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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2501
Financial Connections Group
California
$89K -$16.6K -503 -14%
CAM
2502
Chesapeake Asset Management
New York
$88.7K +$102K +3,103 New
ACA
2503
Atlas Capital Advisors
Wyoming
$87.9K – – –
DWA
2504
Dougherty Wealth Advisers
Minnesota
$87.4K – – –
CA
2505
Claar Advisors
New York
$85.8K +$99K +3,000 New
RWM
2506
Ruedi Wealth Management
Illinois
$85.1K – – –
GIS
2507
Grayhawk Investment Strategies
Alberta, Canada
$85K – – –
MWC
2508
MBM Wealth Consultants
Missouri
$84K – – –
BAM
2509
Baldrige Asset Management
Pennsylvania
$82K – – –
CAM
2510
Costello Asset Management
Pennsylvania
$81.2K – – –
RDIA
2511
RE Dickinson Investment Advisors
Iowa
$81K – – –
TCM
2512
Tradewinds Capital Management
Washington
$80K +$3.2K +97 +4%
AW
2513
Avion Wealth
Texas
$79K +$3.5K +106 +5%
AT
2514
Avalon Trust
New Mexico
$78.6K +$90.7K +2,748 New
GA
2515
GoalVest Advisory
New York
$77.3K +$40.6K +1,229 +83%
APW
2516
Acima Private Wealth
Virginia
$77.1K – – –
RDFA
2517
Ritter Daniher Financial Advisory
Ohio
$77K +$12.4K +375 +16%
HFS
2518
HBC Financial Services
Washington
$75K – – –
CWM
2519
Compass Wealth Management
Connecticut
$73.5K – – –
PAI
2520
Pittenger & Anderson Inc
Nebraska
$73.2K +$14.5K +440 +21%
UCB
2521
United Community Bank
South Carolina
$71.7K – – –
CWM
2522
CarsonAllaria Wealth Management
Illinois
$68.6K +$99 +3 +0.1%
WWM
2523
Wolff Wiese Magana
California
$67.4K +$3.96K +120 +5%
WSC
2524
Wellington Shields & Co
New York
$65.7K – – –
ST
2525
Sageworth Trust
Pennsylvania
$62.3K +$40.4K +1,223 +128%
99 100
101
102 103