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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
3051
Roxbury Financial
New Jersey
$115K +$106K +2,418 New
BHWM
3052
Beaird Harris Wealth Management
Texas
$114K +$36.5K +830 +47%
ACA
3053
Atlas Capital Advisors
Wyoming
$114K -$63.2K -1,436 -36%
PAI
3054
Pittenger & Anderson Inc
Nebraska
$114K -$132K -3,000 -54%
TWD
3055
True Wealth Design
Ohio
$114K +$5.15K +117 +5%
SAM
3056
Sherman Asset Management
California
$113K +$113K +2,569 New
DWM
3057
Darwin Wealth Management
Florida
$113K +$4.31K +98 +4%
BCCM
3058
Black Cypress Capital Management
Florida
$112K -$484K -11,004 -81%
FFWM
3059
Future Financial Wealth Management
Ohio
$111K -$35.8K -813 -24%
GA
3060
GoalVest Advisory
New York
$110K +$5.98K +136 +6%
TIM
3061
Tortoise Investment Management
New York
$109K +$1.23K +28 +1%
BFPW
3062
BOK Financial Private Wealth
Colorado
$107K -$77K -1,751 -42%
DPW
3063
DiNuzzo Private Wealth
Pennsylvania
$107K -$26.2K -595 -20%
GGI
3064
Godsey & Gibb Inc
Virginia
$106K -$14K -319 -12%
CAC
3065
Core Alternative Capital
Georgia
$105K +$4.4K +100 +4%
RFG
3066
REAP Financial Group
Texas
$104K -$792 -18 -0.8%
HDIM
3067
Hanson & Doremus Investment Management
Vermont
$102K -$2.86K -65 -3%
BIM
3068
Breakwater Investment Management
Washington
$102K – – –
BA
3069
Bellwether Advisors
Nebraska
$101K +$101K +2,296 New
FDCP
3070
Foster Dykema Cabot & Partners
Massachusetts
$99.2K – – –
TC
3071
Truvestments Capital
Florida
$94.7K +$13.4K +304 +16%
TC
3072
Trust Company
Kansas
$93.8K – – –
BL
3073
BFSG LLC
California
$92.6K -$1.1K -25 -1%
SC
3074
Stephens Consulting
Michigan
$91.6K +$13.1K +297 +17%
IWM
3075
IMG Wealth Management
Florida
$90.9K +$91K +2,068 New
121 122
123
124 125