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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1951
Whitnell & Co
Illinois
$171K -$43.7K -1,516 -20%
VCM
1952
Versant Capital Management
Arizona
$171K +$4.01K +139 +2%
WA
1953
Winfield Associates
Ohio
$171K +$11.7K +406 +7%
CCM
1954
Cribstone Capital Management
Maine
$168K -$5.36K -186 -3%
BBA
1955
Braun-Bostich & Associates
Pennsylvania
$167K +$59.4K +2,059 +56%
JGIA
1956
Jackson Grant Investment Advisers
Connecticut
$164K +$490 +17 +0.3%
PB
1957
Pinnacle Bancorp
Nebraska
$161K +$11.5K +398 +8%
ACS
1958
Archford Capital Strategies
Illinois
$160K
LF
1959
Lee Financial
Texas
$158K +$461 +16 +0.3%
RFM
1960
Royal Fund Management
Florida
$157K +$6.58K +228 +4%
TRAM
1961
Tuscan Ridge Asset Management
Illinois
$152K -$957K -33,200 -86%
MS
1962
Mizuho Securities
Japan
$151K -$138K -4,800 -48%
TFO
1963
Tarbox Family Office
California
$142K +$1.73K +60 +1%
AP
1964
Arlington Partners
Alabama
$137K -$254K -8,805 -65%
SFSIG
1965
San Francisco Sentry Investment Group
California
$136K -$276K -9,576 -67%
BWA
1966
Burt Wealth Advisors
Maryland
$136K -$31.5K -1,091 -19%
AC
1967
Avestar Capital
New York
$135K +$12K +416 +9%
ONST
1968
Old North State Trust
North Carolina
$134K +$3.4K +118 +3%
QCIG
1969
Quad-Cities Investment Group
Iowa
$134K +$17.3K +600 +15%
FBT
1970
First Bank & Trust
South Dakota
$134K +$18.9K +657 +17%
SIM
1971
Sonora Investment Management
Arizona
$132K +$1.56K +54 +1%
MCM
1972
MV Capital Management
Maryland
$131K +$2.91K +101 +2%
DWA
1973
Dougherty Wealth Advisers
Minnesota
$125K +$15.7K +546 +15%
RWA
1974
Redhawk Wealth Advisors
Minnesota
$122K +$121K +4,200 New
QFA
1975
Quattro Financial Advisors
Texas
$121K +$118K +4,100 New