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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3176
Catalyst Capital Advisors
New York
$185K -$117K -2,260 -37%
HC
3177
Hara Capital
Washington
$180K – – –
EWP
3178
Elevation Wealth Partners
California
$179K +$6.29K +122 +3%
WOSD
3179
WFA of San Diego
California
$177K – – –
CFM
3180
Cornerstone Financial Management
Massachusetts
$175K +$106K +2,047 +132%
GF
3181
GGM Financials
Ohio
$174K +$6.19K +120 +3%
HHCP
3182
Hilton Head Capital Partners
South Carolina
$172K -$6.86K -133 -4%
AG
3183
AmeriFlex Group
Nevada
$171K +$877 +17 +0.5%
YP
3184
YANKCOM Partnership
South Dakota
$171K -$38K -736 -17%
TAR
3185
Trask Adam Roland
$171K +$181K +3,500 New
CPG
3186
Cornerstone Planning Group
New Jersey
$170K +$15.5K +301 +10%
FCG
3187
Financial Connections Group
California
$168K – – –
GPFA
3188
Game Plan Financial Advisors
Ohio
$166K +$155 +3 +0.1%
WAG
3189
Wilkerson Advisory Group
Missouri
$164K +$63K +1,220 +57%
RPA
3190
Redwood Park Advisors
California
$160K – – –
CH
3191
Canton Hathaway
Rhode Island
$156K – – –
PF
3192
PlanVest Financial
Maryland
$154K +$163K +3,167 New
T
3193
TrustBank
Illinois
$153K +$37.2K +720 +30%
DWA
3194
Dougherty Wealth Advisers
Minnesota
$149K – – –
TWD
3195
True Wealth Design
Ohio
$148K +$74.8K +1,450 +92%
HHGA
3196
Halbert Hargrove Global Advisors
California
$146K – – –
IW
3197
Imprint Wealth
South Carolina
$143K -$21.2K -411 -12%
GGI
3198
Godsey & Gibb Inc
Virginia
$141K +$6.66K +129 +5%
TFM
3199
TFC Financial Management
Massachusetts
$141K -$12.6K -244 -8%
PL
3200
PeakShares LLC
Florida
$139K +$16.4K +318 +13%
126 127
128
129 130