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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
3201
Canton Hathaway
Rhode Island
$156K – – –
PF
3202
PlanVest Financial
Maryland
$154K +$163K +3,167 New
T
3203
TrustBank
Illinois
$153K +$37.2K +720 +30%
DWA
3204
Dougherty Wealth Advisers
Minnesota
$149K – – –
TWD
3205
True Wealth Design
Ohio
$148K +$74.8K +1,450 +92%
HHGA
3206
Halbert Hargrove Global Advisors
California
$146K – – –
IW
3207
Imprint Wealth
South Carolina
$143K -$21.2K -411 -12%
GGI
3208
Godsey & Gibb Inc
Virginia
$141K +$6.66K +129 +5%
TFM
3209
TFC Financial Management
Massachusetts
$141K -$12.6K -244 -8%
PL
3210
PeakShares LLC
Florida
$139K +$16.4K +318 +13%
CWM
3211
Consultiva Wealth Management
Puerto Rico
$139K – – –
BWL
3212
Bogart Wealth LLC
Virginia
$137K +$4.7K +91 +3%
PWA
3213
Portus Wealth Advisors
North Carolina
$135K +$142K +2,760 New
WAU
3214
Wellington-Altus USA
Manitoba, Canada
$134K -$24K -465 -16%
PMFA
3215
Plante Moran Financial Advisors
Michigan
$134K -$65.9K -1,278 -32%
MLA
3216
MB, Levis & Associates
Pennsylvania
$134K -$3.51K -68 -2%
CA
3217
Centerpoint Advisors
Massachusetts
$132K +$52 +1 +0%
SA
3218
SRH Advisors
Kansas
$131K – – –
CH
3219
CDKV Holdings
Colorado
$129K – – –
BTD
3220
BankPlus Trust Department
Mississippi
$128K – – –
GCP
3221
Gill Capital Partners
Colorado
$128K +$135K +2,616 New
MTIM
3222
Marathon Trading Investment Management
Pennsylvania
$127K -$1.32M -25,507 -91%
OAJ
3223
Ogorek Anthony Joseph
New York
$125K -$4.59K -89 -3%
SAM
3224
Sherman Asset Management
California
$124K – – –
CIEC
3225
Crédit Industriel et Commercial
France
$124K -$41K -794 -24%
127 128
129
130 131