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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1951
Cypress Wealth Services
California
$598K -$6.42K -141 -1%
NFG
1952
Nadler Financial Group
Illinois
$598K +$592 +13 +0.1%
RP
1953
Rice Partnership
Hawaii
$598K +$36.4K +800 +6%
TCM
1954
Towercrest Capital Management
Pennsylvania
$597K +$3.33K +73 +0.5%
AP
1955
Atwood & Palmer
Missouri
$597K +$9.2K +202 +2%
GM
1956
GeoWealth Management
Illinois
$596K +$3.6K +79 +0.6%
BT
1957
Brandywine Trust
Delaware
$593K – – –
SWM
1958
SFG Wealth Management
Maryland
$593K +$608K +13,337 New
SFG
1959
SNS Financial Group
Minnesota
$591K -$6.01K -132 -1%
IF
1960
Integrity Financial
Wyoming
$591K +$605K +13,280 New
AWM
1961
Aprio Wealth Management
Georgia
$590K -$25.1K -550 -4%
PPP
1962
Private Portfolio Partners
New Jersey
$589K +$1.82K +40 +0.3%
UFA
1963
US Financial Advisors
Massachusetts
$587K – – –
EA
1964
Emerald Advisors
Washington
$586K -$158K -3,462 -21%
KA
1965
Kercheville Advisors
Texas
$585K -$11.2K -245 -2%
FFG
1966
Frisch Financial Group
New York
$585K +$683 +15 +0.1%
BLC
1967
Brown, Lisle/Cummings
Rhode Island
$581K +$595K +13,067 New
BSB
1968
Bangor Savings Bank
Maine
$581K – – –
FPS
1969
Fieldpoint Private Securities
Connecticut
$579K +$10.7K +235 +2%
CC
1970
Chicago Capital
Illinois
$579K +$18.2K +400 +3%
AFG
1971
Albion Financial Group
Utah
$578K -$68.3K -1,499 -10%
DAM
1972
Deltec Asset Management
New York
$578K – – –
CI
1973
Cavalier Investments
Georgia
$577K +$591K +12,969 New
DWM
1974
Destination Wealth Management
California
$575K -$36.3K -797 -6%
TL
1975
Tradewinds LLC
North Carolina
$572K +$774K +16,995 New
77 78
79
80 81