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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2701
RFP Financial Group
Georgia
$172K -$8.51K -248 -5%
WPWM
2702
Western Pacific Wealth Management
Illinois
$171K +$34 +1 +0%
BBPWM
2703
Blue Bell Private Wealth Management
Pennsylvania
$169K +$2.68K +78 +2%
VAMG
2704
Voisard Asset Management Group
Michigan
$167K -$40K -1,164 -21%
RG
2705
Retirement Group
California
$166K +$1.82K +53 +1%
MSE
2706
MUFG Securities EMEA
United Kingdom
$165K -$50K -1,457 -25%
GGI
2707
Godsey & Gibb Inc
Virginia
$164K -$20.6K -600 -12%
NF
2708
Norwood Financial
Pennsylvania
$162K -$1.72K -50 -1%
ACA
2709
Atlas Capital Advisors
Wyoming
$161K +$41.2K +1,200 +39%
FWM
2710
FSA Wealth Management
Massachusetts
$159K +$172 +5 +0.1%
PMFA
2711
Plante Moran Financial Advisors
Michigan
$158K -$61.4K -1,790 -30%
ITIM
2712
Indiana Trust & Investment Management
Indiana
$155K +$44.5K +1,297 +46%
HC
2713
Hoese & Co
Minnesota
$155K -$52.5K -1,530 -25%
GKIM
2714
GW&K Investment Management
Massachusetts
$149K +$33.5K +977 +33%
WOC
2715
West Oak Capital
California
$144K – – –
IPW
2716
Impact Partnership Wealth
Georgia
$137K +$72.7K +2,118 +141%
RA
2717
Rational Advisors
New York
$136K +$123K +3,597 New
TCA
2718
Trifecta Capital Advisors
Illinois
$133K +$68.7K +2,000 +133%
RWM
2719
Ruedi Wealth Management
Illinois
$132K +$13.4K +391 +13%
LF
2720
LifeSteps Financial
California
$131K +$119K +3,466 New
MLA
2721
MB, Levis & Associates
Pennsylvania
$131K +$721 +21 +0.6%
GPFA
2722
Game Plan Financial Advisors
Ohio
$129K +$137 +4 +0.1%
HFM
2723
Harvest Fund Management
China
$129K -$81K -2,360 -41%
SOW
2724
State of Wyoming
Wyoming
$128K +$116K +3,387 New
MIM
2725
Manitou Investment Management
Ontario, Canada
$128K – – –
107 108
109
110 111