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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2551
New England Capital Financial Advisors
Connecticut
$107K +$109K +3,151 New
ACA
2552
Atlas Capital Advisors
Wyoming
$102K -$20.7K -600 -16%
DWA
2553
Dougherty Wealth Advisers
Minnesota
$101K – – –
MWC
2554
MBM Wealth Consultants
Missouri
$101K -$43.4K -1,260 -30%
CBT
2555
Central Bank & Trust
Kentucky
$100K +$7.16K +208 +7%
M
2556
MOTCO
Texas
$99.2K -$6.65K -193 -6%
RWM
2557
Ruedi Wealth Management
Illinois
$98.6K +$103K +2,976 New
BWL
2558
Bogart Wealth LLC
Virginia
$97.3K -$3.82K -111 -4%
BAM
2559
Baldrige Asset Management
Pennsylvania
$95K +$11K +319 +13%
CAM
2560
Costello Asset Management
Pennsylvania
$94K +$689 +20 +0.7%
HGERS
2561
Householder Group Estate & Retirement Specialist
Arizona
$94K +$8.78K +255 +10%
RDIA
2562
RE Dickinson Investment Advisors
Iowa
$94K +$59.4K +1,725 +154%
PWS
2563
Paragon Wealth Strategies
Florida
$93.4K +$448 +13 +0.5%
EI
2564
Ellevest Inc
New York
$90.5K -$213K -6,195 -69%
TCM
2565
Tradewinds Capital Management
Washington
$89.5K +$4.44K +129 +5%
APW
2566
Acima Private Wealth
Virginia
$89.3K – – –
NF
2567
Norwood Financial
Pennsylvania
$87.6K -$861 -25 -0.9%
CWM
2568
Compass Wealth Management
Connecticut
$85.1K +$88.5K +2,570 New
HFS
2569
HBC Financial Services
Washington
$85K -$68.9K -2,000 -44%
SFA
2570
Semmax Financial Advisors
North Carolina
$85K +$13.5K +392 +19%
JWM
2571
Janiczek Wealth Management
Colorado
$84K +$9.51K +276 +13%
UCB
2572
United Community Bank
South Carolina
$83K +$1.03K +30 +1%
MWM
2573
MinichMacGregor Wealth Management
New York
$82.6K +$85.9K +2,493 New
WPWM
2574
Western Pacific Wealth Management
Illinois
$82.2K +$33.2K +964 +64%
CWM
2575
CarsonAllaria Wealth Management
Illinois
$79K +$69 +2 +0.1%
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