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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2651
Carmichael Hill & Associates
Maryland
$123K -$48.7K -1,672 -31%
CAC
2652
Core Alternative Capital
Georgia
$122K -$12K -411 -10%
ODG
2653
O'Dell Group
Ohio
$121K +$105K +3,592 New
OP
2654
ORG Partners
Indiana
$118K -$226K -7,754 -69%
MLA
2655
MB, Levis & Associates
Pennsylvania
$116K +$757 +26 +0.8%
M
2656
MOTCO
Texas
$115K +$6.14K +211 +7%
GPFA
2657
Game Plan Financial Advisors
Ohio
$115K +$99.2K +3,408 New
MIM
2658
Manitou Investment Management
Ontario, Canada
$114K – – –
NECFA
2659
New England Capital Financial Advisors
Connecticut
$109K +$175 +6 +0.2%
CH
2660
Canton Hathaway
Rhode Island
$108K – – –
BFPW
2661
BOK Financial Private Wealth
Colorado
$108K -$74.4K -2,556 -44%
IFAM
2662
Institutional & Family Asset Management
Colorado
$108K +$61.5K +2,111 +195%
BWL
2663
Bogart Wealth LLC
Virginia
$107K -$15.8K -543 -15%
HGERS
2664
Householder Group Estate & Retirement Specialist
Arizona
$106K -$67.2K -2,307 -42%
RDIA
2665
RE Dickinson Investment Advisors
Iowa
$106K – – –
DPW
2666
DiNuzzo Private Wealth
Pennsylvania
$105K +$90.5K +3,107 New
ACM
2667
Adalta Capital Management
New York
$104K – – –
EP
2668
Elkhorn Partners
Nebraska
$104K -$14.6K -500 -14%
FCG
2669
Financial Connections Group
California
$104K – – –
RWM
2670
Ruedi Wealth Management
Illinois
$104K +$58 +2 +0.1%
DWA
2671
Dougherty Wealth Advisers
Minnesota
$103K – – –
EC
2672
Elequin Capital
New York
$102K +$88.5K +3,041 New
ACA
2673
Atlas Capital Advisors
Wyoming
$102K – – –
AP
2674
Arlington Partners
Alabama
$101K +$87.3K +3,000 New
S
2675
Sachetta
Massachusetts
$100K +$86.8K +2,980 New