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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2601
Cassady Schiller Wealth Management
Ohio
$20K – – –
CCC
2602
Chelsea Counsel Company
California
$20K – – –
HCM
2603
Horrell Capital Management
Arkansas
$20K – – –
PP
2604
PrairieView Partners
Minnesota
$20K – – –
TCM
2605
TD Capital Management
Tennessee
$19.5K +$16.7K +506 +289%
FFL
2606
Financial Freedom LLC
Ohio
$18.8K -$792 -24 -4%
FSWA
2607
Financial Synergies Wealth Advisors
Texas
$18.8K +$19.6K +593 +912%
BSWA
2608
Bromfield Sneider Wealth Advisors
Massachusetts
$17.9K – – –
PCTC
2609
Perkins Coie Trust Company
Washington
$17.8K – – –
EI
2610
Ellevest Inc
New York
$16.5K -$71.2K -2,157 -79%
CL
2611
CSS LLC
Illinois
$15.7K -$743K -22,500 -98%
NA
2612
Nordwand Advisors
Pennsylvania
$15.6K +$18K +545 New
OLVIG
2613
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K – – –
FIA
2614
FNY Investment Advisers
New York
$14K -$44.9K -1,361 -72%
LWP
2615
Lumature Wealth Partners
Georgia
$13.3K – – –
CTB
2616
Country Trust Bank
Illinois
$12.6K – – –
EA
2617
Evolution Advisers
Virginia
$12K +$759 +23 +6%
PPWM
2618
PFG Private Wealth Management
Florida
$10.2K -$29.5K -894 -71%
BHWM
2619
Beaird Harris Wealth Management
Texas
$10.2K -$28K -848 -70%
GC
2620
Gould Capital
Washington
$10K – – –
PP
2621
PFS Partners
New Jersey
$10K +$11.6K +350 New
SSC
2622
Syverson Strege & Co
Iowa
$9.61K +$4.92K +149 +80%
CB
2623
CNB Bank
Pennsylvania
$8.69K – – –
IWP
2624
IAG Wealth Partners
Wisconsin
$8.58K +$9.9K +300 New
BWS
2625
Buck Wealth Strategies
Colorado
$8.54K +$9.87K +299 New
103 104
105
106 107