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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1901
Tortoise Investment Management
New York
$93K -$29.8K -1,000 -23%
NWM
1902
Northwest Wealth Management
Iowa
$93K +$239 +8 +0.2%
GFP
1903
Gryphon Financial Partners
Ohio
$92K -$4.8K -161 -5%
ML
1904
McAdam LLC
Pennsylvania
$92K +$38.8K +1,300 +66%
SBL
1905
Sargent Bickham Lagudis
Colorado
$90K -$328 -11 -0.3%
WCM
1906
Wealthcare Capital Management
Virginia
$86K – – –
CHP
1907
Cable Hill Partners
Oregon
$86K +$17.9K +600 +25%
FMP
1908
Financial Management Professionals
Texas
$85K +$5.97K +200 +7%
BCI
1909
Brinker Capital Investments
Pennsylvania
$82K +$13.2K +444 +18%
AWM
1910
Aevitas Wealth Management
Massachusetts
$81K +$448 +15 +0.5%
SGAM
1911
Smith Group Asset Management
Texas
$80K -$5.97K -200 -7%
SA
1912
SRH Advisors
Kansas
$74K – – –
HDIM
1913
Hanson & Doremus Investment Management
Vermont
$73K – – –
TC
1914
Trilogy Capital
California
$71K -$12.7K -426 -14%
JWA
1915
JFS Wealth Advisors
Pennsylvania
$68K -$15.3K -513 -17%
BBA
1916
Braun-Bostich & Associates
Pennsylvania
$67K – – –
PAI
1917
Pittenger & Anderson Inc
Nebraska
$66K – – –
CIM
1918
Contravisory Investment Management
Massachusetts
$64K +$12K +402 +22%
PCTC
1919
Perkins Coie Trust Company
Washington
$63K -$8.95K -300 -12%
TAIM
1920
TD Ameritrade Investment Management
Nebraska
$63K +$66.9K +2,241 New
OWA
1921
One Wealth Advisors
California
$61K – – –
BAM
1922
Bruderman Asset Management
New York
$59K +$30K +1,006 +93%
BAM
1923
Barrett Asset Management
New York
$58K – – –
PFGIA
1924
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$207K -6,922 -77%
DWA
1925
Divergent Wealth Advisors
Utah
$57K -$4.5K -151 -7%
75 76
77
78 79