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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1951
Madrona Financial Services
Washington
$200K +$205K +7,240 New
PRC
1952
Pearl River Capital
Michigan
$200K +$206K +7,284 New
MFP
1953
Michael F. Price
$193K -$84.8K -3,000 -30%
FNBOSM
1954
First National Bank of South Miami
Florida
$184K -$294K -10,400 -61%
HI
1955
Human Investing
Oregon
$181K -$2.18K -77 -1%
APC
1956
Aspire Private Capital
North Carolina
$179K -$28.7K -1,017 -14%
HIM
1957
Hillsdale Investment Management
Ontario, Canada
$178K +$182K +6,450 New
WOC
1958
West Oak Capital
California
$173K – – –
RFWA
1959
RPg Family Wealth Advisory
Massachusetts
$172K +$933 +33 +0.5%
BWL
1960
Bogart Wealth LLC
Virginia
$171K – – –
TFGT
1961
TS Financial Group (TSFG)
Illinois
$171K +$175K +6,207 New
WCM
1962
WealthBridge Capital Management
Ohio
$169K +$3.33K +118 +2%
CWA
1963
Clarus Wealth Advisors
Arizona
$167K -$42.8K -1,516 -20%
CCM
1964
Cribstone Capital Management
Maine
$165K – – –
PFO
1965
Pathstone Family Office
New Jersey
$163K +$153K +5,400 +1,080%
WF
1966
WealthTrust Fairport
Ohio
$162K +$47.6K +1,685 +40%
BWA
1967
Burt Wealth Advisors
Maryland
$159K – – –
VCM
1968
Versant Capital Management
Arizona
$159K +$26K +919 +19%
BAM
1969
Bruderman Asset Management
New York
$156K -$14.2K -502 -8%
JGIA
1970
Jackson Grant Investment Advisers
Connecticut
$156K -$1.16K -41 -0.7%
WA
1971
Winfield Associates
Ohio
$152K -$14.1K -500 -8%
ACS
1972
Archford Capital Strategies
Illinois
$152K +$45.6K +1,614 +41%
CB
1973
Community Bank
New York
$150K -$8.48K -300 -5%
LF
1974
Lee Financial
Texas
$150K +$33.9K +1,201 +28%
LC
1975
Lavaca Capital
Texas
$146K – – –
77 78
79
80 81