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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3151
SRH Advisors
Kansas
$138K – – –
BHWM
3152
Beaird Harris Wealth Management
Texas
$137K -$6.1K -125 -4%
BWL
3153
Bogart Wealth LLC
Virginia
$137K +$781 +16 +0.6%
BTD
3154
BankPlus Trust Department
Mississippi
$135K – – –
MMCM
3155
Murphy & Mullick Capital Management
New York
$134K +$50K +1,024 +66%
SAM
3156
Sherman Asset Management
California
$131K – – –
FFWM
3157
Future Financial Wealth Management
Ohio
$131K +$49 +1 +0%
GA
3158
GoalVest Advisory
New York
$129K – – –
TCB
3159
Texas Capital Bancshares
Texas
$129K -$213K -4,364 -64%
HWM
3160
Horizons Wealth Management
North Carolina
$129K -$7.42K -152 -6%
NSG
3161
Nalls Sherbakoff Group
Tennessee
$128K – – –
MCCP
3162
Mission Creek Capital Partners
California
$125K -$14.1K -290 -1%
BIM
3163
Breakwater Investment Management
Washington
$123K +$3.22K +66 +3%
CC
3164
Corsicana & Co
Texas
$117K +$111K +2,271 New
ATC
3165
Advantage Trust Company
Kansas
$116K – – –
RF
3166
Roxbury Financial
New Jersey
$114K -$14.1K -289 -12%
TC
3167
Truvestments Capital
Florida
$114K +$12K +246 +13%
AWA
3168
American Wealth Advisors
Georgia
$113K +$107K +2,192 New
DPW
3169
DiNuzzo Private Wealth
Pennsylvania
$112K – – –
CB
3170
CNB Bank
Pennsylvania
$110K +$85.5K +1,752 +454%
AW
3171
Avion Wealth
Texas
$110K +$4.54K +93 +5%
DWM
3172
Darwin Wealth Management
Florida
$110K -$6.34K -130 -6%
DI
3173
DAGCO Inc
Ohio
$110K +$146 +3 +0.1%
GWSG
3174
GPS Wealth Strategies Group
Colorado
$108K -$31.5K -646 -24%
1NWS
3175
1 North Wealth Services
Maryland
$108K – – –
125 126
127
128 129