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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
1451
Regal Wealth Group
California
$54K +$54.5K +3,224 New
RFA
1452
Reilly Financial Advisors
California
$53K +$8.46K +500 +19%
WCM
1453
Wealthcare Capital Management
Virginia
$51K -$2.96K -175 -5%
BIM
1454
Barton Investment Management
Pennsylvania
$50K +$50.7K +3,000 New
FMP
1455
Financial Management Professionals
Texas
$48K – – –
RI
1456
Redwood Investments
Massachusetts
$47K – – –
SIG
1457
Stanford Investment Group
California
$46K – – –
LWM
1458
Lenox Wealth Management
Ohio
$45K -$1.06K -63 -2%
MIP
1459
Mondrian Investment Partners
United Kingdom
$45K – – –
WA
1460
WealthTrust-Arizona
Arizona
$45K +$8.46K +500 +23%
PAI
1461
Pittenger & Anderson Inc
Nebraska
$44K -$1.69K -100 -4%
WAS
1462
Winch Advisory Services
Wisconsin
$43K +$42.2K +2,497 +4,994%
BC
1463
Bartlett & Co
Ohio
$42K -$26.9K -1,592 -39%
LWA
1464
Lenox Wealth Advisors
New York
$40K -$23.1K -1,368 -37%
TSU
1465
TD Securities (USA)
New York
$39K -$61.6K -3,644 -61%
OC
1466
Oakworth Capital
Alabama
$39K – – –
CBT
1467
Central Bank & Trust
Kentucky
$38K +$20.2K +1,195 +110%
PCTC
1468
Perkins Coie Trust Company
Washington
$36K -$304 -18 -0.8%
NHFG
1469
New Harbor Financial Group
Massachusetts
$36K – – –
BCI
1470
Brinker Capital Investments
Pennsylvania
$36K +$3.01K +178 +9%
PCP
1471
Proficio Capital Partners
Massachusetts
$35K +$34.8K +2,060 New
AWMS
1472
Advocacy Wealth Management Services
Georgia
$34K +$33.8K +2,000 New
RBC
1473
Roble Belko & Company
Pennsylvania
$33K +$5.58K +330 +20%
BAM
1474
Bruderman Asset Management
New York
$32K +$17 +1 +0.1%
RFWA
1475
RPg Family Wealth Advisory
Massachusetts
$31K +$31.2K +1,843 New
57 58
59
60 61