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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1926
First Bank & Trust
South Dakota
$92K – – –
CPIG
1927
Chicago Partners Investment Group
Illinois
$92K +$13.9K +444 +17%
SGAM
1928
Smith Group Asset Management
Texas
$91K -$11.9K -380 -11%
TC
1929
Trilogy Capital
California
$89K +$92.9K +2,957 New
NIM
1930
NuWave Investment Management
New Jersey
$89K +$94.6K +3,012 New
JWA
1931
JFS Wealth Advisors
Pennsylvania
$88K -$168K -5,343 -65%
MCM
1932
Mainstay Capital Management
Michigan
$87K +$251 +8 +0.3%
ES
1933
Equitec Specialists
Illinois
$86K +$89.8K +2,859 New
AWM
1934
Aevitas Wealth Management
Massachusetts
$85K +$9.42K +300 +12%
FMP
1935
Financial Management Professionals
Texas
$84K -$1.63K -52 -2%
MIP
1936
Mondrian Investment Partners
United Kingdom
$79K – – –
SA
1937
SRH Advisors
Kansas
$79K – – –
HDIM
1938
Hanson & Doremus Investment Management
Vermont
$78K +$22.4K +714 +38%
PCTC
1939
Perkins Coie Trust Company
Washington
$76K -$5.65K -180 -7%
FGC
1940
Financial Gravity Companies
Texas
$75K +$56.2K +1,788 +240%
FGAM
1941
Financial Gravity Asset Management
Texas
$75K +$79.5K +2,532 New
BCI
1942
Brinker Capital Investments
Pennsylvania
$73K +$29.2K +930 +61%
CHP
1943
Cable Hill Partners
Oregon
$72K -$11.6K -369 -13%
BBA
1944
Braun-Bostich & Associates
Pennsylvania
$72K – – –
PAI
1945
Pittenger & Anderson Inc
Nebraska
$70K – – –
CPP
1946
Crow Point Partners
Massachusetts
$70K +$73.4K +2,337 New
MFT
1947
Moisand Fitzgerald Tamayo
Florida
$69K +$37.9K +1,206 +110%
OWA
1948
One Wealth Advisors
California
$65K -$157 -5 -0.2%
DWA
1949
Divergent Wealth Advisors
Utah
$65K +$68.6K +2,184 New
BAM
1950
Barrett Asset Management
New York
$61K -$1.04K -33 -2%
76 77
78
79 80