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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1876
AllSquare Wealth Management
New York
$512K +$12.3K +300 +2%
TPWA
1877
TRUE Private Wealth Advisors
Oregon
$511K -$25.4K -619 -5%
FA
1878
Financial Advisors
Massachusetts
$510K – – –
GCAC
1879
Guardian Capital Advisors (Canada)
Ontario, Canada
$510K +$38.7K +945 +8%
BDFN
1880
Bond & Devick Financial Network
Minnesota
$509K -$6.56K -160 -1%
FTC
1881
Farmers Trust Company
Ohio
$509K – – –
GG
1882
Golden Green
South Carolina
$508K +$6.6K +161 +1%
BMC
1883
Benin Management Corp
Connecticut
$507K – – –
CFG
1884
Cooper Financial Group
California
$507K +$1.8K +44 +0.4%
FMTC
1885
Farmers & Merchants Trust Company
California
$506K +$25.8K +630 +5%
AWM
1886
Aberdeen Wealth Management
Illinois
$505K – – –
TCM
1887
Tradewinds Capital Management
Washington
$504K +$41 +1 +0%
KBG
1888
Kahn Brothers Group
New York
$503K -$54.9K -1,339 -10%
FNBOMD
1889
First National Bank of Mount Dora
Florida
$503K -$16.7K -408 -3%
CI
1890
CX Institutional
Indiana
$501K -$10.2K -250 -2%
ICP
1891
Interchange Capital Partners
Pennsylvania
$500K -$1.1M -26,734 -69%
MMA
1892
Miracle Mile Advisors
California
$498K +$17.7K +432 +4%
FSA
1893
Franklin Street Advisors
North Carolina
$495K -$14.8K -362 -3%
BIA
1894
BHK Investment Advisors
Alabama
$494K -$82.8K -2,020 -14%
SLA
1895
Silver Lake Advisory
Utah
$493K -$22.7K -554 -4%
FPS
1896
Fieldpoint Private Securities
Connecticut
$493K +$136K +3,320 +39%
TWM
1897
Triton Wealth Management
Arizona
$491K +$4.1K +100 +0.9%
B
1898
Brightworth
Georgia
$491K +$26.3K +641 +6%
GWS
1899
Glassman Wealth Services
Virginia
$489K -$7.5K -183 -2%
RWB
1900
RMR Wealth Builders
New Jersey
$488K -$229K -5,589 -32%
74 75
76
77 78