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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2201
JCIC Asset Management
Ontario, Canada
$89K +$711 +22 +0.9%
FP
2202
Financial Perspectives
Minnesota
$88.8K +$81.5K +2,522 New
FPS
2203
Fieldpoint Private Securities
Connecticut
$87K -$7.17K -222 -8%
SA
2204
SRH Advisors
Kansas
$87K – – –
TT
2205
TI-Trust
Illinois
$87K +$80K +2,475 New
RFWA
2206
RPg Family Wealth Advisory
Massachusetts
$84K -$124K -3,833 -62%
BAM
2207
Barrett Asset Management
New York
$81K – – –
TF
2208
Tompkins Financial
New York
$80K +$73.1K +2,263 New
PO
2209
Private Ocean
California
$78K -$8.66K -268 -11%
RCG
2210
Ruggie Capital Group
Florida
$78K +$71.2K +2,202 New
PCTC
2211
Perkins Coie Trust Company
Washington
$75K – – –
Pacer Advisors
2212
Pacer Advisors
Pennsylvania
$70K -$29.1M -899,499 -100%
LGWM
2213
Litman Gregory Wealth Management
California
$70K -$724K -22,415 -92%
HWM
2214
Howard Wealth Management
Connecticut
$69K +$63.4K +1,962 New
FEG
2215
Financial Enhancement Group
Indiana
$65K – – –
LPWM
2216
Lake Point Wealth Management
Texas
$64K +$58.3K +1,804 New
WQ
2217
Wealth Quarterback
New Jersey
$62.9K +$70.4K +2,179 New
MWP
2218
Meridian Wealth Partners
Pennsylvania
$61K +$55.8K +1,728 New
NC
2219
NewSquare Capital
Pennsylvania
$58K +$30.7K +950 +136%
RWM
2220
Raffa Wealth Management
District of Columbia
$53.9K – – –
SL
2221
Salomon & Ludwin
Virginia
$52K – – –
SWM
2222
Selective Wealth Management
Virginia
$52K – – –
TIM
2223
Tortoise Investment Management
New York
$51K – – –
RBC
2224
Roble Belko & Company
Pennsylvania
$50K +$32 +1 +0.1%
CWA
2225
Capital Wealth Alliance
Arizona
$50K +$49K +1,515 New