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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAFA
3351
Garton & Associates Financial Advisors
Kentucky
$145K +$139K +2,638 New
C
3352
Covestor
United Kingdom
$145K -$16.8K -318 -11%
BTD
3353
BankPlus Trust Department
Mississippi
$144K – – –
SAM
3354
Sherman Asset Management
California
$140K – – –
PL
3355
PeakShares LLC
Florida
$140K +$134K +2,538 New
HWM
3356
Horizons Wealth Management
North Carolina
$137K -$370 -7 -0.3%
NSG
3357
Nalls Sherbakoff Group
Tennessee
$136K – – –
BIM
3358
Breakwater Investment Management
Washington
$134K +$2.54K +48 +2%
BIA
3359
Bell Investment Advisors
California
$134K +$27.5K +520 +27%
T
3360
TrustBank
Illinois
$133K +$128K +2,418 New
MCCP
3361
Mission Creek Capital Partners
California
$133K +$370 +7 +0%
ASCM
3362
Adkins Seale Capital Management
Louisiana
$132K +$127K +2,400 New
CC
3363
Corsicana & Co
Texas
$125K – – –
BHWM
3364
Beaird Harris Wealth Management
Texas
$124K -$20.8K -394 -15%
TC
3365
Truvestments Capital
Florida
$122K +$106 +2 +0.1%
AWA
3366
American Wealth Advisors
Georgia
$121K +$211 +4 +0.2%
DPW
3367
DiNuzzo Private Wealth
Pennsylvania
$120K -$1.8K -34 -2%
PFO
3368
Pioneer Family Office
Florida
$119K +$115K +2,170 New
WAG
3369
Wilkerson Advisory Group
Missouri
$118K +$114K +2,153 New
DWM
3370
Darwin Wealth Management
Florida
$117K +$264 +5 +0.2%
DI
3371
DAGCO Inc
Ohio
$117K +$106 +2 +0.1%
QL
3372
Quarry LP
New York
$116K +$112K +2,112 New
CB
3373
CNB Bank
Pennsylvania
$116K -$1.43K -27 -1%
BDL
3374
Banque de Luxembourg
Luxembourg
$116K +$111K +2,105 New
RP
3375
Rowlandmiller & Partners
Georgia
$115K +$111K +2,092 New
133 134
135
136 137