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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1901
Continuum Advisory
Idaho
$233K +$237K +10,024 New
BAM
1902
Bellevue Asset Management
Washington
$232K – – –
AWM
1903
AllSquare Wealth Management
New York
$231K -$28.2K -1,194 -11%
PWAC
1904
Private Wealth Advisors (California)
California
$231K -$11.1K -469 -5%
TF
1905
TimeScale Financial
Massachusetts
$231K +$11.9K +503 +5%
CPIG
1906
Chicago Partners Investment Group
Illinois
$230K +$225K +9,537 New
SMC
1907
Smith, Moore & Co
Missouri
$229K -$11.4K -484 -5%
IF
1908
IRON Financial
Illinois
$229K +$228K +9,629 New
JLBC
1909
J.L. Bainbridge & Co
Florida
$228K – – –
IP
1910
Investment Partners
Ohio
$228K +$756 +32 +0.3%
AL
1911
AJO LP
Pennsylvania
$227K -$3.83M -162,287 -94%
AHC
1912
Adell Harriman & Carpenter
Texas
$226K -$29.1K -1,230 -11%
LWIC
1913
Leith Wheeler Investment Counsel
British Columbia, Canada
$225K -$128K -5,400 -36%
NG
1914
Northstar Group
New York
$225K -$51.4K -2,174 -19%
KWMG
1915
King Wealth Management Group
Florida
$223K +$222K +9,391 New
ACM
1916
Aljian Capital Management
Nevada
$222K +$221K +9,340 New
C
1917
Certuity
Florida
$222K +$221K +9,365 New
HAS
1918
HBW Advisory Services
California
$221K +$220K +9,301 New
ACM
1919
Allred Capital Management
Texas
$221K +$221K +9,341 New
CWA
1920
Carolina Wealth Advisors
South Carolina
$220K +$11.9K +504 +6%
BIM
1921
Bridgecreek Investment Management
Oklahoma
$220K +$219K +9,250 New
ML
1922
McAdam LLC
Pennsylvania
$219K +$218K +9,208 New
FRM
1923
Fox Run Management
Connecticut
$219K +$218K +9,222 New
CAM
1924
Claret Asset Management
Quebec, Canada
$218K -$55.3K -2,340 -20%
PHAM
1925
Palisades Hudson Asset Management
Florida
$218K +$217K +9,183 New
75 76
77
78 79