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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1901
Shine Investment Advisory Services
Colorado
$104K -$11.9K -390 -10%
TC
1902
Trilogy Capital
California
$101K +$27.4K +898 +35%
BCI
1903
Brinker Capital Investments
Pennsylvania
$99K +$14.2K +467 +16%
FEG
1904
Financial Enhancement Group
Indiana
$98K – – –
TIM
1905
Tortoise Investment Management
New York
$97K – – –
SIS
1906
Sound Income Strategies
Florida
$96K +$82.8K +2,718 +497%
BA
1907
Ballew Advisors
Mississippi
$95K -$23.2K -761 -17%
NWM
1908
Northwest Wealth Management
Iowa
$95K -$2.83K -93 -3%
ONST
1909
Old North State Trust
North Carolina
$93K +$96.5K +3,167 New
FMP
1910
Financial Management Professionals
Texas
$91K +$3.08K +101 +3%
WCM
1911
Wealthcare Capital Management
Virginia
$90K – – –
ML
1912
McAdam LLC
Pennsylvania
$87K -$9.72K -319 -10%
AWM
1913
Aevitas Wealth Management
Massachusetts
$84K +$274 +9 +0.3%
LWA
1914
Lenox Wealth Advisors
New York
$81K -$96.4K -3,165 -54%
SA
1915
SRH Advisors
Kansas
$78K – – –
CH
1916
Canton Hathaway
Rhode Island
$78K +$80.2K +2,633 New
HMS
1917
Hanseatic Management Services
New Mexico
$77K -$335K -10,984 -81%
HDIM
1918
Hanson & Doremus Investment Management
Vermont
$76K – – –
CWSR
1919
Chessman Wealth Strategies RIA
Texas
$75K +$77.2K +2,536 New
BBA
1920
Braun-Bostich & Associates
Pennsylvania
$70K – – –
JWA
1921
JFS Wealth Advisors
Pennsylvania
$69K -$2.1K -69 -3%
SGAM
1922
Smith Group Asset Management
Texas
$68K -$16.4K -540 -19%
PAI
1923
Pittenger & Anderson Inc
Nebraska
$68K – – –
OWA
1924
One Wealth Advisors
California
$67K +$3.29K +108 +5%
RCG
1925
Ruggie Capital Group
Florida
$63K -$138K -4,532 -68%
75 76
77
78 79