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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FNB
1951
Farmers National Bank
Kentucky
$28K – – –
NPP
1952
New Potomac Partners
Maryland
$28K – – –
MFBTD
1953
MB Financial Bank - Trust Department
Illinois
$27K -$12.7K -425 -31%
CFN
1954
Cordasco Financial Network
Florida
$27K – – –
WAM
1955
Watermark Asset Management
California
$26K +$90 +3 +0.3%
RWM
1956
Raffa Wealth Management
District of Columbia
$23.8K – – –
IF
1957
Ironwood Financial
Arizona
$23K – – –
EWM
1958
Elmwood Wealth Management
California
$22.8K – – –
AA
1959
AlphaMark Advisors
Kentucky
$21K – – –
CPA
1960
Cowen Prime Advisors
New York
$21K – – –
CFC
1961
Coyle Financial Counsel
Illinois
$20K -$6.33K -212 -23%
PO
1962
Private Ocean
California
$20K – – –
FPS
1963
Fieldpoint Private Securities
Connecticut
$19K – – –
IFAM
1964
Institutional & Family Asset Management
Colorado
$18K -$597 -20 -3%
CFA
1965
Camarda Financial Advisors
Florida
$18K – – –
CWM
1966
Cedar Wealth Management
California
$18K – – –
CTB
1967
Country Trust Bank
Illinois
$18K – – –
HI
1968
Harrington Investments
California
$17K – – –
NCM
1969
New Capital Management
Texas
$17K – – –
KL
1970
KWMG LLC
Kansas
$17K +$17.9K +601 New
CWM
1971
Cranbrook Wealth Management
Michigan
$16K – – –
SIS
1972
Sound Income Strategies
Florida
$15K +$239 +8 +1%
WA
1973
WealthTrust-Arizona
Arizona
$15K +$269 +9 +2%
GWA
1974
Guidant Wealth Advisors
Illinois
$14K -$3.28K -110 -18%
AWMS
1975
Advocacy Wealth Management Services
Georgia
$14K – – –