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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2726
Trifecta Capital Advisors
Illinois
$50.8K -$28.5K -980 -39%
VWM
2727
Valley Wealth Managers
New Jersey
$50.5K – – –
IPW
2728
Impact Partnership Wealth
Georgia
$50.5K -$21.7K -745 -33%
KFP
2729
Keener Financial Planning
Texas
$49K +$42.3K +1,454 New
OC
2730
Oakmont Corp
California
$49K – – –
B
2731
Birchbrook
Maine
$48.3K +$41.8K +1,436 New
CWA
2732
Carolina Wealth Advisors
South Carolina
$48.2K -$29.1K -1,000 -41%
CP
2733
Castleview Partners
Texas
$47.2K +$6.35K +218 +18%
RFS
2734
Richardson Financial Services
Massachusetts
$46.5K +$40.2K +1,382 New
AWM
2735
Able Wealth Management
New Jersey
$46K +$39.7K +1,365 New
KWAG
2736
Kiely Wealth Advisory Group
North Carolina
$45.3K +$39.3K +1,351 New
BC
2737
Broadwater Capital
Massachusetts
$44.8K +$38.8K +1,332 New
FRA
2738
Frank Rimerman Advisors
California
$43.6K +$37.7K +1,295 New
RWM
2739
Raffa Wealth Management
District of Columbia
$43.3K – – –
PO
2740
Private Ocean
California
$43.1K +$9.46K +325 +34%
TLCM
2741
Twin Lakes Capital Management
California
$42.9K – – –
BIA
2742
Bell Investment Advisors
California
$42.6K -$3.81K -131 -9%
RBC
2743
Roble Belko & Company
Pennsylvania
$42K – – –
CPA
2744
Clear Point Advisors
New York
$41.5K +$35.9K +1,233 New
LOIP
2745
Live Oak Investment Partners
Texas
$41.2K – – –
FCT
2746
First Community Trust
Iowa
$40.4K -$20.4K -700 -37%
AP
2747
Aspect Partners
Virginia
$38.2K +$33K +1,134 New
MSFP
2748
Mark Sheptoff Financial Planning
Connecticut
$35.8K +$25.1K +862 +431%
VLKIM
2749
Van Lanschot Kempen Investment Management
Netherlands
$35.3K -$4.51K -155 -13%
GTAM
2750
Global Trust Asset Management
Florida
$34.9K – – –
108 109
110
111 112