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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3076
FSA Wealth Management
Massachusetts
$213K +$195 +4 +0.1%
SFO
3077
Stenger Family Office
Illinois
$213K +$196K +4,009 New
TI
3078
Truepoint Inc
Ohio
$211K +$200K +4,096 New
IG
3079
IFS Group
Pennsylvania
$211K +$203K +4,168 New
TFA
3080
Tobias Financial Advisors
Florida
$211K +$200K +4,091 New
RGC
3081
Roberts, Glore & Co
Illinois
$211K +$200K +4,090 New
PWP
3082
Parkwoods Wealth Partners
New York
$211K -$52.1K -1,067 -21%
PAS
3083
PKS Advisory Services
New York
$210K +$199K +4,080 New
RAG
3084
RIA Advisory Group
Iowa
$210K +$199K +4,077 New
MCM
3085
McRae Capital Management
New Jersey
$210K +$199K +4,071 New
SL
3086
Salomon & Ludwin
Virginia
$209K +$118K +2,424 +142%
CIM
3087
Chapman Investment Management
California
$209K +$198K +4,058 New
GSAM
3088
Grant Street Asset Management
Pennsylvania
$209K +$198K +4,052 New
RI
3089
Ridgewood Investments
New Jersey
$209K – – –
CC
3090
Constitution Capital
Connecticut
$209K +$198K +4,050 New
SWM
3091
Steinberganna Wealth Management
New York
$208K +$197K +4,036 New
NSB
3092
Norway Savings Bank
Maine
$208K -$13.4K -275 -6%
FDCP
3093
Foster Dykema Cabot & Partners
Massachusetts
$208K +$124K +2,549 +172%
SAM
3094
Satovsky Asset Management
New York
$208K +$196K +4,022 New
RCA
3095
Runnymede Capital Advisors
Ohio
$207K +$196K +4,019 New
SWM
3096
Scissortail Wealth Management
Oklahoma
$207K -$14.3K -293 -7%
SCA
3097
Stuart Chaussee & Associates
California
$206K – – –
ADBIC
3098
A.D. Beadell Investment Counsel
Wisconsin
$206K +$195K +4,000 New
DSN
3099
D. Scott Neal
Kentucky
$206K +$195K +3,992 New
AFGAS
3100
Allegiance Financial Group Advisory Services
Virginia
$205K +$193K +3,963 New
122 123
124
125 126