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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2301
Center for Financial Planning
Michigan
$35K -$12.9K -480 -30%
TF
2302
Tompkins Financial
New York
$34K -$35.5K -1,323 -54%
RBC
2303
Roble Belko & Company
Pennsylvania
$34K -$8.01K -299 -21%
TIM
2304
Tortoise Investment Management
New York
$34K – – –
TAM
2305
Tucker Asset Management
Colorado
$33.5K +$29.6K +1,104 New
BC
2306
Barnett & Company
Tennessee
$33K -$5.47K -204 -15%
SFG
2307
Sage Financial Group
Pennsylvania
$33K – – –
FP
2308
Fiduciary Planning
Florida
$33K +$107 +4 +0.4%
FCMT
2309
Founders Capital Management (Texas)
Texas
$33K +$29.2K +1,090 New
CYG
2310
Clean Yield Group
Vermont
$32K +$13.4K +500 +91%
JWM
2311
Janiczek Wealth Management
Colorado
$32K +$20.3K +757 +259%
PWA
2312
Phoenix Wealth Advisors
North Carolina
$32K +$28.7K +1,070 New
CWM
2313
Cranbrook Wealth Management
Michigan
$31K +$11.6K +431 +74%
PCC
2314
Park Circle Company
Maryland
$30K – – –
ST
2315
Sageworth Trust
Pennsylvania
$29K – – –
BBHBI
2316
B, B, H, & B Inc
Alabama
$29K +$25.8K +962 New
D
2317
Diversified
Delaware
$29K +$32.4K +1,208 New
DOA
2318
D'Orazio & Associates
Virginia
$28K -$5.39K -201 -18%
CFN
2319
Cordasco Financial Network
Florida
$28K – – –
CA
2320
Crewe Advisors
Utah
$27K -$13.7K -512 -37%
LWA
2321
Lowe Wealth Advisors
Maryland
$26K – – –
TC
2322
Truvestments Capital
Florida
$25K +$22.2K +829 New
IF
2323
Ironwood Financial
Arizona
$24K – – –
WAS
2324
Winch Advisory Services
Wisconsin
$24K +$13.9K +520 +198%
MS
2325
Mizuho Securities
Japan
$24K +$20.8K +777 New
91 92
93
94 95