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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2626
WealthPlan Investment Management
Nebraska
$6.23K -$449K -15,737 -99%
CTWM
2627
Cherry Tree Wealth Management
Minnesota
$6.2K +$6.16K +216 New
HB
2628
Horizon Bancorp
Indiana
$6K – – –
AWM
2629
Ameliora Wealth Management
Switzerland
$5.94K -$22.8K -800 -79%
FWA
2630
FSC Wealth Advisors
New York
$5.74K – – –
CCMI
2631
Creative Capital Management Investments
California
$5.68K – – –
PS
2632
PayPay Securities
Japan
$5.51K -$656 -23 -11%
MCM
2633
McMillion Capital Management
North Carolina
$5.45K +$5.42K +190 New
SC
2634
Steph & Co
Wisconsin
$4.85K – – –
HWM
2635
HighMark Wealth Management
Minnesota
$4.82K +$1.03K +36 +27%
CWM
2636
Cedar Wealth Management
California
$4.45K – – –
IA
2637
IFS Advisors
Kansas
$4.23K – – –
CMA
2638
Cedar Mountain Advisors
Oregon
$3.93K – – –
2L
2639
25 LLC
Missouri
$3.23K +$514 +18 +20%
DCBT
2640
Dakota Community Bank & Trust
North Dakota
$3.01K +$3K +105 New
NBT
2641
Northwest Bank & Trust
Iowa
$2.87K +$2.85K +100 New
PPWM
2642
PFG Private Wealth Management
Florida
$2.8K -$7.42K -260 -73%
GWMI
2643
Guardian Wealth Management (Illinois)
Illinois
$2.73K – – –
LG
2644
LAM Group
Oregon
$2.47K – – –
CWA
2645
Carolina Wealth Advisors
South Carolina
$2.01K +$713 +25 +56%
UFF
2646
USA Financial Formulas
Michigan
$1.92K – – –
IHWM
2647
Iron Horse Wealth Management
Iowa
$1.45K – – –
PFG
2648
Piershale Financial Group
Illinois
$1.42K – – –
RF
2649
Robinswood Financial
Washington
$1K +$999 +35 New
JMPWA
2650
JP Morgan Private Wealth Advisors
California
– -$216M -7,535,096 Closed
104 105
106
107 108