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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1951
Pathstone Family Office
New Jersey
$125K – – –
RG
1952
Retirement Group
California
$124K +$11.9K +479 +10%
BDWM
1953
Brewin Dolphin Wealth Management
Ireland
$121K -$14K -564 -10%
TFM
1954
TFC Financial Management
Massachusetts
$120K +$124K +4,968 New
HFA
1955
HC Financial Advisors
California
$117K – – –
AAP
1956
Arax Advisory Partners
Colorado
$110K +$2.02K +81 +2%
SLF
1957
Sun Life Financial
Ontario, Canada
$110K +$113K +4,550 New
MLFP
1958
MPS Loria Financial Planners
Illinois
$109K +$398 +16 +0.4%
CHA
1959
Carmichael Hill & Associates
Maryland
$109K +$6.95K +279 +7%
PS
1960
Planned Solutions
California
$108K +$112K +4,487 New
AIM
1961
Acropolis Investment Management
Missouri
$106K +$110K +4,407 New
PMFA
1962
Plante Moran Financial Advisors
Michigan
$104K -$30.9K -1,241 -22%
SIS
1963
Sound Income Strategies
Florida
$104K +$2.09K +84 +2%
KFS
1964
Kelly Financial Services
Massachusetts
$103K -$12.3K -495 -10%
WC
1965
Wexford Capital
Florida
$103K +$106K +4,257 New
MCM
1966
MV Capital Management
Maryland
$100K -$9.96K -400 -9%
APWM
1967
Atlas Private Wealth Management
New York
$99K -$2.39K -96 -2%
EWA
1968
Evolution Wealth Advisors
Florida
$99K -$1.77K -71 -2%
SIAS
1969
Shine Investment Advisory Services
Colorado
$98K – – –
HIM
1970
Hillsdale Investment Management
Ontario, Canada
$96K -$359K -14,400 -78%
BWA
1971
Burt Wealth Advisors
Maryland
$96K – – –
MFP
1972
Michael F. Price
$96K – – –
OAMG
1973
Odey Asset Management Group
United Kingdom
$96K – – –
PW
1974
Price Wealth
Texas
$95K -$174 -7 -0.2%
SL
1975
Savior LLC
Massachusetts
$94K -$1.25K -50 -1%
77 78
79
80 81