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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1301
Bangor Savings Bank
Maine
$183K -$17.5K -1,300 -9%
NEPPG
1302
New England Professional Planning Group
Rhode Island
$182K – – –
TFO
1303
Tarbox Family Office
California
$182K +$1.9K +141 +1%
BC
1304
Bartlett & Co
Ohio
$182K +$148K +10,950 +438%
BT
1305
Brandywine Trust
Delaware
$180K – – –
CPSAC
1306
Chas P. Smith & Associates (CPS)
Florida
$180K – – –
RAM
1307
Riggs Asset Management
Pennsylvania
$180K – – –
LIC
1308
Lodestar Investment Counsel
Illinois
$180K +$180K +13,336 New
RWA
1309
Ropes Wealth Advisors
Massachusetts
$179K +$1.96K +145 +1%
TCM
1310
Tradewinds Capital Management
Washington
$179K +$5.01K +371 +3%
SI
1311
Scout Investments
Missouri
$178K -$17.2K -1,273 -9%
MPI
1312
Mairs & Power Inc
Minnesota
$177K -$9.11K -675 -5%
DJSG
1313
D.J. St. Germain
Massachusetts
$177K -$1.08K -80 -0.6%
AP
1314
Atwood & Palmer
Missouri
$177K – – –
LK
1315
Lumbard & Kellner
New Hampshire
$176K – – –
VFP
1316
Verus Financial Partners
Virginia
$176K +$229 +17 +0.1%
FWM
1317
FFT Wealth Management
Pennsylvania
$176K +$13.5K +1,000 +8%
IC
1318
Intersect Capital
California
$176K +$175K +12,981 New
LDB
1319
Lee, Danner & Bass
Tennessee
$175K -$44.5K -3,296 -22%
CS
1320
Comerica Securities
Michigan
$175K +$175K +12,933 New
TBA
1321
Tower Bridge Advisors
Pennsylvania
$175K -$17.7K -1,310 -9%
SCA
1322
Snowden Capital Advisors
New York
$174K +$174K +12,897 New
TWA
1323
TCI Wealth Advisors
Arizona
$173K +$39.9K +2,953 +30%
IF
1324
IRON Financial
Illinois
$173K +$172K +12,778 New
BWM
1325
Baystate Wealth Management
Massachusetts
$173K +$173K +12,817 New
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