03%2024-03-31