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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1926
Hanson & Doremus Investment Management
Vermont
$76K – – –
CWSR
1927
Chessman Wealth Strategies RIA
Texas
$75K +$77.2K +2,536 New
BBA
1928
Braun-Bostich & Associates
Pennsylvania
$70K – – –
JWA
1929
JFS Wealth Advisors
Pennsylvania
$69K -$2.1K -69 -3%
SGAM
1930
Smith Group Asset Management
Texas
$68K -$16.4K -540 -19%
PAI
1931
Pittenger & Anderson Inc
Nebraska
$68K – – –
OWA
1932
One Wealth Advisors
California
$67K +$3.29K +108 +5%
RCG
1933
Ruggie Capital Group
Florida
$63K -$138K -4,532 -68%
PCTC
1934
Perkins Coie Trust Company
Washington
$63K -$3.65K -120 -5%
FAIM
1935
Financial Advocates Investment Management
Washington
$61K -$1.9M -62,330 -97%
DWA
1936
Divergent Wealth Advisors
Utah
$61K – – –
WAM
1937
Watermark Asset Management
California
$61K +$35.2K +1,157 +124%
QFA
1938
Quattro Financial Advisors
Texas
$60.5K -$242K -7,945 -80%
BAM
1939
Barrett Asset Management
New York
$60K – – –
SPL
1940
Smart Portfolios LLC
Washington
$59K – – –
BSG
1941
Black Swift Group
Colorado
$59K +$60.9K +2,000 New
WA
1942
WP Advisors
California
$58K +$244 +8 +0.4%
SWMG
1943
Signature Wealth Management Group
Georgia
$52K +$61 +2 +0.1%
1IA
1944
1834 Investment Advisors
Wisconsin
$48K – – –
P8IP
1945
Pier 88 Investment Partners
California
$47K – – –
CHP
1946
Cable Hill Partners
Oregon
$46K -$45.7K -1,500 -49%
BCA
1947
Bray Capital Advisors
Florida
$44K – – –
RBC
1948
Roble Belko & Company
Pennsylvania
$42K – – –
CC
1949
Claybrook Capital
Massachusetts
$41K – – –
SWM
1950
Selective Wealth Management
Virginia
$40K +$41.4K +1,360 New
76 77
78
79 80