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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
3101
Halbert Hargrove Global Advisors
California
$142K -$7.03K -167 -5%
TFM
3102
TFC Financial Management
Massachusetts
$140K -$1.51K -36 -1%
CWM
3103
CarsonAllaria Wealth Management
Illinois
$140K +$5.64K +134 +5%
TIM
3104
Tortoise Investment Management
New York
$136K +$16.6K +395 +16%
CWM
3105
Consultiva Wealth Management
Puerto Rico
$135K -$25.2K -600 -17%
RAM
3106
Riggs Asset Management
Pennsylvania
$135K – – –
OW
3107
Olistico Wealth
Oklahoma
$135K +$120K +2,843 New
SA
3108
Scarborough Advisors
Maryland
$133K +$118K +2,804 New
WOC
3109
West Oak Capital
California
$132K – – –
BHWM
3110
Beaird Harris Wealth Management
Texas
$132K +$6.06K +144 +5%
MCCP
3111
Mission Creek Capital Partners
California
$130K +$12.8K +304 +1%
GWSG
3112
GPS Wealth Strategies Group
Colorado
$130K -$51.2K -1,217 -31%
CPG
3113
Cornerstone Planning Group
New Jersey
$129K +$631 +15 +0.5%
SA
3114
SRH Advisors
Kansas
$127K – – –
HWM
3115
Horizons Wealth Management
North Carolina
$126K – – –
RPA
3116
Redwood Park Advisors
California
$125K +$589 +14 +0.5%
GGI
3117
Godsey & Gibb Inc
Virginia
$125K +$4.88K +116 +5%
BWL
3118
Bogart Wealth LLC
Virginia
$124K +$19.1K +453 +21%
BTD
3119
BankPlus Trust Department
Mississippi
$124K -$1.51K -36 -1%
ACA
3120
Atlas Capital Advisors
Wyoming
$123K -$42.1K -1,000 -28%
SAM
3121
Sherman Asset Management
California
$120K – – –
FFWM
3122
Future Financial Wealth Management
Ohio
$120K +$84 +2 +0.1%
RF
3123
Rossby Financial
Florida
$119K +$26.7K +634 +34%
GA
3124
GoalVest Advisory
New York
$119K -$1.09K -26 -1%
SNB
3125
Security National Bank
Nebraska
$119K +$93.8K +2,230 +811%
123 124
125
126 127