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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2051
SRH Advisors
Kansas
$44K -$14.2K -600 -24%
FCM
2052
Firestone Capital Management
Florida
$42K – – –
LAS
2053
Lloyd Advisory Services
Georgia
$41K +$6.24K +264 +18%
CQS
2054
Credential Qtrade Securities
$40.1K – – –
JAM
2055
JCIC Asset Management
Ontario, Canada
$38K -$38.6K -1,635 -50%
TFA
2056
Transamerica Financial Advisors
Florida
$38K +$37.5K +1,585 New
FPFS
2057
First Personal Financial Services
North Carolina
$36K -$15.1K -640 -30%
RBC
2058
Roble Belko & Company
Pennsylvania
$34K – – –
PA
2059
Perennial Advisors
New York
$33K +$33.1K +1,400 New
SFPG
2060
Stonebridge Financial Planning Group
Florida
$32K -$2.36K -100 -7%
BC
2061
Barnett & Company
Tennessee
$31K -$54.2K -2,296 -63%
MIP
2062
Mondrian Investment Partners
United Kingdom
$31K – – –
RWM
2063
Raffa Wealth Management
District of Columbia
$30K -$4.68K -198 -14%
AA
2064
AlphaMark Advisors
Kentucky
$30K +$17.2K +727 +135%
WFMPM
2065
Woodley Farra Manion Portfolio Management
Indiana
$29K -$9.45K -400 -25%
TIM
2066
Tortoise Investment Management
New York
$28K -$6.19K -262 -18%
CWAF
2067
Core Wealth Advisors (Florida)
Florida
$28K – – –
FMTCOCP
2068
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
CFFP
2069
Center for Financial Planning
Michigan
$27K -$5.22K -221 -16%
SFG
2070
Sage Financial Group
Pennsylvania
$26K +$189 +8 +0.7%
LWA
2071
Lenox Wealth Advisors
New York
$26K +$13.8K +584 +112%
DOA
2072
D'Orazio & Associates
Virginia
$25K +$47 +2 +0.2%
VLKIM
2073
Van Lanschot Kempen Investment Management
Netherlands
$24K -$4.37K -185 -15%
CPA
2074
Cowen Prime Advisors
New York
$24K – – –
PCC
2075
Park Circle Company
Maryland
$24K – – –
81 82
83
84 85