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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2801
Carolina Wealth Advisors
South Carolina
$52.6K -$1.54K -45 -3%
BC
2802
Broadwater Capital
Massachusetts
$50.5K – – –
LFASL
2803
Lugano Financial Advisors SA (LFA)
Switzerland
$50.4K +$35.4K +1,032 +349%
FRA
2804
Frank Rimerman Advisors
California
$49.1K – – –
TLCM
2805
Twin Lakes Capital Management
California
$48.6K +$275 +8 +0.6%
CPA
2806
Clear Point Advisors
New York
$46.8K +$34 +1 +0.1%
TC
2807
Truvestments Capital
Florida
$46K -$31.6K -922 -43%
PCMC
2808
Planning Capital Management Corporation
Pennsylvania
$45.7K -$25K -728 -38%
FCT
2809
First Community Trust
Iowa
$45.5K – – –
GAA
2810
Global Assets Advisory
Florida
$44.3K +$40.6K +1,182 New
RBC
2811
Roble Belko & Company
Pennsylvania
$44K -$3.64K -106 -8%
AP
2812
Aspect Partners
Virginia
$43.5K +$412 +12 +1%
MFA
2813
McClarren Financial Advisors
Pennsylvania
$40K +$35.9K +1,046 New
GTAM
2814
Global Trust Asset Management
Florida
$39.3K – – –
DCM
2815
Davis Capital Management
Florida
$38.1K +$8.14K +237 +30%
PCC
2816
Park Circle Company
Maryland
$37.9K – – –
CWAF
2817
Core Wealth Advisors (Florida)
Florida
$37.7K +$34 +1 +0.1%
RTL
2818
Red Tortoise LLC
Georgia
$36.6K +$34 +1 +0.1%
CCA
2819
Criterion Capital Advisors
Tennessee
$36.3K – – –
PO
2820
Private Ocean
California
$36.3K -$11.2K -325 -25%
FRA
2821
Front Row Advisors
California
$35.6K +$2.95K +86 +10%
W
2822
WealthCollab
Washington
$35.5K -$2.02K -59 -6%
MWM
2823
Mascoma Wealth Management
New Hampshire
$35.2K – – –
FGA
2824
Fortis Group Advisors
New Jersey
$34.7K -$31.4K -914 -50%
CT
2825
Clearstead Trust
Maine
$33.7K +$28.6K +834 +1,489%
111 112
113
114 115