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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
2726
Point72 Hong Kong
Hong Kong
$182K +$175K +4,571 New
HC
2727
Hoese & Co
Minnesota
$180K – – –
WPWM
2728
Western Pacific Wealth Management
Illinois
$180K +$38 +1 +0%
BBPWM
2729
Blue Bell Private Wealth Management
Pennsylvania
$178K – – –
RI
2730
Ridgewood Investments
New Jersey
$176K +$169K +4,419 New
GWSG
2731
GPS Wealth Strategies Group
Colorado
$170K -$10.7K -279 -6%
GEA
2732
Glen Eagle Advisors
New Jersey
$169K -$95.4K -2,489 -37%
RS
2733
Rakuten Securities
Japan
$163K -$99.3K -2,592 -39%
NFSG
2734
Newbridge Financial Services Group
Florida
$161K -$102K -2,673 -40%
PCWA
2735
Pacific Capital Wealth Advisors
California
$161K +$33.7K +880 +28%
WIA
2736
Wetzel Investment Advisors
Indiana
$159K -$56.7K -1,480 -26%
NRG
2737
Nemes Rush Group
Michigan
$152K -$35.7K -932 -20%
WOC
2738
West Oak Capital
California
$151K – – –
GPFA
2739
Game Plan Financial Advisors
Ohio
$148K +$11.8K +309 +9%
IGWM
2740
ICA Group Wealth Management
Colorado
$146K -$841K -21,956 -86%
RWM
2741
Ruedi Wealth Management
Illinois
$146K +$7.78K +203 +6%
CM
2742
Capula Management
Cayman Islands
$143K -$78.3K -2,043 -36%
AW
2743
Avion Wealth
Texas
$143K +$37.9K +989 +38%
GCS
2744
Gordian Capital (Singapore)
Singapore
$139K -$57.5K -1,500 -30%
MLA
2745
MB, Levis & Associates
Pennsylvania
$139K +$1.3K +34 +1%
CPG
2746
Cornerstone Planning Group
New Jersey
$138K +$114K +2,964 +368%
CB
2747
Chris Bulman
California
$138K +$133K +3,472 New
BEI
2748
Benjamin Edwards Inc
Missouri
$138K -$544K -14,206 -80%
BL
2749
BFSG LLC
California
$137K +$60.7K +1,585 +85%
S
2750
Sachetta
Massachusetts
$137K +$12.8K +334 +11%
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110
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