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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2676
Carolina Wealth Advisors
South Carolina
$65K +$8.56K +188 +15%
SFPG
2677
Stonebridge Financial Planning Group
Florida
$64K +$46 +1 +0.1%
MAM
2678
McCarthy Asset Management
California
$63K – – –
HIM
2679
Hillsdale Investment Management
Ontario, Canada
$62K +$20.5K +450 +48%
RBC
2680
Roble Belko & Company
Pennsylvania
$60K -$911 -20 -1%
IFAM
2681
Institutional & Family Asset Management
Colorado
$60K +$911 +20 +2%
AIP
2682
Ahrens Investment Partners
Louisiana
$60K +$61K +1,339 New
PO
2683
Private Ocean
California
$58K +$19.6K +430 +49%
RWM
2684
Raffa Wealth Management
District of Columbia
$57.3K -$4.05K -89 -6%
TLCM
2685
Twin Lakes Capital Management
California
$55K -$9.16K -201 -14%
TIM
2686
Tortoise Investment Management
New York
$55K – – –
DWA
2687
Delos Wealth Advisors
Texas
$55K +$34.2K +751 +158%
SC
2688
Schubert & Co
Texas
$54K +$55.1K +1,209 New
FPWM
2689
FSB Premier Wealth Management
Iowa
$54K +$55.5K +1,219 New
CFCI
2690
Comprehensive Financial Consultants Institutional
Indiana
$53K +$54.2K +1,189 New
TF
2691
Tompkins Financial
New York
$52K – – –
CAC
2692
Core Alternative Capital
Georgia
$52K +$16.8K +368 +46%
CAL
2693
Capital Advisors Ltd
Ohio
$52K +$40K +877 +292%
RDIA
2694
RE Dickinson Investment Advisors
Iowa
$50K +$51K +1,120 New
LFA
2695
Level Financial Advisors
New York
$50K +$51.4K +1,128 New
SFG
2696
Sage Financial Group
Pennsylvania
$49K – – –
FCMT
2697
Founders Capital Management (Texas)
Texas
$48K – – –
PCC
2698
Park Circle Company
Maryland
$44K – – –
ST
2699
Sphinx Trading
Illinois
$44K – – –
RI
2700
Rinkey Investments
California
$44K +$41.5K +910 New
106 107
108
109 110