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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2401
Raffa Wealth Management
District of Columbia
$53.3K +$4.17K +121 +10%
TAM
2402
Tucker Asset Management
Colorado
$50.1K +$6.59K +191 +17%
AL
2403
ADE LLC
Maryland
$50K – – –
DOA
2404
D'Orazio & Associates
Virginia
$49K +$11.5K +333 +36%
LFG
2405
Larson Financial Group
Missouri
$49K +$40.3K +1,169 +1,218%
PO
2406
Private Ocean
California
$48K -$10.4K -300 -20%
TIM
2407
Tortoise Investment Management
New York
$48K +$3.45K +100 +9%
FRA
2408
Front Row Advisors
California
$47K -$5.93K -172 -12%
LAS
2409
Lloyd Advisory Services
Georgia
$44K -$4.04K -117 -9%
CFFP
2410
Center for Financial Planning
Michigan
$44K – – –
BC
2411
Barnett & Company
Tennessee
$43K – – –
RBC
2412
Roble Belko & Company
Pennsylvania
$43K – – –
FP
2413
Fiduciary Planning
Florida
$43K +$104 +3 +0.3%
FCMT
2414
Founders Capital Management (Texas)
Texas
$42K – – –
PWA
2415
Phoenix Wealth Advisors
North Carolina
$42K – – –
SFG
2416
Sage Financial Group
Pennsylvania
$42K – – –
PCC
2417
Park Circle Company
Maryland
$39K – – –
MFT
2418
Moisand Fitzgerald Tamayo
Florida
$39K +$10.4K +301 +42%
ST
2419
Sageworth Trust
Pennsylvania
$37K – – –
CWAF
2420
Core Wealth Advisors (Florida)
Florida
$36K -$8.56K -248 -21%
MWM
2421
Mascoma Wealth Management
New Hampshire
$36K +$32.1K +929 New
CFN
2422
Cordasco Financial Network
Florida
$35K – – –
SWP
2423
ShoreHaven Wealth Partners
New Jersey
$35K +$3.62K +105 +13%
LF
2424
Lee Financial
Texas
$35K +$20.7K +600 +195%
CA
2425
Crewe Advisors
Utah
$34K – – –
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