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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
2751
Global Trust Asset Management
Florida
$34.9K – – –
FDCP
2752
Foster Dykema Cabot & Partners
Massachusetts
$34.6K +$29.9K +1,028 New
LFA
2753
Level Financial Advisors
New York
$33.8K – – –
GCS
2754
Gordian Capital (Singapore)
Singapore
$33.7K -$412K -14,160 -93%
PCC
2755
Park Circle Company
Maryland
$33.7K – – –
RCM
2756
Richardson Capital Management
Wisconsin
$33.7K +$29.1K +1,000 New
W
2757
WealthCollab
Washington
$33.5K +$29K +996 New
CWAF
2758
Core Wealth Advisors (Florida)
Florida
$33.4K – – –
RTL
2759
Red Tortoise LLC
Georgia
$32.5K +$12.7K +436 +83%
CCA
2760
Criterion Capital Advisors
Tennessee
$32.3K +$27.9K +958 New
MWM
2761
Mascoma Wealth Management
New Hampshire
$31.3K -$3.79K -130 -12%
EWP
2762
Elevation Wealth Partners
California
$31.2K +$21.8K +750 +192%
CPG
2763
Cornerstone Planning Group
New Jersey
$28.8K -$2.21K -76 -8%
FRA
2764
Front Row Advisors
California
$28.5K -$2.33K -80 -9%
LFA
2765
Livelsberger Financial Advisory
Ohio
$28.3K +$24.5K +841 New
MDCM
2766
Morgan Dempsey Capital Management
Wisconsin
$26.9K – – –
DCM
2767
Davis Capital Management
Florida
$26.2K +$22.7K +779 New
TLA
2768
Tanglewood Legacy Advisors
Texas
$26.1K – – –
FIA
2769
FNY Investment Advisers
New York
$26K -$2.33K -80 -9%
GFL
2770
Granite FO LLC
New Hampshire
$26K – – –
QL
2771
Quarry LP
New York
$24.7K +$21.4K +735 New
CCC
2772
Chelsea Counsel Company
California
$23.6K -$33.6K -1,154 -62%
CSWM
2773
Cassady Schiller Wealth Management
Ohio
$23.6K – – –
FFL
2774
Financial Freedom LLC
Ohio
$22.6K +$116 +4 +0.6%
TCM
2775
TD Capital Management
Tennessee
$22.2K +$116 +4 +0.6%
109 110
111
112 113