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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
926
Ashton Thomas Private Wealth
Arizona
$3.99M +$688K +15,259 +19%
GSEP
927
Golden State Equity Partners
California
$3.98M +$121K +2,679 +3%
CT
928
Caldwell Trust
Florida
$3.97M +$151K +3,339 +4%
PAS
929
Park Avenue Securities
New York
$3.97M +$908K +20,114 +26%
MA
930
MUFG Americas
New York
$3.96M -$161K -3,564 -4%
AT
931
Arden Trust
Delaware
$3.96M -$21.2K -469 -0.5%
CGL
932
Clarius Group LLC
Washington
$3.95M – – –
RDWM
933
Red Door Wealth Management
Tennessee
$3.94M +$247K +5,484 +6%
TC
934
TwinBeech Capital
New York
$3.93M +$4.31M +95,428 New
PL
935
Plancorp LLC
Missouri
$3.93M -$29.4K -652 -0.7%
PAM
936
Pegasus Asset Management
New York
$3.93M -$24.5K -544 -0.6%
IFWM
937
Institute for Wealth Management
Colorado
$3.93M +$51.4K +1,139 +1%
TI
938
Tidal Investments
Wisconsin
$3.92M +$361K +8,000 +9%
GW
939
GW & Wade
Massachusetts
$3.9M +$53.6K +1,188 +1%
FAP
940
Financial Advisory Partners
Florida
$3.89M +$44.2K +980 +1%
CBOR
941
Community Bank of Raymore
Missouri
$3.87M +$402K +8,900 +10%
CCP
942
Corient Capital Partners
California
$3.86M +$306K +6,779 +8%
WAAG
943
Wealth Alliance Advisory Group
Kansas
$3.85M -$756K -16,746 -15%
TNA
944
True North Advisors
Texas
$3.85M +$48.4K +1,072 +1%
SIMM
945
Stillwater Investment Management (Minnesota)
Minnesota
$3.85M +$55.8K +1,237 +1%
ECM
946
Elgethun Capital Management
South Dakota
$3.83M +$136K +3,019 +3%
CWC
947
Carolinas Wealth Consulting
North Carolina
$3.82M +$2.16M +47,795 +106%
PAMG
948
Patton Albertson Miller Group
Tennessee
$3.81M +$127K +2,825 +3%
GG
949
Gleason Group
Kentucky
$3.8M -$82.5K -1,829 -2%
CWM
950
Centric Wealth Management
Illinois
$3.8M +$3.62M +80,325 +682%
36 37
38
39 40