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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
2776
Spotlight Asset Group
Illinois
$75.8K – – –
AWM
2777
Activest Wealth Management
Florida
$71.1K +$64.4K +1,875 New
BL
2778
BFSG LLC
California
$70.6K +$6.87K +200 +12%
FIM
2779
Fernwood Investment Management
Massachusetts
$70.2K +$63.5K +1,851 New
FMTCOCP
2780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K -$10.3K -300 -14%
NCM
2781
Northwest Capital Management
Oregon
$68.3K – – –
WSC
2782
Wellington Shields & Co
New York
$68.2K -$17.2K -500 -22%
SC
2783
Stephens Consulting
Michigan
$67.7K – – –
TFM
2784
TFC Financial Management
Massachusetts
$63.3K -$29.5K -860 -34%
BHWM
2785
Beaird Harris Wealth Management
Texas
$62.8K +$46.3K +1,350 +440%
SRCM
2786
Signature Resources Capital Management
California
$62.4K – – –
CBT
2787
Central Bank & Trust
Kentucky
$62.3K -$1.34K -39 -2%
TCCM
2788
Timber Creek Capital Management
Massachusetts
$60.9K -$790 -23 -1%
EFP
2789
EnRich Financial Partners
Wisconsin
$59.7K +$54.1K +1,575 New
MFT
2790
Moisand Fitzgerald Tamayo
Florida
$57.5K -$3.36K -98 -6%
VWM
2791
Valley Wealth Managers
New Jersey
$56.9K – – –
BIA
2792
Bell Investment Advisors
California
$56.2K +$7.45K +217 +17%
KFP
2793
Keener Financial Planning
Texas
$56K – – –
CWM
2794
Compass Wealth Management
Connecticut
$55.7K -$8.93K -260 -15%
CIAS
2795
CBIZ Investment Advisory Services
Ohio
$55.3K +$50K +1,458 New
OC
2796
Oakmont Corp
California
$55.2K – – –
HFS
2797
HBC Financial Services
Washington
$55K -$34.3K -1,000 -40%
B
2798
Birchbrook
Maine
$54.5K +$34 +1 +0.1%
CP
2799
Castleview Partners
Texas
$53.2K – – –
KWAG
2800
Kiely Wealth Advisory Group
North Carolina
$52.9K +$1.44K +42 +3%
110 111
112
113 114