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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2551
Marshall & Sullivan
Washington
$35K +$40.8K +1,133 New
CWM
2552
Castle Wealth Management
Florida
$35K +$41K +1,140 New
TCWM
2553
Total Clarity Wealth Management
Illinois
$34K +$39.6K +1,100 New
ETC
2554
Exchange Traded Concepts
Oklahoma
$33K -$2.61M -72,507 -99%
CTB
2555
Country Trust Bank
Illinois
$32K – – –
TWP
2556
TFO Wealth Partners
Ohio
$31K -$21.9K -609 -38%
LFA
2557
Level Financial Advisors
New York
$31K – – –
PCC
2558
Park Circle Company
Maryland
$31K – – –
HS
2559
Horan Securities
United States
$31K +$144 +4 +0.4%
LF
2560
Lee Financial
Texas
$31K +$10.6K +294 +42%
MFT
2561
Moisand Fitzgerald Tamayo
Florida
$31K +$23.3K +648 +180%
FDCC
2562
Foster Dykema Cabot & Co
Massachusetts
$31K +$36K +1,000 New
ST
2563
Sageworth Trust
Pennsylvania
$30K – – –
AWM
2564
Activest Wealth Management
Florida
$30K +$864 +24 +3%
BIA
2565
Bell Investment Advisors
California
$30K +$34.6K +962 New
MUMSS
2566
Mitsubishi UFJ Morgan Stanley Securities
Japan
$29K – – –
CWAF
2567
Core Wealth Advisors (Florida)
Florida
$29K +$36 +1 +0.1%
TC
2568
Truvestments Capital
Florida
$29K +$33.2K +922 New
FCMT
2569
Founders Capital Management (Texas)
Texas
$28K -$6.77K -188 -17%
SC
2570
Siena Capital
Ohio
$28K – – –
APW
2571
Axim Planning & Wealth
Ohio
$28K +$32.3K +898 New
LWA
2572
Lowe Wealth Advisors
Maryland
$27K – – –
RG
2573
Richelieu Gestion
France
$27K +$31.7K +880 New
MG
2574
MilWealth Group
Wisconsin
$26.7K – – –
GKIM
2575
GW&K Investment Management
Massachusetts
$25K +$13.4K +373 +84%
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103
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