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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2701
Tortoise Investment Management
New York
$51K – – –
TLCM
2702
Twin Lakes Capital Management
California
$51K +$226 +5 +0.4%
SC
2703
Schubert & Co
Texas
$51K +$993 +22 +2%
RDIA
2704
RE Dickinson Investment Advisors
Iowa
$51K +$5.05K +112 +10%
CAL
2705
Capital Advisors Ltd
Ohio
$50K +$2.03K +45 +4%
FCMT
2706
Founders Capital Management (Texas)
Texas
$48K – – –
CWA
2707
Carolina Wealth Advisors
South Carolina
$46K -$16K -355 -24%
SFG
2708
Sage Financial Group
Pennsylvania
$45K – – –
CTB
2709
Country Trust Bank
Illinois
$43K +$4.24K +94 +10%
LFA
2710
Level Financial Advisors
New York
$41K -$5.59K -124 -11%
PCC
2711
Park Circle Company
Maryland
$41K – – –
ACM
2712
Antonetti Capital Management
Florida
$40K -$406K -9,000 -90%
CWAF
2713
Core Wealth Advisors (Florida)
Florida
$39K – – –
ST
2714
Sageworth Trust
Pennsylvania
$39K – – –
HS
2715
Horan Securities
United States
$39K +$722 +16 +2%
NC
2716
NewSquare Capital
Pennsylvania
$38K – – –
AWM
2717
Activest Wealth Management
Florida
$38K +$4.29K +95 +11%
MUMSS
2718
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38K +$42K +930 New
RCA
2719
Reitz Capital Advisors
Michigan
$38K +$42K +930 New
SC
2720
Siena Capital
Ohio
$37K -$229K -5,074 -85%
CA
2721
Crewe Advisors
Utah
$37K – – –
LWA
2722
Lowe Wealth Advisors
Maryland
$36K – – –
MG
2723
MilWealth Group
Wisconsin
$35.4K – – –
FRA
2724
Front Row Advisors
California
$34K +$541 +12 +1%
CFN
2725
Cordasco Financial Network
Florida
$31K -$1.13K -25 -3%
107 108
109
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