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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2576
Red Tortoise LLC
Georgia
$29.1K – – –
FDCC
2577
Foster Dykema Cabot & Co
Massachusetts
$29K +$33K +1,000 New
AWM
2578
Ameliora Wealth Management
Switzerland
$28.8K -$75.7K -2,293 -69%
MWM
2579
Mascoma Wealth Management
New Hampshire
$28.8K -$2.48K -75 -7%
LFA
2580
Level Financial Advisors
New York
$28.7K -$825 -25 -2%
MSFP
2581
Mark Sheptoff Financial Planning
Connecticut
$28.6K -$9.9K -300 -23%
PCC
2582
Park Circle Company
Maryland
$28.6K – – –
CWAF
2583
Core Wealth Advisors (Florida)
Florida
$28.4K – – –
CP
2584
Castleview Partners
Texas
$28.1K +$32.5K +984 New
TC
2585
Truvestments Capital
Florida
$25.7K -$2.41K -73 -8%
KIG
2586
Kessler Investment Group
Indiana
$25.7K -$13.2K -400 -31%
DWA
2587
Delos Wealth Advisors
Texas
$25.3K -$14K -424 -32%
NIC
2588
Northwest Investment Counselors
Oregon
$24.9K -$137K -4,155 -83%
LWA
2589
Lowe Wealth Advisors
Maryland
$24.9K – – –
MG
2590
MilWealth Group
Wisconsin
$24.6K – – –
IFAM
2591
Institutional & Family Asset Management
Colorado
$24.1K +$1.39K +42 +5%
MFA
2592
McClarren Financial Advisors
Pennsylvania
$23K +$198 +6 +0.7%
MDCM
2593
Morgan Dempsey Capital Management
Wisconsin
$22.9K – – –
GFL
2594
Granite FO LLC
New Hampshire
$22.6K – – –
TLA
2595
Tanglewood Legacy Advisors
Texas
$22.2K – – –
CPA
2596
Cowen Prime Advisors
New York
$22K – – –
LFA
2597
Legend Financial Advisors
Pennsylvania
$21.6K – – –
DCM
2598
Disciplina Capital Management
Tennessee
$21.1K -$2.51K -76 -9%
BA
2599
Bellwether Advisors
Nebraska
$20.6K – – –
GTAM
2600
Global Trust Asset Management
Florida
$20.3K +$19.8K +600 +541%
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104
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