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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2726
Householder Group Estate & Retirement Specialist
Arizona
$127K +$6.63K +193 +6%
BWL
2727
Bogart Wealth LLC
Virginia
$127K +$6.04K +176 +6%
FCG
2728
Financial Connections Group
California
$124K +$4.84K +141 +5%
FSWA
2729
Financial Synergies Wealth Advisors
Texas
$122K +$108K +3,157 +4,857%
C
2730
Covestor
United Kingdom
$122K -$104K -3,040 -49%
CH
2731
Canton Hathaway
Rhode Island
$122K – – –
BFPW
2732
BOK Financial Private Wealth
Colorado
$121K – – –
RTC
2733
Riverview Trust Company
Washington
$120K +$109K +3,165 New
PCWA
2734
Pacific Capital Wealth Advisors
California
$120K -$58.2K -1,696 -35%
RDIA
2735
RE Dickinson Investment Advisors
Iowa
$119K – – –
IFAM
2736
Institutional & Family Asset Management
Colorado
$118K -$2.85K -83 -3%
DWA
2737
Dougherty Wealth Advisers
Minnesota
$116K – – –
GCM
2738
Gladius Capital Management
Illinois
$114K +$104K +3,018 New
DPW
2739
DiNuzzo Private Wealth
Pennsylvania
$112K -$5.15K -150 -5%
CHA
2740
Carmichael Hill & Associates
Maryland
$108K -$27.4K -798 -22%
CAM
2741
Costello Asset Management
Pennsylvania
$108K – – –
T
2742
Tidemark
California
$108K +$206 +6 +0.2%
AT
2743
Avalon Trust
New Mexico
$104K -$5.08K -148 -5%
TIM
2744
Tortoise Investment Management
New York
$103K -$4.12K -120 -4%
SWC
2745
Spectrum Wealth Counsel
Indiana
$102K -$77.4K -2,254 -45%
SA
2746
SRH Advisors
Kansas
$102K – – –
S
2747
Sachetta
Massachusetts
$100K – – –
AW
2748
Avion Wealth
Texas
$100K -$1.2K -35 -1%
ACM
2749
Adalta Capital Management
New York
$98.6K -$17.2K -500 -16%
RAM
2750
Riggs Asset Management
Pennsylvania
$98.4K +$687 +20 +0.8%
108 109
110
111 112