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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2551
Valley Wealth Managers
New Jersey
$42.9K – – –
RG
2552
Richelieu Gestion
France
$42K +$19.8K +600 +68%
ACM
2553
Antonetti Capital Management
Florida
$41.8K +$32.4K +982 +205%
OC
2554
Oakmont Corp
California
$41.6K – – –
HFM
2555
Harvest Fund Management
China
$41K -$126K -3,819 -73%
FRA
2556
Front Row Advisors
California
$39K -$8.22K -249 -16%
RFG
2557
RFP Financial Group
Georgia
$38.1K -$235K -7,120 -84%
QL
2558
Quarry LP
New York
$37K -$1.12K -34 -3%
RWM
2559
Raffa Wealth Management
District of Columbia
$36.8K +$2.48K +75 +6%
SC
2560
Schubert & Co
Texas
$36.6K -$6.11K -185 -13%
SHIM
2561
Stone House Investment Management
Pennsylvania
$36.4K +$42K +1,272 New
HWP
2562
Highline Wealth Partners
California
$36.4K +$36K +1,091 +603%
TLCM
2563
Twin Lakes Capital Management
California
$36.2K +$264 +8 +0.6%
GFWA
2564
Grey Fox Wealth Advisors
Delaware
$36.1K +$6.6K +200 +19%
RBC
2565
Roble Belko & Company
Pennsylvania
$36K -$1.22K -37 -3%
HS
2566
Horan Securities
United States
$36K -$6.37K -193 -13%
RA
2567
Rational Advisors
New York
$34.7K -$413K -12,518 -91%
VLKIM
2568
Van Lanschot Kempen Investment Management
Netherlands
$34.4K – – –
SIS
2569
Strategic Investment Solutions
Illinois
$34.3K +$39.6K +1,200 New
LOIP
2570
Live Oak Investment Partners
Texas
$34.2K – – –
PO
2571
Private Ocean
California
$33.8K – – –
NC
2572
NewSquare Capital
Pennsylvania
$33.1K +$6.77K +205 +22%
TIM
2573
Tortoise Investment Management
New York
$32.4K – – –
TCWA
2574
Ten Capital Wealth Advisors
Washington
$32.1K +$2.38K +72 +7%
AIP
2575
Ahrens Investment Partners
Louisiana
$30.7K +$35.4K +1,072 New
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103
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