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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
2676
Stonebridge Financial Planning Group
Florida
$64K +$46 +1 +0.1%
MAM
2677
McCarthy Asset Management
California
$63K – – –
HIM
2678
Hillsdale Investment Management
Ontario, Canada
$62K +$20.5K +450 +48%
RBC
2679
Roble Belko & Company
Pennsylvania
$60K -$911 -20 -1%
IFAM
2680
Institutional & Family Asset Management
Colorado
$60K +$911 +20 +2%
AIP
2681
Ahrens Investment Partners
Louisiana
$60K +$61K +1,339 New
PO
2682
Private Ocean
California
$58K +$19.6K +430 +49%
RWM
2683
Raffa Wealth Management
District of Columbia
$57.3K -$4.05K -89 -6%
TLCM
2684
Twin Lakes Capital Management
California
$55K -$9.16K -201 -14%
TIM
2685
Tortoise Investment Management
New York
$55K – – –
DWA
2686
Delos Wealth Advisors
Texas
$55K +$34.2K +751 +158%
SC
2687
Schubert & Co
Texas
$54K +$55.1K +1,209 New
FPWM
2688
FSB Premier Wealth Management
Iowa
$54K +$55.5K +1,219 New
CFCI
2689
Comprehensive Financial Consultants Institutional
Indiana
$53K +$54.2K +1,189 New
TF
2690
Tompkins Financial
New York
$52K – – –
CAC
2691
Core Alternative Capital
Georgia
$52K +$16.8K +368 +46%
CAL
2692
Capital Advisors Ltd
Ohio
$52K +$40K +877 +292%
RDIA
2693
RE Dickinson Investment Advisors
Iowa
$50K +$51K +1,120 New
LFA
2694
Level Financial Advisors
New York
$50K +$51.4K +1,128 New
SFG
2695
Sage Financial Group
Pennsylvania
$49K – – –
FCMT
2696
Founders Capital Management (Texas)
Texas
$48K – – –
PCC
2697
Park Circle Company
Maryland
$44K – – –
ST
2698
Sphinx Trading
Illinois
$44K – – –
RI
2699
Rinkey Investments
California
$44K +$41.5K +910 New
ST
2700
Sageworth Trust
Pennsylvania
$43K – – –
106 107
108
109 110