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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2501
Institutional & Family Asset Management
Colorado
$41K +$4.11K +123 +10%
ACM
2502
AUA Capital Management
Pennsylvania
$40K – – –
PO
2503
Private Ocean
California
$40K +$201 +6 +0.5%
DWA
2504
Delos Wealth Advisors
Texas
$40K +$2.74K +82 +7%
MWM
2505
Mascoma Wealth Management
New Hampshire
$39K -$21.7K -648 -33%
MSFP
2506
Mark Sheptoff Financial Planning
Connecticut
$39K -$5.52K -165 -11%
RBC
2507
Roble Belko & Company
Pennsylvania
$39K -$2.01K -60 -4%
TLCM
2508
Twin Lakes Capital Management
California
$38K +$267 +8 +0.6%
OPW
2509
Oxler Private Wealth
New York
$37.4K – – –
BAM
2510
Byrne Asset Management
New Jersey
$37K -$6.62K -198 -14%
SA
2511
SRH Advisors
Kansas
$37K – – –
TIM
2512
Tortoise Investment Management
New York
$37K – – –
VLKIM
2513
Van Lanschot Kempen Investment Management
Netherlands
$36K -$2.04K -61 -5%
RWM
2514
Raffa Wealth Management
District of Columbia
$35.8K -$3.44K -103 -8%
TCWA
2515
Ten Capital Wealth Advisors
Washington
$35K +$36.4K +1,089 +1,492%
RDIA
2516
RE Dickinson Investment Advisors
Iowa
$34K – – –
HS
2517
Horan Securities
United States
$33K +$4.48K +134 +14%
WR
2518
WD Rutherford
Oregon
$33K +$36.4K +1,090 New
CTB
2519
Country Trust Bank
Illinois
$31K -$970 -29 -3%
FDCC
2520
Foster Dykema Cabot & Co
Massachusetts
$30K – – –
LFA
2521
Level Financial Advisors
New York
$30K – – –
PCC
2522
Park Circle Company
Maryland
$30K – – –
CWAF
2523
Core Wealth Advisors (Florida)
Florida
$30K +$1.67K +50 +5%
CP
2524
Castleview Partners
Texas
$30K +$29.6K +884 +884%
AWM
2525
Avondale Wealth Management
Texas
$30K +$33.4K +1,000 New
99 100
101
102 103