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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
3151
BankPlus Trust Department
Mississippi
$135K – – –
MMCM
3152
Murphy & Mullick Capital Management
New York
$134K +$50K +1,024 +66%
SAM
3153
Sherman Asset Management
California
$131K – – –
FFWM
3154
Future Financial Wealth Management
Ohio
$131K +$49 +1 +0%
GA
3155
GoalVest Advisory
New York
$129K – – –
TCB
3156
Texas Capital Bancshares
Texas
$129K -$213K -4,364 -64%
HWM
3157
Horizons Wealth Management
North Carolina
$129K -$7.42K -152 -6%
NSG
3158
Nalls Sherbakoff Group
Tennessee
$128K – – –
MCCP
3159
Mission Creek Capital Partners
California
$125K -$14.1K -290 -1%
BIM
3160
Breakwater Investment Management
Washington
$123K +$3.22K +66 +3%
CC
3161
Corsicana & Co
Texas
$117K +$111K +2,271 New
ATC
3162
Advantage Trust Company
Kansas
$116K – – –
RF
3163
Roxbury Financial
New Jersey
$114K -$14.1K -289 -12%
TC
3164
Truvestments Capital
Florida
$114K +$12K +246 +13%
AWA
3165
American Wealth Advisors
Georgia
$113K +$107K +2,192 New
DPW
3166
DiNuzzo Private Wealth
Pennsylvania
$112K – – –
CB
3167
CNB Bank
Pennsylvania
$110K +$85.5K +1,752 +454%
AW
3168
Avion Wealth
Texas
$110K +$4.54K +93 +5%
DWM
3169
Darwin Wealth Management
Florida
$110K -$6.34K -130 -6%
DI
3170
DAGCO Inc
Ohio
$110K +$146 +3 +0.1%
GWSG
3171
GPS Wealth Strategies Group
Colorado
$108K -$31.5K -646 -24%
1NWS
3172
1 North Wealth Services
Maryland
$108K – – –
TC
3173
Tacita Capital
Ontario, Canada
$107K -$232K -4,762 -70%
FPF
3174
First Pacific Financial
Washington
$107K +$98 +2 +0.1%
MSWA
3175
Marshall & Sterling Wealth Advisors
New York
$106K +$146 +3 +0.1%
125 126
127
128 129