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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
2751
Foster Dykema Cabot & Partners
Massachusetts
$34.6K +$29.9K +1,028 New
LFA
2752
Level Financial Advisors
New York
$33.8K – – –
GCS
2753
Gordian Capital (Singapore)
Singapore
$33.7K -$412K -14,160 -93%
PCC
2754
Park Circle Company
Maryland
$33.7K – – –
RCM
2755
Richardson Capital Management
Wisconsin
$33.7K +$29.1K +1,000 New
W
2756
WealthCollab
Washington
$33.5K +$29K +996 New
CWAF
2757
Core Wealth Advisors (Florida)
Florida
$33.4K – – –
RTL
2758
Red Tortoise LLC
Georgia
$32.5K +$12.7K +436 +83%
CCA
2759
Criterion Capital Advisors
Tennessee
$32.3K +$27.9K +958 New
MWM
2760
Mascoma Wealth Management
New Hampshire
$31.3K -$3.79K -130 -12%
EWP
2761
Elevation Wealth Partners
California
$31.2K +$21.8K +750 +192%
CPG
2762
Cornerstone Planning Group
New Jersey
$28.8K -$2.21K -76 -8%
FRA
2763
Front Row Advisors
California
$28.5K -$2.33K -80 -9%
LFA
2764
Livelsberger Financial Advisory
Ohio
$28.3K +$24.5K +841 New
MDCM
2765
Morgan Dempsey Capital Management
Wisconsin
$26.9K – – –
DCM
2766
Davis Capital Management
Florida
$26.2K +$22.7K +779 New
TLA
2767
Tanglewood Legacy Advisors
Texas
$26.1K – – –
FIA
2768
FNY Investment Advisers
New York
$26K -$2.33K -80 -9%
GFL
2769
Granite FO LLC
New Hampshire
$26K – – –
QL
2770
Quarry LP
New York
$24.7K +$21.4K +735 New
CCC
2771
Chelsea Counsel Company
California
$23.6K -$33.6K -1,154 -62%
CSWM
2772
Cassady Schiller Wealth Management
Ohio
$23.6K – – –
FFL
2773
Financial Freedom LLC
Ohio
$22.6K +$116 +4 +0.6%
TCM
2774
TD Capital Management
Tennessee
$22.2K +$116 +4 +0.6%
MFG
2775
Mendota Financial Group
Wisconsin
$21.7K – – –
109 110
111
112 113