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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
2601
Horizon Bancorp
Indiana
$5K – – –
PS
2602
PayPay Securities
Japan
$4.96K -$325 -11 -6%
SC
2603
Steph & Co
Wisconsin
$4.63K – – –
ACM
2604
Antonetti Capital Management
Florida
$4.41K -$38.5K -1,300 -89%
IA
2605
IFS Advisors
Kansas
$4.04K – – –
BFP
2606
Briaud Financial Planning
Texas
$4K +$5.12K +173 New
CMA
2607
Cedar Mountain Advisors
Oregon
$3.75K – – –
AWA
2608
Authentikos Wealth Advisory
California
$3.75K +$4.05K +137 New
HF
2609
Halpern Financial
Virginia
$3.09K +$3.34K +113 New
SSG
2610
Summit Securities Group
New York
$3K -$552K -18,660 -99%
CWM
2611
Cedar Wealth Management
California
$2.88K -$1.48K -50 -32%
DCBT
2612
Dakota Community Bank & Trust
North Dakota
$2.88K – – –
PP
2613
PFS Partners
New Jersey
$2.78K -$14K -474 -82%
PPWM
2614
PFG Private Wealth Management
Florida
$2.67K – – –
IHWM
2615
Iron Horse Wealth Management
Iowa
$2.67K +$1.42K +48 +96%
LG
2616
LAM Group
Oregon
$2.35K – – –
VF
2617
VitalStone Financial
Texas
$2K -$20.9K -705 -90%
UFF
2618
USA Financial Formulas
Michigan
$1.83K – – –
RF
2619
Robinswood Financial
Washington
$958 – – –
APW
2620
Atlantic Private Wealth
North Carolina
$274 -$21.9K -740 -99%
SPWM
2621
Spartan Planning & Wealth Management
North Carolina
$192 +$207 +7 New
CS
2622
Clear Street
New York
– -$161M -5,600,000 Closed
OCAM
2623
Owl Creek Asset Management
New York
– -$55.6M -1,937,820 Closed
ZIG
2624
Zurich Insurance Group
Switzerland
– -$44.4M -1,546,039 Closed
SBCM
2625
Schwerin Boyle Capital Management
Massachusetts
– -$39M -1,358,021 Closed
103 104
105
106 107