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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
3001
Sierra Ocean
California
$112K -$15.1K -339 -11%
SA
3002
SRH Advisors
Kansas
$112K – – –
BTD
3003
BankPlus Trust Department
Mississippi
$111K – – –
HWM
3004
Horizons Wealth Management
North Carolina
$111K – – –
BHWM
3005
Beaird Harris Wealth Management
Texas
$110K +$1.47K +33 +1%
RPA
3006
Redwood Park Advisors
California
$110K – – –
NC
3007
NewSquare Capital
Pennsylvania
$109K +$56.5K +1,267 +95%
CPG
3008
Cornerstone Planning Group
New Jersey
$109K +$44.7K +1,004 +56%
BCCM
3009
Black Cypress Capital Management
Florida
$107K – – –
SAM
3010
Sherman Asset Management
California
$106K -$1.02K -23 -0.9%
FFWM
3011
Future Financial Wealth Management
Ohio
$106K +$89 +2 +0.1%
GA
3012
GoalVest Advisory
New York
$106K +$1.83K +41 +2%
GGI
3013
Godsey & Gibb Inc
Virginia
$105K +$4.86K +109 +5%
MCCP
3014
Mission Creek Capital Partners
California
$104K -$51.4K -1,153 -5%
TIM
3015
Tortoise Investment Management
New York
$104K – – –
TC
3016
Truvestments Capital
Florida
$103K +$13.6K +306 +14%
TC
3017
Trust Company
Kansas
$102K +$13.4K +300 +14%
GWP
3018
Gen-Wealth Partners
Michigan
$98.2K -$13.8K -309 -12%
DPW
3019
DiNuzzo Private Wealth
Pennsylvania
$98K -$3.83K -86 -4%
BIM
3020
Breakwater Investment Management
Washington
$96.8K – – –
BA
3021
Bellwether Advisors
Nebraska
$95.8K – – –
CA
3022
Centerpoint Advisors
Massachusetts
$95K -$266K -5,971 -72%
OWP
3023
ORG Wealth Partners
Texas
$92.2K +$99K +2,222 New
BWL
3024
Bogart Wealth LLC
Virginia
$90.9K +$6.15K +138 +7%
CW
3025
Curio Wealth
Maryland
$90.6K +$89 +2 New
119 120
121
122 123