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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
3326
Vestor Capital
Illinois
$182K -$6.06M -113,874 -100%
ACA
3327
Atlas Capital Advisors
Wyoming
$182K +$160K +3,013 +1,722%
PF
3328
PlanVest Financial
Maryland
$181K +$585 +11 +0.3%
WAG
3329
Wilkerson Advisory Group
Missouri
$178K -$13.7K -257 -8%
HHGA
3330
Halbert Hargrove Global Advisors
California
$176K +$5.16K +97 +3%
BHWM
3331
Beaird Harris Wealth Management
Texas
$176K +$43.6K +819 +36%
MI
3332
Markowski Investments
Florida
$175K +$163K +3,067 New
TFM
3333
TFC Financial Management
Massachusetts
$174K +$9.31K +175 +6%
DWA
3334
Dougherty Wealth Advisers
Minnesota
$174K – – –
AA
3335
Addison Advisors
Vermont
$171K -$896K -16,850 -85%
IW
3336
Imprint Wealth
South Carolina
$167K – – –
CA
3337
Centerpoint Advisors
Massachusetts
$165K +$10.7K +201 +7%
GGI
3338
Godsey & Gibb Inc
Virginia
$165K – – –
CWM
3339
Consultiva Wealth Management
Puerto Rico
$162K – – –
STB
3340
S&T Bank
Pennsylvania
$161K +$23.5K +442 +19%
CCA
3341
Catalyst Capital Advisors
New York
$160K -$53K -997 -26%
PMFA
3342
Plante Moran Financial Advisors
Michigan
$158K +$1.17K +22 +0.8%
MLA
3343
MB, Levis & Associates
Pennsylvania
$157K +$638 +12 +0.4%
GCP
3344
Gill Capital Partners
Colorado
$155K +$5.32K +100 +4%
OAJ
3345
Ogorek Anthony Joseph
New York
$154K +$7.66K +144 +6%
RF
3346
Roxbury Financial
New Jersey
$154K +$44.7K +841 +45%
SA
3347
SRH Advisors
Kansas
$153K – – –
BTD
3348
BankPlus Trust Department
Mississippi
$149K – – –
T
3349
TrustBank
Illinois
$148K -$28.5K -535 -17%
MMCM
3350
Murphy & Mullick Capital Management
New York
$147K +$20.8K +392 +18%
132 133
134
135 136