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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Cedar Wealth Management
California
$12K +$4.56K +100 +61%
LD
2752
Lipe & Dalton
New York
$12K +$12.7K +278 New
AA
2753
AlphaMark Advisors
Kentucky
$10K – – –
DWMG
2754
DB Wealth Management Group
California
$10K – – –
CFRPA
2755
Castle Financial & Retirement Planning Associates
New Jersey
$10K +$9.66K +212 New
MBFW
2756
Morton Brown Family Wealth
Pennsylvania
$10K +$10K +220 New
SMG
2757
Spectrum Management Group
Indiana
$9K -$63.5K -1,393 -87%
CP
2758
Corbenic Partners
Pennsylvania
$9K – – –
TLFA
2759
True Link Financial Advisors
California
$9K – – –
KC
2760
Kenfarb & Co
Kentucky
$9K +$8.84K +194 New
FWA
2761
FSC Wealth Advisors
New York
$9K +$9.11K +200 New
PWC
2762
PYA Waltman Capital
Tennessee
$9K +$9.11K +200 New
SSC
2763
Syverson Strege & Co
Iowa
$8K -$16.9K -371 -66%
SC
2764
Steph & Co
Wisconsin
$8K – – –
HWM
2765
HighMark Wealth Management
Minnesota
$7K -$10.8K -238 -61%
CMA
2766
Cedar Mountain Advisors
Oregon
$6K – – –
RIA
2767
Richwood Investment Advisors
Ohio
$6K +$6.06K +133 New
IA
2768
IFS Advisors
Kansas
$6K +$6.61K +145 New
RCM
2769
Ravenstone Capital Management
$5.12K +$5.24K +115 New
CF
2770
Concorde Financial
Texas
$5K +$4.6K +101 New
SCA
2771
Sandy Cove Advisors
Massachusetts
$5K +$5.01K +110 New
EA
2772
Evolution Advisers
Virginia
$5K +$5.29K +116 New
HH
2773
HWG Holdings
Texas
$4K +$3.78K +83 New
GWMI
2774
Guardian Wealth Management (Illinois)
Illinois
$4K +$4.33K +95 New
GIA
2775
Goodwin Investment Advisory
Georgia
$4K +$4.56K +100 New
109 110
111
112 113