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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2601
Gould Capital
Washington
$11K – – –
NOI
2602
Newton One Investments
Delaware
$11K – – –
SL
2603
Savior LLC
Massachusetts
$11K – – –
SAM
2604
Strategic Asset Management
Minnesota
$11K +$252 +7 +2%
CAM
2605
ClariVest Asset Management
California
$11K +$13.1K +365 New
ARIS
2606
Advanced Research Investment Solutions
California
$10K -$9.36K -260 -45%
FWA
2607
FSC Wealth Advisors
New York
$10K +$4.72K +131 +66%
CP
2608
Castleview Partners
Texas
$9.62K -$121K -3,348 -97%
CMP
2609
Coston McIsaac & Partners
Maine
$9K +$10.1K +281 New
FIA
2610
FNY Investment Advisers
New York
$9K +$10.8K +300 New
UFF
2611
USA Financial Formulas
Michigan
$8K -$62.6K -1,740 -87%
IWP
2612
IAG Wealth Partners
Wisconsin
$8K -$2.02K -56 -17%
KC
2613
Kenfarb & Co
Kentucky
$8K – – –
FFA
2614
Fairfield Financial Advisors
Massachusetts
$7.09K +$72 +2 +0.9%
CP
2615
Corbenic Partners
Pennsylvania
$7K -$15.1K -419 -66%
AA
2616
AlphaMark Advisors
Kentucky
$7K – – –
SSC
2617
Syverson Strege & Co
Iowa
$6K -$9K -250 -57%
DI
2618
Disciplined Investments
Oklahoma
$6K -$5.4K -150 -44%
CWM
2619
Cedar Wealth Management
California
$6K – – –
PWC
2620
PYA Waltman Capital
Tennessee
$6K – – –
CPFP
2621
Clear Perspectives Financial Planning
Ohio
$6K +$6.45K +179 New
MBFW
2622
Morton Brown Family Wealth
Pennsylvania
$6K +$6.52K +181 New
MCM
2623
McMillion Capital Management
North Carolina
$6K +$6.84K +190 New
SC
2624
Steph & Co
Wisconsin
$5K – – –
HWM
2625
HighMark Wealth Management
Minnesota
$5K +$36 +1 +0.6%
103 104
105
106 107