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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2701
Blue Bell Private Wealth Management
Pennsylvania
$169K +$2.68K +78 +2%
VAMG
2702
Voisard Asset Management Group
Michigan
$167K -$40K -1,164 -21%
RG
2703
Retirement Group
California
$166K +$1.82K +53 +1%
MSE
2704
MUFG Securities EMEA
United Kingdom
$165K -$50K -1,457 -25%
GGI
2705
Godsey & Gibb Inc
Virginia
$164K -$20.6K -600 -12%
NF
2706
Norwood Financial
Pennsylvania
$162K -$1.72K -50 -1%
ACA
2707
Atlas Capital Advisors
Wyoming
$161K +$41.2K +1,200 +39%
FWM
2708
FSA Wealth Management
Massachusetts
$159K +$172 +5 +0.1%
PMFA
2709
Plante Moran Financial Advisors
Michigan
$158K -$61.4K -1,790 -30%
ITIM
2710
Indiana Trust & Investment Management
Indiana
$155K +$44.5K +1,297 +46%
HC
2711
Hoese & Co
Minnesota
$155K -$52.5K -1,530 -25%
GKIM
2712
GW&K Investment Management
Massachusetts
$149K +$33.5K +977 +33%
WOC
2713
West Oak Capital
California
$144K – – –
IPW
2714
Impact Partnership Wealth
Georgia
$137K +$72.7K +2,118 +141%
RA
2715
Rational Advisors
New York
$136K +$123K +3,597 New
TCA
2716
Trifecta Capital Advisors
Illinois
$133K +$68.7K +2,000 +133%
RWM
2717
Ruedi Wealth Management
Illinois
$132K +$13.4K +391 +13%
LF
2718
LifeSteps Financial
California
$131K +$119K +3,466 New
MLA
2719
MB, Levis & Associates
Pennsylvania
$131K +$721 +21 +0.6%
GPFA
2720
Game Plan Financial Advisors
Ohio
$129K +$137 +4 +0.1%
HFM
2721
Harvest Fund Management
China
$129K -$81K -2,360 -41%
SOW
2722
State of Wyoming
Wyoming
$128K +$116K +3,387 New
MIM
2723
Manitou Investment Management
Ontario, Canada
$128K – – –
HGERS
2724
Householder Group Estate & Retirement Specialist
Arizona
$127K +$6.63K +193 +6%
BWL
2725
Bogart Wealth LLC
Virginia
$127K +$6.04K +176 +6%
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109
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