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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
1951
Smart Portfolios LLC
Washington
$61K +$63.4K +2,018 New
MWM
1952
MinichMacGregor Wealth Management
New York
$60K +$2.1K +67 +3%
CGT
1953
Capital Guardian Trust
California
$60K +$62.8K +2,000 New
SWMG
1954
Signature Wealth Management Group
Georgia
$59K +$31 +1 +0.1%
ML
1955
McAdam LLC
Pennsylvania
$59K +$61.7K +1,964 New
PAM
1956
Paradigm Asset Management
New York
$58.5K – – –
CIM
1957
Contravisory Investment Management
Massachusetts
$56K +$9.42K +300 +19%
SIM
1958
Sonora Investment Management
Arizona
$55.2K +$13.8K +440 +31%
OFS
1959
Orrstown Financial Services
Pennsylvania
$54K -$1.7K -54 -3%
PFO
1960
Pathstone Family Office
New Jersey
$51K +$38.2K +1,217 +243%
1IA
1961
1834 Investment Advisors
Wisconsin
$49K – – –
VCM
1962
Versant Capital Management
Arizona
$48K – – –
P8IP
1963
Pier 88 Investment Partners
California
$48K +$50.3K +1,600 New
BCA
1964
Bray Capital Advisors
Florida
$45K +$47.1K +1,500 New
RBC
1965
Roble Belko & Company
Pennsylvania
$43K – – –
LWA
1966
Lowe Wealth Advisors
Maryland
$43K +$16.3K +519 +57%
CC
1967
Claybrook Capital
Massachusetts
$42K -$239K -7,600 -84%
FMTCOCP
1968
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41.2K – – –
MFBTD
1969
MB Financial Bank - Trust Department
Illinois
$41K +$11.7K +374 +37%
FFC
1970
First Financial Corp
Indiana
$38K +$3.46K +110 +9%
BAM
1971
Bruderman Asset Management
New York
$33K +$34.1K +1,086 New
SFG
1972
Sage Financial Group
Pennsylvania
$31K – – –
FNB
1973
Farmers National Bank
Kentucky
$30K – – –
NPP
1974
New Potomac Partners
Maryland
$30K – – –
NC
1975
NewSquare Capital
Pennsylvania
$30K – – –
77 78
79
80 81