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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
Consultiva Wealth Management
Puerto Rico
$139K – – –
BWL
3202
Bogart Wealth LLC
Virginia
$137K +$4.7K +91 +3%
PWA
3203
Portus Wealth Advisors
North Carolina
$135K +$142K +2,760 New
PMFA
3204
Plante Moran Financial Advisors
Michigan
$134K -$65.9K -1,278 -32%
MLA
3205
MB, Levis & Associates
Pennsylvania
$134K -$3.51K -68 -2%
CA
3206
Centerpoint Advisors
Massachusetts
$132K +$52 +1 +0%
SA
3207
SRH Advisors
Kansas
$131K – – –
CH
3208
CDKV Holdings
Colorado
$129K – – –
BTD
3209
BankPlus Trust Department
Mississippi
$128K – – –
GCP
3210
Gill Capital Partners
Colorado
$128K +$135K +2,616 New
MTIM
3211
Marathon Trading Investment Management
Pennsylvania
$127K -$1.32M -25,507 -91%
OAJ
3212
Ogorek Anthony Joseph
New York
$125K -$4.59K -89 -3%
SAM
3213
Sherman Asset Management
California
$124K – – –
CIEC
3214
Crédit Industriel et Commercial
France
$124K -$41K -794 -24%
AGA
3215
Arkos Global Advisors
Texas
$123K +$130K +2,520 New
HWM
3216
Horizons Wealth Management
North Carolina
$122K – – –
FPF
3217
First Pacific Financial
Washington
$119K +$19.3K +374 +18%
KFP
3218
Kerr Financial Planning
California
$119K +$73K +1,414 +171%
AFC
3219
Ares Financial Consulting
California
$118K +$47.1K +913 +62%
ASCM
3220
Adkins Seale Capital Management
Louisiana
$117K – – –
NSG
3221
Nalls Sherbakoff Group
Tennessee
$117K -$4.08K -79 -3%
BIM
3222
Breakwater Investment Management
Washington
$117K -$2.01K -39 -2%
STB
3223
S&T Bank
Pennsylvania
$116K +$18.3K +355 +18%
TGY2IT
3224
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$116K +$122K +2,373 New
GTAM
3225
Global Trust Asset Management
Florida
$115K -$31K -600 -20%
127 128
129
130 131