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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
MinichMacGregor Wealth Management
New York
$39K -$7.58K -249 -16%
MIP
1952
Mondrian Investment Partners
United Kingdom
$39K – – –
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$38K -$6.06K -199 -13%
LWA
1954
Lowe Wealth Advisors
Maryland
$38K -$4.42K -145 -10%
FFC
1955
First Financial Corp
Indiana
$38K – – –
MFBTD
1956
MB Financial Bank - Trust Department
Illinois
$37K +$9.14K +300 +32%
FMTCOCP
1957
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
FGAM
1958
Financial Gravity Asset Management
Texas
$33K -$64.9K -2,130 -63%
BAM
1959
Bruderman Asset Management
New York
$32K -$30.5K -1,001 -48%
SFG
1960
Sage Financial Group
Pennsylvania
$31K +$152 +5 +0.5%
BL
1961
Balentine LLC
Georgia
$30K +$30.8K +1,010 New
NC
1962
NewSquare Capital
Pennsylvania
$29K -$21.4K -702 -41%
CFN
1963
Cordasco Financial Network
Florida
$29K – – –
NPP
1964
New Potomac Partners
Maryland
$29K – – –
PCC
1965
Park Circle Company
Maryland
$29K – – –
DFO
1966
Duquesne Family Office
New York
$27K +$27.4K +900 New
OBWP
1967
O'Brien Wealth Partners
Massachusetts
$26K +$26.9K +884 New
RWM
1968
Raffa Wealth Management
District of Columbia
$24.9K – – –
IF
1969
Ironwood Financial
Arizona
$24K – – –
EWM
1970
Elmwood Wealth Management
California
$23.8K – – –
CPA
1971
Cowen Prime Advisors
New York
$22K – – –
AAP
1972
Arax Advisory Partners
Colorado
$21K -$122K -3,992 -85%
PO
1973
Private Ocean
California
$21K – – –
PFO
1974
Pathstone Family Office
New Jersey
$21K +$21.4K +701 New
FPS
1975
Fieldpoint Private Securities
Connecticut
$20K – – –
77 78
79
80 81