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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2801
Carmichael Hill & Associates
Maryland
$120K -$10K -250 -8%
CWM
2802
CarsonAllaria Wealth Management
Illinois
$112K +$16K +399 +17%
RDIA
2803
RE Dickinson Investment Advisors
Iowa
$111K -$15.4K -385 -12%
GGI
2804
Godsey & Gibb Inc
Virginia
$109K +$12.8K +319 +13%
SA
2805
SRH Advisors
Kansas
$106K – – –
FNWA
2806
Financial Network Wealth Advisors
Utah
$106K -$26.9K -670 -20%
HWM
2807
Horizons Wealth Management
North Carolina
$105K – – –
RAM
2808
Riggs Asset Management
Pennsylvania
$105K – – –
RWM
2809
Reston Wealth Management
Virginia
$99.3K +$100K +2,502 New
TWD
2810
True Wealth Design
Ohio
$97.9K +$86.8K +2,167 +722%
DWM
2811
Darwin Wealth Management
Florida
$97.7K +$98.7K +2,462 New
TIM
2812
Tortoise Investment Management
New York
$97.3K – – –
NMM
2813
Naples Money Management
Florida
$95.1K – – –
C
2814
Covestor
United Kingdom
$95K -$2.97K -74 -3%
RFG
2815
REAP Financial Group
Texas
$94.8K +$14.5K +361 +18%
HDIM
2816
Hanson & Doremus Investment Management
Vermont
$94K – – –
GA
2817
GoalVest Advisory
New York
$93.5K – – –
BIM
2818
Breakwater Investment Management
Washington
$92K – – –
ACM
2819
Adalta Capital Management
New York
$91.3K -$12K -300 -12%
CAC
2820
Core Alternative Capital
Georgia
$90.8K +$6.01K +150 +7%
FDCP
2821
Foster Dykema Cabot & Partners
Massachusetts
$89.6K -$160 -4 -0.2%
ATC
2822
Advantage Trust Company
Kansas
$89.3K – – –
GIS
2823
Grayhawk Investment Strategies
Alberta, Canada
$87.2K – – –
TC
2824
Trust Company
Kansas
$84.7K – – –
BL
2825
BFSG LLC
California
$84.6K -$52.7K -1,315 -38%
111 112
113
114 115