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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1951
CSat Investment Advisory
Michigan
$103K +$13.2K +487 +13%
W
1952
WealthOne
New York
$103K +$114K +4,195 New
LWM
1953
Lenox Wealth Management
Ohio
$100K -$7.54K -278 -6%
MWM
1954
Mascoma Wealth Management
New Hampshire
$99K – – –
QCIG
1955
Quad-Cities Investment Group
Iowa
$99K – – –
MS
1956
Mizuho Securities
Japan
$99K +$109K +4,000 New
FEG
1957
Financial Enhancement Group
Indiana
$98K – – –
ACS
1958
Archford Capital Strategies
Illinois
$96K -$27.1K -1,000 -20%
ONST
1959
Old North State Trust
North Carolina
$94K +$17.9K +659 +21%
VCM
1960
Vigilant Capital Management
Maine
$91K -$1.85M -68,147 -95%
BCM
1961
Blume Capital Management
California
$91K – – –
PW
1962
Price Wealth
Texas
$89K – – –
RWG
1963
Regal Wealth Group
California
$88K +$27 +1 +0%
SIS
1964
Sound Income Strategies
Florida
$88K +$8K +295 +9%
SIAS
1965
Shine Investment Advisory Services
Colorado
$87K – – –
CFA
1966
Clarfeld Financial Advisors
New York
$84K +$92.7K +3,416 New
AWM
1967
Aevitas Wealth Management
Massachusetts
$83K +$13.2K +485 +17%
NWM
1968
Northwest Wealth Management
Iowa
$80K +$298 +11 +0.3%
HCM
1969
Hilton Capital Management
New York
$79K -$32.3K -1,190 -27%
FMP
1970
Financial Management Professionals
Texas
$77K +$54 +2 +0.1%
WCM
1971
Wealthcare Capital Management
Virginia
$75K – – –
BHWM
1972
Bay Harbor Wealth Management
Maryland
$72K +$78.8K +2,905 New
LWA
1973
Lenox Wealth Advisors
New York
$70K +$2.71K +100 +4%
CH
1974
Canton Hathaway
Rhode Island
$65K – – –
HDIM
1975
Hanson & Doremus Investment Management
Vermont
$64K – – –
77 78
79
80 81