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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2576
Ahrens Investment Partners
Louisiana
$30.7K +$35.4K +1,072 New
RTL
2577
Red Tortoise LLC
Georgia
$29.1K – – –
FDCC
2578
Foster Dykema Cabot & Co
Massachusetts
$29K +$33K +1,000 New
AWM
2579
Ameliora Wealth Management
Switzerland
$28.8K -$75.7K -2,293 -69%
MWM
2580
Mascoma Wealth Management
New Hampshire
$28.8K -$2.48K -75 -7%
LFA
2581
Level Financial Advisors
New York
$28.7K -$825 -25 -2%
MSFP
2582
Mark Sheptoff Financial Planning
Connecticut
$28.6K -$9.9K -300 -23%
PCC
2583
Park Circle Company
Maryland
$28.6K – – –
CWAF
2584
Core Wealth Advisors (Florida)
Florida
$28.4K – – –
CP
2585
Castleview Partners
Texas
$28.1K +$32.5K +984 New
TC
2586
Truvestments Capital
Florida
$25.7K -$2.41K -73 -8%
KIG
2587
Kessler Investment Group
Indiana
$25.7K -$13.2K -400 -31%
DWA
2588
Delos Wealth Advisors
Texas
$25.3K -$14K -424 -32%
NIC
2589
Northwest Investment Counselors
Oregon
$24.9K -$137K -4,155 -83%
LWA
2590
Lowe Wealth Advisors
Maryland
$24.9K – – –
MG
2591
MilWealth Group
Wisconsin
$24.6K – – –
IFAM
2592
Institutional & Family Asset Management
Colorado
$24.1K +$1.39K +42 +5%
MFA
2593
McClarren Financial Advisors
Pennsylvania
$23K +$198 +6 +0.7%
MDCM
2594
Morgan Dempsey Capital Management
Wisconsin
$22.9K – – –
GFL
2595
Granite FO LLC
New Hampshire
$22.6K – – –
TLA
2596
Tanglewood Legacy Advisors
Texas
$22.2K – – –
CPA
2597
Cowen Prime Advisors
New York
$22K – – –
LFA
2598
Legend Financial Advisors
Pennsylvania
$21.6K – – –
DCM
2599
Disciplina Capital Management
Tennessee
$21.1K -$2.51K -76 -9%
BA
2600
Bellwether Advisors
Nebraska
$20.6K – – –
102 103
104
105 106