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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2551
Atlas Capital Advisors
Wyoming
$102K -$20.7K -600 -16%
DWA
2552
Dougherty Wealth Advisers
Minnesota
$101K – – –
MWC
2553
MBM Wealth Consultants
Missouri
$101K -$43.4K -1,260 -30%
CBT
2554
Central Bank & Trust
Kentucky
$100K +$7.16K +208 +7%
M
2555
MOTCO
Texas
$99.2K -$6.65K -193 -6%
RWM
2556
Ruedi Wealth Management
Illinois
$98.6K +$103K +2,976 New
BWL
2557
Bogart Wealth LLC
Virginia
$97.3K -$3.82K -111 -4%
BAM
2558
Baldrige Asset Management
Pennsylvania
$95K +$11K +319 +13%
CAM
2559
Costello Asset Management
Pennsylvania
$94K +$689 +20 +0.7%
HGERS
2560
Householder Group Estate & Retirement Specialist
Arizona
$94K +$8.78K +255 +10%
RDIA
2561
RE Dickinson Investment Advisors
Iowa
$94K +$59.4K +1,725 +154%
PWS
2562
Paragon Wealth Strategies
Florida
$93.4K +$448 +13 +0.5%
EI
2563
Ellevest Inc
New York
$90.5K -$213K -6,195 -69%
TCM
2564
Tradewinds Capital Management
Washington
$89.5K +$4.44K +129 +5%
APW
2565
Acima Private Wealth
Virginia
$89.3K – – –
NF
2566
Norwood Financial
Pennsylvania
$87.6K -$861 -25 -0.9%
CWM
2567
Compass Wealth Management
Connecticut
$85.1K +$88.5K +2,570 New
HFS
2568
HBC Financial Services
Washington
$85K -$68.9K -2,000 -44%
SFA
2569
Semmax Financial Advisors
North Carolina
$85K +$13.5K +392 +19%
JWM
2570
Janiczek Wealth Management
Colorado
$84K +$9.51K +276 +13%
UCB
2571
United Community Bank
South Carolina
$83K +$1.03K +30 +1%
MWM
2572
MinichMacGregor Wealth Management
New York
$82.6K +$85.9K +2,493 New
WPWM
2573
Western Pacific Wealth Management
Illinois
$82.2K +$33.2K +964 +64%
CWM
2574
CarsonAllaria Wealth Management
Illinois
$79K +$69 +2 +0.1%
HIM
2575
Hillsdale Investment Management
Ontario, Canada
$79K -$19.3K -560 -19%
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