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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1926
Patten Group
Tennessee
$139K +$16.3K +600 +12%
WCM
1927
WealthBridge Capital Management
Ohio
$137K +$151K +5,571 New
PWM
1928
PRW Wealth Management
Massachusetts
$136K +$150K +5,523 New
PB
1929
Pinnacle Bancorp
Nebraska
$132K +$146K +5,374 New
LC
1930
Lavaca Capital
Texas
$130K +$143K +5,279 New
RFM
1931
Royal Fund Management
Florida
$129K -$4.78K -176 -3%
BL
1932
Balentine LLC
Georgia
$129K +$114K +4,206 +416%
QT
1933
Quantbot Technologies
New York
$125K -$1.16M -42,671 -89%
PCA
1934
Providence Capital Advisors
North Carolina
$122K -$30.1K -1,111 -18%
MCM
1935
MV Capital Management
Maryland
$122K +$2.74K +101 +2%
DWA
1936
Dougherty Wealth Advisers
Minnesota
$122K +$117K +4,310 New
NCM
1937
Next Capital Management
New York
$120K +$132K +4,856 New
VCM
1938
Versant Capital Management
Arizona
$119K +$3.36K +124 +3%
TFO
1939
Tarbox Family Office
California
$118K -$8.36K -308 -6%
SIM
1940
Sonora Investment Management
Arizona
$118K +$6.16K +227 +5%
QFA
1941
Quattro Financial Advisors
Texas
$117K +$57.2K +2,107 +106%
NS
1942
NewDay Solutions
New Hampshire
$111K +$123K +4,521 New
FNC
1943
First National Corp
Massachusetts
$110K +$121K +4,478 New
SAM
1944
Security Asset Management
New York
$108K – – –
FBT
1945
First Bank & Trust
South Dakota
$107K +$15.7K +578 +15%
SIAG
1946
Signet Investment Advisory Group
Rhode Island
$107K +$118K +4,343 New
CCMW
1947
Cypress Capital Management (Wyoming)
Wyoming
$106K -$2.31K -85 -2%
LF
1948
Lee Financial
Texas
$104K +$488 +18 +0.4%
AC
1949
Avestar Capital
New York
$103K -$6.81K -251 -5%
WF
1950
WealthTrust Fairport
Ohio
$103K – – –
76 77
78
79 80