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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1851
HWG Holdings
Texas
$185K +$47.2K +1,713 +38%
HFM
1852
Harvest Fund Management
China
$185K +$49K +1,778 +40%
DPA
1853
Delphi Private Advisors
California
$185K +$172K +6,255 New
PCA
1854
Providence Capital Advisors
North Carolina
$185K +$173K +6,279 New
JGIA
1855
Jackson Grant Investment Advisers
Connecticut
$183K -$3.91K -142 -2%
WCM
1856
Wunderlich Capital Managemnt
Tennessee
$163K -$799 -29 -0.5%
OHS
1857
Odey Holdings (Switzerland)
Switzerland
$156K – – –
CCM
1858
Cribstone Capital Management
Maine
$156K +$15.8K +572 +12%
BC
1859
Bartlett & Co
Ohio
$151K – – –
TFO
1860
Tarbox Family Office
California
$151K +$799 +29 +0.6%
GI
1861
Gradient Investments
Minnesota
$150K +$140K +5,084 New
TIM
1862
Tortoise Investment Management
New York
$149K +$9.18K +333 +7%
RP
1863
Rowlandmiller & Partners
Georgia
$144K -$1.93K -70 -1%
HFP
1864
Holistic Financial Partners
Indiana
$140K +$130K +4,727 New
RFM
1865
Royal Fund Management
Florida
$139K +$125K +4,544 +2,510%
CCMW
1866
Cypress Capital Management (Wyoming)
Wyoming
$138K -$5.51K -200 -4%
LA
1867
Legacy Advisors
Pennsylvania
$136K -$7.22K -262 -5%
AC
1868
Avestar Capital
New York
$135K +$129K +4,681 New
BWA
1869
Burt Wealth Advisors
Maryland
$133K +$2.76K +100 +2%
SAS
1870
Stelac Advisory Services
New York
$131K -$1.45M -52,647 -92%
MWM
1871
Mascoma Wealth Management
New Hampshire
$125K – – –
BWL
1872
Bogart Wealth LLC
Virginia
$124K – – –
PG
1873
Patten Group
Tennessee
$116K -$100K -3,640 -48%
NCM
1874
Northstar Capital Management
New York
$116K +$108K +3,923 New
RFWA
1875
RPg Family Wealth Advisory
Massachusetts
$116K +$25.2K +913 +30%
73 74
75
76 77