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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
1951
Covenant Multifamily Offices
Texas
$18K +$17.3K +626 New
CWM
1952
Cranbrook Wealth Management
Michigan
$17K – – –
NCM
1953
New Capital Management
Texas
$17K +$55 +2 +0.3%
WA
1954
WealthTrust-Arizona
Arizona
$17K +$2.21K +80 +16%
AWMS
1955
Advocacy Wealth Management Services
Georgia
$15K – – –
GWA
1956
Guidant Wealth Advisors
Illinois
$15K – – –
PFO
1957
Pathstone Family Office
New Jersey
$15K – – –
TF
1958
Tompkins Financial
New York
$15K – – –
UOTTAIMCU
1959
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15K +$14K +507 New
TCCM
1960
Timber Creek Capital Management
Massachusetts
$14K – – –
PRS
1961
Pinkerton Retirement Specialists
Idaho
$13K +$11.7K +423 New
DOA
1962
D'Orazio & Associates
Virginia
$13K +$12.4K +450 New
FPB
1963
First PREMIER Bank
South Dakota
$12K – – –
BCP
1964
Blackhawk Capital Partners
Wisconsin
$12K +$10.9K +396 New
TVWM
1965
Tower View Wealth Management
Wisconsin
$12K +$11K +400 New
PO
1966
Private Ocean
California
$11K +$10.7K +388 New
FMA
1967
FNY Managed Accounts
New York
$9K +$8.99K +326 New
SIS
1968
Sound Income Strategies
Florida
$8K +$6.67K +242 New
IP
1969
Isthmus Partners
Wisconsin
$7K – – –
IDBONY
1970
Israel Discount Bank of New York
New York
$6K – – –
SAM
1971
Shamrock Asset Management
Texas
$6K – – –
HS
1972
Horan Securities
United States
$6K +$5.51K +200 New
VCM
1973
Vigilant Capital Management
Maine
$5K +$4.69K +170 New
SMG
1974
Spectrum Management Group
Indiana
$5K +$4.96K +180 New
RWM
1975
Raffa Wealth Management
District of Columbia
$4.96K +$1.74K +63 +60%
77 78
79
80 81