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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1851
&Partners
Tennessee
$240K +$24.7K +993 +11%
IIM
1852
Ironwood Investment Management
Massachusetts
$239K – – –
CWA
1853
Carolina Wealth Advisors
South Carolina
$239K +$16.1K +645 +7%
PCM
1854
Pennsylvania Capital Management
Pennsylvania
$238K -$278K -11,171 -54%
FC
1855
Fusion Capital
South Carolina
$238K -$29.1K -1,167 -11%
NQWM
1856
Northwest Quadrant Wealth Management
Oregon
$237K -$4.56K -183 -2%
HAFS
1857
Hapanowicz & Associates Financial Services
Pennsylvania
$237K +$246K +9,865 New
BAM
1858
Bellevue Asset Management
Washington
$236K +$1.17K +47 +0.5%
PWAC
1859
Private Wealth Advisors (California)
California
$236K +$1.42K +57 +0.6%
PIMG
1860
Patriot Investment Management Group
Tennessee
$236K +$76.8K +3,086 +46%
FIA
1861
Foundations Investment Advisors
Arizona
$235K -$95.3K -3,827 -28%
C
1862
Certuity
Florida
$235K +$9.24K +371 +4%
AWM
1863
AllSquare Wealth Management
New York
$234K – – –
JLBC
1864
J.L. Bainbridge & Co
Florida
$234K +$2.27K +91 +0.9%
NEPPG
1865
New England Professional Planning Group
Rhode Island
$233K -$68.9K -2,766 -22%
VNA
1866
Valley National Advisers
Pennsylvania
$233K -$20.3K -816 -8%
SMC
1867
Smith, Moore & Co
Missouri
$232K +$100 +4 +0%
BL
1868
Balentine LLC
Georgia
$232K +$25.1K +1,009 +12%
PP
1869
PDS Planning
Ohio
$232K +$240K +9,635 New
BC
1870
Brio Consultants
California
$229K -$7.54K -303 -3%
LWIC
1871
Leith Wheeler Investment Counsel
British Columbia, Canada
$229K – – –
ACA
1872
Affinity Capital Advisors
California
$229K +$236K +9,497 New
MCP
1873
Mirador Capital Partners
California
$228K -$23.4K -940 -9%
ML
1874
McAdam LLC
Pennsylvania
$228K +$6.1K +245 +3%
WP
1875
WMS Partners
Maryland
$226K -$10.8K -432 -4%
73 74
75
76 77