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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3301
Cornerstone Planning Group
New Jersey
$194K -$2.61K -49 -2%
PL
3302
PeakShares LLC
Florida
$194K +$28.7K +540 +19%
RF
3303
Rossby Financial
Florida
$190K -$201K -3,785 -53%
RPA
3304
Redwood Park Advisors
California
$188K +$691 +13 +0.4%
HHCP
3305
Hilton Head Capital Partners
South Carolina
$186K -$14.1K -266 -8%
BWL
3306
Bogart Wealth LLC
Virginia
$184K +$22.6K +425 +15%
ACA
3307
Atlas Capital Advisors
Wyoming
$182K +$160K +3,013 +1,722%
PF
3308
PlanVest Financial
Maryland
$181K +$585 +11 +0.3%
WAG
3309
Wilkerson Advisory Group
Missouri
$178K -$13.7K -257 -8%
HHGA
3310
Halbert Hargrove Global Advisors
California
$176K +$5.16K +97 +3%
BHWM
3311
Beaird Harris Wealth Management
Texas
$176K +$43.6K +819 +36%
MI
3312
Markowski Investments
Florida
$175K +$163K +3,067 New
TFM
3313
TFC Financial Management
Massachusetts
$174K +$9.31K +175 +6%
DWA
3314
Dougherty Wealth Advisers
Minnesota
$174K – – –
AA
3315
Addison Advisors
Vermont
$171K -$896K -16,850 -85%
IW
3316
Imprint Wealth
South Carolina
$167K – – –
CA
3317
Centerpoint Advisors
Massachusetts
$165K +$10.7K +201 +7%
GGI
3318
Godsey & Gibb Inc
Virginia
$165K – – –
CWM
3319
Consultiva Wealth Management
Puerto Rico
$162K – – –
STB
3320
S&T Bank
Pennsylvania
$161K +$23.5K +442 +19%
CCA
3321
Catalyst Capital Advisors
New York
$160K -$53K -997 -26%
PMFA
3322
Plante Moran Financial Advisors
Michigan
$158K +$1.17K +22 +0.8%
MLA
3323
MB, Levis & Associates
Pennsylvania
$157K +$638 +12 +0.4%
GCP
3324
Gill Capital Partners
Colorado
$155K +$5.32K +100 +4%
OAJ
3325
Ogorek Anthony Joseph
New York
$154K +$7.66K +144 +6%
131 132
133
134 135