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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2501
CLG LLC
California
$433K +$464 +9 +0.1%
BHA
2502
Beech Hill Advisors
New York
$433K – – –
AFT
2503
Alpha Family Trust
California
$432K – – –
JWBC
2504
J.W. Burns & Co
New York
$430K -$18.4K -357 -4%
BGAI
2505
Bruce G. Allen Investments
Colorado
$429K -$53.7K -1,040 -11%
NEPPG
2506
New England Professional Planning Group
Rhode Island
$429K -$17.4K -338 -4%
CPSAC
2507
Chas P. Smith & Associates (CPS)
Florida
$428K -$33.6K -651 -7%
GWM
2508
GSB Wealth Management
Connecticut
$427K -$14.9K -288 -3%
SMH
2509
Sanders Morris Harris
Texas
$427K +$452K +8,756 New
WCFA
2510
Walkner Condon Financial Advisors
Wisconsin
$426K +$4.95K +96 +1%
LWA
2511
Legacy Wealth Advisors
Florida
$426K +$228K +4,411 +102%
SWM
2512
Sendero Wealth Management
Texas
$425K -$15.3K -297 -3%
FCM
2513
Fogel Capital Management
Florida
$424K +$2.17K +42 +0.5%
HCM
2514
Hengehold Capital Management
Ohio
$424K -$1.19K -23 -0.3%
VC
2515
Vicus Capital
Pennsylvania
$424K -$6.92K -134 -2%
BBPWM
2516
Blue Bell Private Wealth Management
Pennsylvania
$423K -$9.34K -181 -2%
TW
2517
Traveka Wealth
California
$423K +$722 +14 +0.2%
OHIS
2518
Oak Harvest Investment Services
Texas
$423K +$12.9K +250 +3%
RDFA
2519
Ritter Daniher Financial Advisory
Ohio
$422K -$7.02K -136 -2%
FAFN
2520
First Affirmative Financial Network
Colorado
$422K +$447K +8,657 New
CW
2521
Cornerstone Wealth
Tennessee
$422K +$413K +8,012 New
ACM
2522
Allred Capital Management
Texas
$422K -$45.1K -874 -9%
TT
2523
TI-Trust
Illinois
$421K – – –
CA
2524
Crumly & Associates
Illinois
$421K – – –
SP
2525
Successful Portfolios
Florida
$421K -$4.44K -86 -1%
99 100
101
102 103