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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2401
Wealth Quarterback
New Jersey
$63K +$322 +8 +0.5%
TLCM
2402
Twin Lakes Capital Management
California
$61K +$242 +6 +0.4%
FMTCOCP
2403
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K – – –
MAM
2404
McCarthy Asset Management
California
$60K – – –
RWM
2405
Raffa Wealth Management
District of Columbia
$58.5K – – –
RBC
2406
Roble Belko & Company
Pennsylvania
$58K -$2.42K -60 -4%
UFF
2407
USA Financial Formulas
Michigan
$56K -$322 -8 -0.6%
IFAM
2408
Institutional & Family Asset Management
Colorado
$56K +$33.4K +828 +167%
AL
2409
ADE LLC
Maryland
$55K -$14.2K -352 -21%
CWA
2410
Carolina Wealth Advisors
South Carolina
$54K -$159K -3,948 -76%
TIM
2411
Tortoise Investment Management
New York
$52K – – –
BIA
2412
Bell Investment Advisors
California
$51K +$48.4K +1,202 New
TF
2413
Tompkins Financial
New York
$49K +$46.8K +1,162 New
BC
2414
Barnett & Company
Tennessee
$48K – – –
SFG
2415
Sage Financial Group
Pennsylvania
$47K – – –
FCMT
2416
Founders Capital Management (Texas)
Texas
$46K -$24.3K -603 -36%
BEI
2417
Benjamin Edwards Inc
Missouri
$46K +$43.3K +1,076 New
PWA
2418
Phoenix Wealth Advisors
North Carolina
$45K – – –
LF
2419
Lee Financial
Texas
$44K -$886 -22 -2%
LAS
2420
Lloyd Advisory Services
Georgia
$42K -$6.97K -173 -15%
FGAM
2421
Financial Gravity Asset Management
Texas
$42K -$40 -1 -0.7%
CPWM
2422
Cypress Point Wealth Management
Texas
$42K – – –
PCC
2423
Park Circle Company
Maryland
$42K – – –
ST
2424
Sphinx Trading
Illinois
$42K +$40.3K +1,000 New
ST
2425
Sageworth Trust
Pennsylvania
$41K – – –
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97
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