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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1901
Clarus Wealth Advisors
Arizona
$186K +$1.08K +40 +0.5%
BC
1902
Barnett & Company
Tennessee
$185K – – –
APC
1903
Aspire Private Capital
North Carolina
$185K +$204K +7,504 New
WC
1904
Whitnell & Co
Illinois
$183K +$72.7K +2,681 +57%
BDWM
1905
Brewin Dolphin Wealth Management
Ireland
$182K – – –
BFC
1906
Bedel Financial Consulting
Indiana
$180K +$38.1K +1,406 +24%
BC
1907
Bartlett & Co
Ohio
$177K +$27.7K +1,022 +17%
BCWM
1908
Bartlett & Co Wealth Management
Ohio
$177K +$27.7K +1,022 +17%
MWA
1909
Meridian Wealth Advisors
Texas
$176K +$194K +7,158 New
CAC
1910
Certified Advisory Corp
Florida
$172K -$15.4K -566 -8%
HI
1911
Human Investing
Oregon
$164K +$180K +6,639 New
BCI
1912
Brinker Capital Investments
Pennsylvania
$161K +$86.4K +3,184 +95%
SBL
1913
Sargent Bickham Lagudis
Colorado
$160K +$46K +1,696 +35%
WOC
1914
West Oak Capital
California
$154K -$27.1K -1,000 -14%
BWL
1915
Bogart Wealth LLC
Virginia
$153K – – –
RFWA
1916
RPg Family Wealth Advisory
Massachusetts
$152K -$3.86M -142,349 -96%
BAM
1917
Bruderman Asset Management
New York
$151K +$137K +5,052 +463%
PFC
1918
Phocas Financial Corp
California
$151K +$167K +6,140 New
WA
1919
Winfield Associates
Ohio
$148K -$27.1K -1,000 -14%
M
1920
MOTCO
Texas
$147K +$7.49K +276 +5%
CCM
1921
Cribstone Capital Management
Maine
$147K +$27.1K +1,000 +20%
WANY
1922
Wealthspire Advisors (New York)
New York
$143K +$157K +5,794 New
BWA
1923
Burt Wealth Advisors
Maryland
$142K +$34.6K +1,276 +28%
CB
1924
Community Bank
New York
$141K – – –
JGIA
1925
Jackson Grant Investment Advisers
Connecticut
$140K -$41.3K -1,521 -21%
75 76
77
78 79