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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3126
Elevation Wealth Partners
California
$179K +$18.3K +375 +12%
FCG
3127
Financial Connections Group
California
$178K +$16.8K +345 +11%
GF
3128
GGM Financials
Ohio
$177K +$168K +3,434 New
GPFA
3129
Game Plan Financial Advisors
Ohio
$176K +$98 +2 +0.1%
M
3130
MOTCO
Texas
$170K -$25.1K -514 -14%
RPA
3131
Redwood Park Advisors
California
$169K +$30.6K +628 +24%
CH
3132
Canton Hathaway
Rhode Island
$166K – – –
GTAM
3133
Global Trust Asset Management
Florida
$166K +$97.6K +2,000 +165%
CBT
3134
CoreFirst Bank & Trust
Kansas
$164K -$225K -4,610 -59%
OAJ
3135
Ogorek Anthony Joseph
New York
$163K -$7.37K -151 -5%
TFM
3136
TFC Financial Management
Massachusetts
$161K +$8.2K +168 +6%
DWA
3137
Dougherty Wealth Advisers
Minnesota
$158K – – –
TIM
3138
Tortoise Investment Management
New York
$155K +$6.2K +127 +4%
FGAM
3139
Financial Gravity Asset Management
Texas
$153K +$145K +2,972 New
MWPCG
3140
Measured Wealth Private Client Group
New Hampshire
$153K -$98.4K -2,018 -40%
C
3141
Covestor
United Kingdom
$152K -$6.93K -142 -5%
GGI
3142
Godsey & Gibb Inc
Virginia
$150K +$13.1K +268 +10%
CWM
3143
Consultiva Wealth Management
Puerto Rico
$147K – – –
MLA
3144
MB, Levis & Associates
Pennsylvania
$144K -$36.4K -747 -21%
VCM
3145
Virtue Capital Management
Tennessee
$144K +$1.75M +35,906 +255%
SA
3146
Scarborough Advisors
Maryland
$143K -$1.51K -31 -1%
CA
3147
Centerpoint Advisors
Massachusetts
$141K +$16.9K +346 +15%
SA
3148
SRH Advisors
Kansas
$138K – – –
BHWM
3149
Beaird Harris Wealth Management
Texas
$137K -$6.1K -125 -4%
BWL
3150
Bogart Wealth LLC
Virginia
$137K +$781 +16 +0.6%
124 125
126
127 128