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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
2076
Park Circle Company
Maryland
$24K – – –
WR
2077
Watson Rebecca
$24K +$24.3K +1,029 New
FRA
2078
Front Row Advisors
California
$23K -$6.9K -292 -23%
LF
2079
Lee Financial
Texas
$22K -$54.4K -2,301 -72%
CH
2080
Canton Hathaway
Rhode Island
$22K – – –
CFN
2081
Cordasco Financial Network
Florida
$22K – – –
LWA
2082
Lowe Wealth Advisors
Maryland
$21K -$2.95K -125 -13%
IF
2083
Ironwood Financial
Arizona
$21K – – –
TC
2084
Truvestments Capital
Florida
$21K +$1.91K +81 +10%
MFT
2085
Moisand Fitzgerald Tamayo
Florida
$20K +$3.19K +135 +19%
FA
2086
Financial Advantage
Maryland
$19K +$19.1K +810 New
EWM
2087
Elmwood Wealth Management
California
$17K -$2.34K -99 -12%
HWM
2088
HighMark Wealth Management
Minnesota
$16K -$2.08K -88 -12%
SSWG
2089
Seven Springs Wealth Group
Tennessee
$16K – – –
PP
2090
PrairieView Partners
Minnesota
$16K +$24 +1 +0.1%
JWM
2091
Janiczek Wealth Management
Colorado
$16K +$3.33K +141 +26%
PCTC
2092
Perkins Coie Trust Company
Washington
$15K -$37K -1,567 -72%
BAMG
2093
Brand Asset Management Group
Missouri
$14K – – –
CWM
2094
Cranbrook Wealth Management
Michigan
$14K – – –
CYG
2095
Clean Yield Group
Vermont
$13K – – –
NC
2096
NewSquare Capital
Pennsylvania
$13K +$5.36K +227 +76%
CBT
2097
Central Bank & Trust
Kentucky
$12K -$4.25K -180 -26%
HFS
2098
HBC Financial Services
Washington
$11K -$132K -5,601 -95%
CAM
2099
ClariVest Asset Management
California
$11K – – –
ECM
2100
EII Capital Management
New York
$10K – – –
82 83
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85 86