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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
2526
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K -$3.76K -127 -8%
RWM
2527
Raffa Wealth Management
District of Columbia
$35.2K – – –
HWP
2528
Highline Wealth Partners
California
$35.1K +$266 +9 +0.7%
TLCM
2529
Twin Lakes Capital Management
California
$34.9K – – –
CCP
2530
Carmel Capital Partners
California
$34.4K -$14.6K -493 -28%
RBC
2531
Roble Belko & Company
Pennsylvania
$34K – – –
LF
2532
Lee Financial
Texas
$33.8K – – –
LOIP
2533
Live Oak Investment Partners
Texas
$33.3K – – –
VLKIM
2534
Van Lanschot Kempen Investment Management
Netherlands
$32.9K – – –
CP
2535
Castleview Partners
Texas
$32.4K -$2.96K -100 -8%
IFAM
2536
Institutional & Family Asset Management
Colorado
$29.7K +$30 +1 +0.1%
MWM
2537
Mascoma Wealth Management
New Hampshire
$29K +$3.85K +130 +14%
GTAM
2538
Global Trust Asset Management
Florida
$28.4K – – –
GJIA
2539
Glass Jacobson Investment Advisors
Maryland
$27.9K +$14.9K +504 +98%
LFA
2540
Level Financial Advisors
New York
$27.5K – – –
PCC
2541
Park Circle Company
Maryland
$27.4K – – –
CWAF
2542
Core Wealth Advisors (Florida)
Florida
$27.2K +$30 +1 +0.1%
FDCC
2543
Foster Dykema Cabot & Co
Massachusetts
$27K – – –
PO
2544
Private Ocean
California
$26.2K -$6.66K -225 -19%
FRA
2545
Front Row Advisors
California
$25.5K +$2.37K +80 +9%
CPG
2546
Cornerstone Planning Group
New Jersey
$25.5K -$14.3K -483 -34%
DWA
2547
Delos Wealth Advisors
Texas
$25.4K – – –
TC
2548
Truvestments Capital
Florida
$25.1K -$1.63K -55 -6%
FGA
2549
Fortis Group Advisors
New Jersey
$25K +$27K +914 New
NIC
2550
Northwest Investment Counselors
Oregon
$24K -$1.77K -60 -6%