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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
3126
YANKCOM Partnership
South Dakota
$180K -$5.66K -116 -3%
SNB
3127
Security National Bank
Nebraska
$180K +$48K +983 +39%
WOSD
3128
WFA of San Diego
California
$180K – – –
EWP
3129
Elevation Wealth Partners
California
$179K +$18.3K +375 +12%
FCG
3130
Financial Connections Group
California
$178K +$16.8K +345 +11%
GF
3131
GGM Financials
Ohio
$177K +$168K +3,434 New
GPFA
3132
Game Plan Financial Advisors
Ohio
$176K +$98 +2 +0.1%
M
3133
MOTCO
Texas
$170K -$25.1K -514 -14%
RPA
3134
Redwood Park Advisors
California
$169K +$30.6K +628 +24%
CH
3135
Canton Hathaway
Rhode Island
$166K – – –
GTAM
3136
Global Trust Asset Management
Florida
$166K +$97.6K +2,000 +165%
CBT
3137
CoreFirst Bank & Trust
Kansas
$164K -$225K -4,610 -59%
OAJ
3138
Ogorek Anthony Joseph
New York
$163K -$7.37K -151 -5%
TFM
3139
TFC Financial Management
Massachusetts
$161K +$8.2K +168 +6%
DWA
3140
Dougherty Wealth Advisers
Minnesota
$158K – – –
TIM
3141
Tortoise Investment Management
New York
$155K +$6.2K +127 +4%
FGAM
3142
Financial Gravity Asset Management
Texas
$153K +$145K +2,972 New
MWPCG
3143
Measured Wealth Private Client Group
New Hampshire
$153K -$98.4K -2,018 -40%
C
3144
Covestor
United Kingdom
$152K -$6.93K -142 -5%
GGI
3145
Godsey & Gibb Inc
Virginia
$150K +$13.1K +268 +10%
CWM
3146
Consultiva Wealth Management
Puerto Rico
$147K – – –
MLA
3147
MB, Levis & Associates
Pennsylvania
$144K -$36.4K -747 -21%
VCM
3148
Virtue Capital Management
Tennessee
$144K +$1.75M +35,906 +255%
SA
3149
Scarborough Advisors
Maryland
$143K -$1.51K -31 -1%
CA
3150
Centerpoint Advisors
Massachusetts
$141K +$16.9K +346 +15%
124 125
126
127 128