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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1901
Castle Rock Wealth Management
California
$489K -$32.3K -801 -7%
PFA
1902
Pure Financial Advisors
California
$489K +$15.6K +388 +3%
JC
1903
Jacobs & Co
California
$488K -$3.42K -85 -0.7%
BOS
1904
Bingham Osborn & Scarborough
California
$485K -$54.6K -1,355 -11%
TIA
1905
Traphagen Investment Advisors
New Jersey
$482K -$725 -18 -0.2%
PWMG
1906
Pinnacle Wealth Management Group
Michigan
$482K -$99.7K -2,475 -18%
PCM
1907
Penserra Capital Management
California
$480K -$6.24K -155 -1%
RFO
1908
RiverGlades Family Offices
Florida
$480K – – –
VBFP
1909
Valtinson Bruner Financial Planning
Minnesota
$479K -$9.39K -233 -2%
RPG
1910
Resource Planning Group
Georgia
$478K – – –
DS
1911
DRW Securities
Illinois
$477K -$245K -6,090 -35%
AFS
1912
Annapolis Financial Services
Maryland
$477K +$19.3K +478 +4%
GC
1913
Gratus Capital
Georgia
$472K -$7.25K -180 -2%
NWA
1914
New World Advisors
Massachusetts
$471K -$413K -10,246 -51%
JSL
1915
JT Stratford LLC
Georgia
$471K +$16.5K +409 +4%
QFA
1916
Quattro Financial Advisors
Texas
$470K – – –
SAM
1917
Smithbridge Asset Management
Pennsylvania
$470K – – –
FWM
1918
FFT Wealth Management
Pennsylvania
$470K +$7.41K +184 +2%
HWMA
1919
Heritage Wealth Management (Arizona)
Arizona
$469K – – –
MCP
1920
Mirador Capital Partners
California
$469K +$81 +2 +0%
NQWM
1921
Northwest Quadrant Wealth Management
Oregon
$467K -$3.22K -80 -0.7%
CHA
1922
Cooper/Haims Advisors
New York
$460K – – –
SFG
1923
Summit Financial Group
West Virginia
$459K – – –
SIC
1924
Sigma Investment Counselors
Michigan
$458K -$17.5K -435 -4%
TCM
1925
Tuttle Capital Management
Connecticut
$456K +$433K +10,739 New
75 76
77
78 79