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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
3226
Arkos Global Advisors
Texas
$123K +$130K +2,520 New
HWM
3227
Horizons Wealth Management
North Carolina
$122K – – –
FPF
3228
First Pacific Financial
Washington
$119K +$19.3K +374 +18%
KFP
3229
Kerr Financial Planning
California
$119K +$73K +1,414 +171%
AFC
3230
Ares Financial Consulting
California
$118K +$47.1K +913 +62%
ASCM
3231
Adkins Seale Capital Management
Louisiana
$117K – – –
NSG
3232
Nalls Sherbakoff Group
Tennessee
$117K -$4.08K -79 -3%
BIM
3233
Breakwater Investment Management
Washington
$117K -$2.01K -39 -2%
STB
3234
S&T Bank
Pennsylvania
$116K +$18.3K +355 +18%
TGY2IT
3235
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$116K +$122K +2,373 New
GTAM
3236
Global Trust Asset Management
Florida
$115K -$31K -600 -20%
BHWM
3237
Beaird Harris Wealth Management
Texas
$110K – – –
AW
3238
Avion Wealth
Texas
$110K +$9.19K +178 +9%
TC
3239
Truvestments Capital
Florida
$109K +$1.7K +33 +1%
MMCM
3240
Murphy & Mullick Capital Management
New York
$106K +$13.4K +259 +13%
DWM
3241
Darwin Wealth Management
Florida
$105K +$619 +12 +0.6%
KAS
3242
Kemnay Advisory Services
New York
$104K -$56.8K -1,101 -34%
DI
3243
DAGCO Inc
Ohio
$104K +$206 +4 +0.2%
RP
3244
Rowlandmiller & Partners
Georgia
$102K – – –
1NWS
3245
1 North Wealth Services
Maryland
$102K – – –
DPW
3246
DiNuzzo Private Wealth
Pennsylvania
$101K -$5.32K -103 -5%
TC
3247
Tacita Capital
Ontario, Canada
$101K – – –
CC
3248
Corsicana & Co
Texas
$101K +$7.74K +150 +7%
SRCM
3249
Signature Resources Capital Management
California
$101K +$7.02K +136 +7%
IWM
3250
IMG Wealth Management
Florida
$101K -$159K -3,083 -60%
128 129
130
131 132