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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2626
MOTCO
Texas
$142K +$22.6K +500 +17%
CP
2627
Castleview Partners
Texas
$142K +$156K +3,448 New
RDFA
2628
Ritter Daniher Financial Advisory
Ohio
$137K – – –
WFA
2629
Wellspring Financial Advisors
Ohio
$134K +$146K +3,241 New
KC
2630
Knuff & Co
California
$130K – – –
CH
2631
Canton Hathaway
Rhode Island
$128K – – –
FCG
2632
Financial Connections Group
California
$128K – – –
C
2633
Covestor
United Kingdom
$127K +$54.8K +1,215 +65%
DWA
2634
Dougherty Wealth Advisers
Minnesota
$126K – – –
CAC
2635
Core Alternative Capital
Georgia
$126K +$84.6K +1,874 +160%
ANBT
2636
American National Bank & Trust
Texas
$124K +$37.5K +831 +38%
AW
2637
Alaethes Wealth
Nevada
$123K – – –
MWC
2638
MBM Wealth Consultants
Missouri
$122K – – –
CAM
2639
Costello Asset Management
Pennsylvania
$120K -$41.6K -923 -24%
HFA
2640
HC Financial Advisors
California
$119K -$11.3K -250 -8%
DBG
2641
De Burlo Group
Massachusetts
$117K +$128K +2,832 New
CI
2642
Carroll Investors
South Carolina
$115K – – –
RCA
2643
Riverview Capital Advisers
Massachusetts
$112K -$8.67M -192,267 -99%
JWM
2644
Janiczek Wealth Management
Colorado
$111K -$11.1K -246 -8%
APW
2645
Acima Private Wealth
Virginia
$111K – – –
NF
2646
Norwood Financial
Pennsylvania
$110K +$2.26K +50 +2%
MWM
2647
Mascoma Wealth Management
New Hampshire
$107K +$41.1K +910 +54%
CM
2648
Capula Management
Cayman Islands
$107K +$117K +2,600 New
BAM
2649
Baldrige Asset Management
Pennsylvania
$105K -$39.3K -870 -26%
TVWM
2650
Tower View Wealth Management
Wisconsin
$103K -$4.51K -100 -4%
104 105
106
107 108