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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2551
Bell Investment Advisors
California
$38.7K -$12.7K -445 -25%
RWM
2552
Raffa Wealth Management
District of Columbia
$36.9K – – –
CP
2553
Castleview Partners
Texas
$36.8K +$8.56K +300 +30%
TLCM
2554
Twin Lakes Capital Management
California
$36.6K +$228 +8 +0.6%
HWP
2555
Highline Wealth Partners
California
$36.5K – – –
RBC
2556
Roble Belko & Company
Pennsylvania
$36K – – –
LF
2557
Lee Financial
Texas
$35.5K -$54.3K -1,903 -61%
LOIP
2558
Live Oak Investment Partners
Texas
$34.6K – – –
VLKIM
2559
Van Lanschot Kempen Investment Management
Netherlands
$34.5K – – –
PO
2560
Private Ocean
California
$33.9K – – –
SIS
2561
Strategic Investment Solutions
Illinois
$33.3K – – –
NC
2562
NewSquare Capital
Pennsylvania
$31.8K -$1.43K -50 -4%
MFG
2563
Mendota Financial Group
Wisconsin
$31.4K – – –
IFAM
2564
Institutional & Family Asset Management
Colorado
$31.1K +$6.93K +243 +29%
GTAM
2565
Global Trust Asset Management
Florida
$29.7K +$9.27K +325 +46%
BBA
2566
Baader Bank Aktiengesellschaft
Germany
$29.3K +$37.5K +1,314 New
MWM
2567
Mascoma Wealth Management
New Hampshire
$29.1K -$1.54K -54 -5%
CWM
2568
Cranbrook Wealth Management
Michigan
$29K -$28.3K -990 -49%
FDCC
2569
Foster Dykema Cabot & Co
Massachusetts
$29K – – –
LFA
2570
Level Financial Advisors
New York
$28.8K – – –
PCC
2571
Park Circle Company
Maryland
$28.7K – – –
CWAF
2572
Core Wealth Advisors (Florida)
Florida
$28.5K +$29 +1 +0.1%
TC
2573
Truvestments Capital
Florida
$27.9K +$2.03K +71 +8%
MAM
2574
Marquette Asset Management
Minnesota
$27.3K +$20.9K +733 +333%
NIC
2575
Northwest Investment Counselors
Oregon
$26.9K +$1.85K +65 +7%
101 102
103
104 105