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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
1926
Smart Portfolios LLC
Washington
$57K – – –
SWMG
1927
Signature Wealth Management Group
Georgia
$55K +$30 +1 +0.1%
WA
1928
WP Advisors
California
$55K +$58.5K +1,961 New
PAM
1929
Paradigm Asset Management
New York
$55K – – –
NC
1930
NewSquare Capital
Pennsylvania
$51K +$20.9K +702 +70%
1IA
1931
1834 Investment Advisors
Wisconsin
$47K – – –
VCM
1932
Vigilant Capital Management
Maine
$47K +$25.3K +848 +103%
P8IP
1933
Pier 88 Investment Partners
California
$45K – – –
MWM
1934
MinichMacGregor Wealth Management
New York
$44K -$12.8K -429 -21%
CG
1935
Cutler Group
California
$42K -$1.34M -45,000 -97%
MFT
1936
Moisand Fitzgerald Tamayo
Florida
$42K -$24K -803 -35%
BCA
1937
Bray Capital Advisors
Florida
$42K – – –
TF
1938
Tompkins Financial
New York
$42K +$29.8K +1,000 +200%
OFS
1939
Orrstown Financial Services
Pennsylvania
$41K -$10.1K -340 -19%
RBC
1940
Roble Belko & Company
Pennsylvania
$40K – – –
LWA
1941
Lowe Wealth Advisors
Maryland
$40K +$60 +2 +0.1%
CC
1942
Claybrook Capital
Massachusetts
$39K – – –
LC
1943
Landaas & Company
Wisconsin
$39K +$41K +1,375 New
MIP
1944
Mondrian Investment Partners
United Kingdom
$37K -$39.6K -1,327 -50%
FFC
1945
First Financial Corp
Indiana
$36K – – –
MS
1946
Marshall & Sullivan
Washington
$35.9K +$38K +1,274 New
FMTCOCP
1947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K -$5.97K -200 -15%
SFG
1948
Sage Financial Group
Pennsylvania
$29K +$239 +8 +0.8%
FP
1949
Factorial Partners
New York
$28.2K +$29.8K +1,000 New
PCC
1950
Park Circle Company
Maryland
$28K -$699K -23,438 -96%
76 77
78
79 80