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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2401
Center for Financial Planning
Michigan
$70K – – –
FFC
2402
First Financial Corp
Indiana
$70K – – –
SFPG
2403
Stonebridge Financial Planning Group
Florida
$68K – – –
SMG
2404
Spectrum Management Group
Indiana
$68K +$62.6K +1,554 +3,985%
SA
2405
SRH Advisors
Kansas
$65K -$13.5K -334 -18%
WAS
2406
Winch Advisory Services
Wisconsin
$65K +$282 +7 +0.5%
FPFS
2407
First Personal Financial Services
North Carolina
$64K -$8.46K -210 -12%
WQ
2408
Wealth Quarterback
New Jersey
$63K +$322 +8 +0.5%
TLCM
2409
Twin Lakes Capital Management
California
$61K +$242 +6 +0.4%
FMTCOCP
2410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K – – –
MAM
2411
McCarthy Asset Management
California
$60K – – –
RWM
2412
Raffa Wealth Management
District of Columbia
$58.5K – – –
RBC
2413
Roble Belko & Company
Pennsylvania
$58K -$2.42K -60 -4%
UFF
2414
USA Financial Formulas
Michigan
$56K -$322 -8 -0.6%
IFAM
2415
Institutional & Family Asset Management
Colorado
$56K +$33.4K +828 +167%
AL
2416
ADE LLC
Maryland
$55K -$14.2K -352 -21%
CWA
2417
Carolina Wealth Advisors
South Carolina
$54K -$159K -3,948 -76%
TIM
2418
Tortoise Investment Management
New York
$52K – – –
BIA
2419
Bell Investment Advisors
California
$51K +$48.4K +1,202 New
TF
2420
Tompkins Financial
New York
$49K +$46.8K +1,162 New
BC
2421
Barnett & Company
Tennessee
$48K – – –
SFG
2422
Sage Financial Group
Pennsylvania
$47K – – –
FCMT
2423
Founders Capital Management (Texas)
Texas
$46K -$24.3K -603 -36%
BEI
2424
Benjamin Edwards Inc
Missouri
$46K +$43.3K +1,076 New
PWA
2425
Phoenix Wealth Advisors
North Carolina
$45K – – –
95 96
97
98 99