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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1326
Plante Moran Financial Advisors
Michigan
$116K +$21.5K +1,340 +22%
HPBT
1327
High Point Bank & Trust
North Carolina
$115K – – –
MCM
1328
MV Capital Management
Maryland
$114K – – –
RWA
1329
Ropes Wealth Advisors
Massachusetts
$104K +$109K +6,758 New
CCMW
1330
Cypress Capital Management (Wyoming)
Wyoming
$102K -$81.9K -5,100 -44%
CHP
1331
Cable Hill Partners
Oregon
$100K – – –
SFFS
1332
Stonehage Fleming Financial Services
Jersey
$99K – – –
BWA
1333
Burt Wealth Advisors
Maryland
$98K -$66.3K -4,130 -39%
MWAN
1334
Mariner Wealth Advisors (NYC)
Kansas
$98K +$103K +6,395 New
VNA
1335
Valley National Advisers
Pennsylvania
$92K -$22.9K -1,425 -19%
CB
1336
Community Bank
New York
$92K -$1.61K -100 -2%
SCA
1337
Strategic Capital Alternatives
United States
$92K +$96.4K +6,004 New
IC
1338
Intersect Capital
California
$88K -$24.2K -1,506 -21%
ATC
1339
Adirondack Trust Company
New York
$87K -$5.62K -350 -6%
RPG
1340
Risk Paradigm Group
Texas
$83.9K +$87.5K +5,450 New
M
1341
MOTCO
Texas
$82K – – –
WP
1342
WealthPLAN Partners
Nebraska
$82K +$85.7K +5,333 New
KA
1343
Klingman & Associates
New York
$77K – – –
PFSC
1344
Peoples Financial Services Corp
Pennsylvania
$69K – – –
BCM
1345
Blume Capital Management
California
$65K +$8.03K +500 +14%
BAM
1346
Brave Asset Management
New Jersey
$63K +$19.7K +1,226 +43%
GWA
1347
Genesis Wealth Advisors
Massachusetts
$61.7K – – –
GI
1348
Gradient Investments
Minnesota
$59K +$2.18K +136 +4%
MMG
1349
Monetary Management Group
Missouri
$58K – – –
BC
1350
Bartlett & Co
Ohio
$58K +$8.83K +550 +17%
52 53
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55 56