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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1826
Carl P. Sherr & Co
Massachusetts
$501K +$30.6K +1,073 +7%
TL
1827
Tradewinds LLC
North Carolina
$501K +$9.33K +327 +2%
JHP
1828
James Hambro & Partners
United Kingdom
$500K +$42.5K +1,490 +9%
AWM
1829
AllSquare Wealth Management
New York
$499K – – –
CPRC
1830
Consolidated Portfolio Review Corp
New York
$497K -$12.2K -427 -2%
SWM
1831
Silverlake Wealth Management
Vermont
$497K +$4.91K +172 +1%
TCM
1832
Traynor Capital Management
Pennsylvania
$496K -$1.17K -41 -0.2%
BCA
1833
Bay Colony Advisors
Massachusetts
$495K -$38.9K -1,364 -7%
NA
1834
Navellier & Associates
Nevada
$493K +$25.7K +900 +6%
AFAS
1835
Acorn Financial Advisory Services
Virginia
$493K +$58.9K +2,063 +14%
KFI
1836
Key Financial Inc
Pennsylvania
$492K -$3.08K -108 -0.6%
AC
1837
Addison Capital
Pennsylvania
$492K – – –
PCM
1838
Pointe Capital Management
Michigan
$491K +$5.22K +183 +1%
WA
1839
WESPAC Advisors
California
$487K +$57.1K +2,001 +13%
DAM
1840
Delta Asset Management
Tennessee
$486K -$27.1K -950 -5%
SIM
1841
SSI Investment Management
California
$486K -$68.3K -2,395 -12%
WFA
1842
Websterrogers Financial Advisors
South Carolina
$485K +$6.02K +211 +1%
DBT
1843
Dubuque Bank & Trust
Iowa
$484K +$34.5K +1,208 +8%
YIA
1844
YHB Investment Advisors
Connecticut
$484K +$1.88K +66 +0.4%
WA
1845
Wealth Alliance
New York
$483K -$160K -5,595 -25%
AWAP
1846
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$482K +$10.2K +356 +2%
AIA
1847
Angeles Investment Advisors
California
$482K +$66.7K +2,336 +16%
ABLA
1848
Alan B. Lancz & Associates
Ohio
$481K +$59.9K +2,100 +14%
BW
1849
BIP Wealth
Georgia
$481K -$56.7K -1,988 -11%
PWM
1850
Prentice Wealth Management
New York
$481K +$124K +4,331 +35%
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