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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2726
Leonteq Securities AG
Switzerland
$51K -$7.14M -245,150 -99%
TCA
2727
Trifecta Capital Advisors
Illinois
$50.8K -$28.5K -980 -39%
VWM
2728
Valley Wealth Managers
New Jersey
$50.5K – – –
IPW
2729
Impact Partnership Wealth
Georgia
$50.5K -$21.7K -745 -33%
KFP
2730
Keener Financial Planning
Texas
$49K +$42.3K +1,454 New
OC
2731
Oakmont Corp
California
$49K – – –
B
2732
Birchbrook
Maine
$48.3K +$41.8K +1,436 New
CWA
2733
Carolina Wealth Advisors
South Carolina
$48.2K -$29.1K -1,000 -41%
CP
2734
Castleview Partners
Texas
$47.2K +$6.35K +218 +18%
RFS
2735
Richardson Financial Services
Massachusetts
$46.5K +$40.2K +1,382 New
AWM
2736
Able Wealth Management
New Jersey
$46K +$39.7K +1,365 New
KWAG
2737
Kiely Wealth Advisory Group
North Carolina
$45.3K +$39.3K +1,351 New
BC
2738
Broadwater Capital
Massachusetts
$44.8K +$38.8K +1,332 New
FRA
2739
Frank Rimerman Advisors
California
$43.6K +$37.7K +1,295 New
RWM
2740
Raffa Wealth Management
District of Columbia
$43.3K – – –
PO
2741
Private Ocean
California
$43.1K +$9.46K +325 +34%
TLCM
2742
Twin Lakes Capital Management
California
$42.9K – – –
BIA
2743
Bell Investment Advisors
California
$42.6K -$3.81K -131 -9%
RBC
2744
Roble Belko & Company
Pennsylvania
$42K – – –
CPA
2745
Clear Point Advisors
New York
$41.5K +$35.9K +1,233 New
LOIP
2746
Live Oak Investment Partners
Texas
$41.2K – – –
FCT
2747
First Community Trust
Iowa
$40.4K -$20.4K -700 -37%
AP
2748
Aspect Partners
Virginia
$38.2K +$33K +1,134 New
MSFP
2749
Mark Sheptoff Financial Planning
Connecticut
$35.8K +$25.1K +862 +431%
VLKIM
2750
Van Lanschot Kempen Investment Management
Netherlands
$35.3K -$4.51K -155 -13%
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110
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