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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
G
2076
GenTrust
Florida
$521K -$35.7K -892 -6%
GPA
2077
Guidance Point Advisors
Massachusetts
$516K +$1.76K +44 +0.3%
SAF
2078
Smith Anglin Financial
Texas
$516K +$62.6K +1,561 +14%
JC
2079
JB Capital
Connecticut
$515K +$38.5K +960 +8%
MSA
2080
Marino Stram & Associates
Massachusetts
$515K -$1.64K -41 -0.3%
WIP
2081
WealthCare Investment Partners
Rhode Island
$515K -$2.97K -74 -0.6%
TCMP
2082
Thrive Capital Management (Pennsylvania)
Pennsylvania
$514K -$3.93K -98 -0.8%
GAM
2083
Gemmer Asset Management
California
$514K -$5.65K -141 -1%
ATC
2084
Adirondack Trust Company
New York
$514K -$300K -7,491 -37%
OHWP
2085
Oak Harbor Wealth Partners
North Carolina
$513K +$32.1K +800 +7%
TCWA
2086
Turtle Creek Wealth Advisors
Texas
$512K +$50.6K +1,263 +11%
CPRC
2087
Consolidated Portfolio Review Corp
New York
$511K +$16.8K +419 +3%
BFC
2088
Bedel Financial Consulting
Indiana
$510K -$1K -25 -0.2%
TWM
2089
Thrive Wealth Management
Pennsylvania
$509K +$49.3K +1,230 +11%
RCG
2090
Regatta Capital Group
California
$508K +$5.45K +136 +1%
NA
2091
Navellier & Associates
Nevada
$508K -$218K -5,444 -30%
EA
2092
Ergawealth Advisors
Illinois
$508K – – –
AFG
2093
Albion Financial Group
Utah
$506K – – –
MCM
2094
MV Capital Management
Maryland
$505K +$4.53K +113 +0.9%
SMA
2095
Seven Mile Advisory
New Jersey
$504K +$183K +4,578 +56%
VP
2096
Verum Partners
North Carolina
$503K -$12.3K -308 -2%
OIA
2097
Optimum Investment Advisors
Illinois
$502K -$22.6K -563 -4%
CIA
2098
Cape Investment Advisory
Georgia
$500K +$18.8K +468 +4%
CCAM
2099
Cascades Capital Asset Management
North Carolina
$499K +$503K +12,563 New
AWM
2100
Aberdeen Wealth Management
Illinois
$498K +$12K +300 +2%
82 83
84
85 86