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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2526
Stephens Consulting
Michigan
$54.1K -$3.34K -117 -6%
DAC
2527
Dividend Assets Capital
South Carolina
$54K – – –
TCA
2528
Trifecta Capital Advisors
Illinois
$53.3K +$3K +105 +6%
CCC
2529
Chelsea Counsel Company
California
$53.2K +$32.9K +1,154 +165%
BHWM
2530
Bay Harbor Wealth Management
Maryland
$53.1K -$7.25K -254 -12%
CWM
2531
Compass Wealth Management
Connecticut
$52.5K -$21.1K -740 -29%
MFT
2532
Moisand Fitzgerald Tamayo
Florida
$52K +$57 +2 +0.1%
SA
2533
SRH Advisors
Kansas
$51.9K – – –
NCM
2534
Northwest Capital Management
Oregon
$51.6K +$51.4K +1,800 New
FPF
2535
First Pacific Financial
Washington
$50.9K +$50.6K +1,774 New
CCP
2536
Carmel Capital Partners
California
$50.2K -$54.2K -1,900 -52%
JWM
2537
Janiczek Wealth Management
Colorado
$49.9K +$1.37K +48 +3%
SFCL
2538
Strengthening Families & Communities LLC
Massachusetts
$49K +$49.2K +1,723 New
CBT
2539
Central Bank & Trust
Kentucky
$48.3K -$12.4K -436 -21%
FA
2540
Fiduciary Alliance
South Carolina
$45.6K -$7.91M -277,326 -99%
VWM
2541
Valley Wealth Managers
New Jersey
$43K – – –
FMTCOCP
2542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K -$57 -2 -0.1%
RG
2543
Richelieu Gestion
France
$42K – – –
SF
2544
Safeguard Financial
Wisconsin
$42K +$42.7K +1,497 New
ACM
2545
Antonetti Capital Management
Florida
$41.9K – – –
OC
2546
Oakmont Corp
California
$41.7K – – –
HFM
2547
Harvest Fund Management
China
$41K – – –
TWP
2548
TFO Wealth Partners
Ohio
$40.7K -$78K -2,732 -66%
CPG
2549
Cornerstone Planning Group
New Jersey
$40.5K +$40.3K +1,413 New
BIA
2550
Bell Investment Advisors
California
$38.7K -$12.7K -445 -25%
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102
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