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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1926
Perkins Coie Trust Company
Washington
$63K -$3.65K -120 -5%
FAIM
1927
Financial Advocates Investment Management
Washington
$61K -$1.9M -62,330 -97%
DWA
1928
Divergent Wealth Advisors
Utah
$61K – – –
WAM
1929
Watermark Asset Management
California
$61K +$35.2K +1,157 +124%
QFA
1930
Quattro Financial Advisors
Texas
$60.5K -$242K -7,945 -80%
BAM
1931
Barrett Asset Management
New York
$60K – – –
SPL
1932
Smart Portfolios LLC
Washington
$59K – – –
BSG
1933
Black Swift Group
Colorado
$59K +$60.9K +2,000 New
WA
1934
WP Advisors
California
$58K +$244 +8 +0.4%
SWMG
1935
Signature Wealth Management Group
Georgia
$52K +$61 +2 +0.1%
1IA
1936
1834 Investment Advisors
Wisconsin
$48K – – –
P8IP
1937
Pier 88 Investment Partners
California
$47K – – –
CHP
1938
Cable Hill Partners
Oregon
$46K -$45.7K -1,500 -49%
BCA
1939
Bray Capital Advisors
Florida
$44K – – –
RBC
1940
Roble Belko & Company
Pennsylvania
$42K – – –
CC
1941
Claybrook Capital
Massachusetts
$41K – – –
SWM
1942
Selective Wealth Management
Virginia
$40K +$41.4K +1,360 New
MWM
1943
MinichMacGregor Wealth Management
New York
$39K -$7.58K -249 -16%
MIP
1944
Mondrian Investment Partners
United Kingdom
$39K – – –
MFT
1945
Moisand Fitzgerald Tamayo
Florida
$38K -$6.06K -199 -13%
LWA
1946
Lowe Wealth Advisors
Maryland
$38K -$4.42K -145 -10%
FFC
1947
First Financial Corp
Indiana
$38K – – –
MFBTD
1948
MB Financial Bank - Trust Department
Illinois
$37K +$9.14K +300 +32%
FMTCOCP
1949
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
FGAM
1950
Financial Gravity Asset Management
Texas
$33K -$64.9K -2,130 -63%
76 77
78
79 80