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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2826
Kelly Lawrence W & Associates
California
$6.33K +$5.47K +188 New
HB
2827
Horizon Bancorp
Indiana
$6K -$1.46K -50 -25%
HWP
2828
Highline Wealth Partners
California
$5.8K -$32.3K -1,109 -87%
SC
2829
Steph & Co
Wisconsin
$5.69K – – –
DCBT
2830
Dakota Community Bank & Trust
North Dakota
$5.69K +$1.86K +64 +61%
LB
2831
Legacy Bridge
Iowa
$4.88K -$1.24M -42,435 -100%
CMA
2832
Cedar Mountain Advisors
Oregon
$4.61K – – –
DWA
2833
Delos Wealth Advisors
Texas
$4.57K -$21.8K -750 -85%
EA
2834
Evolution Advisers
Virginia
$4K -$8.06K -277 -69%
CWM
2835
Cedar Wealth Management
California
$3.54K – – –
PS
2836
PayPay Securities
Japan
$3.5K -$2.27K -78 -43%
PP
2837
PFS Partners
New Jersey
$3.45K – – –
SIS
2838
Strategic Investment Solutions
Illinois
$3.37K -$2.54M -87,226 -100%
NBT
2839
Northwest Bank & Trust
Iowa
$3.37K +$2.91K +100 New
PPWM
2840
PFG Private Wealth Management
Florida
$3.29K – – –
IHWM
2841
Iron Horse Wealth Management
Iowa
$3.28K -$29 -1 -1%
HWM
2842
HighMark Wealth Management
Minnesota
$3.03K -$7.37K -253 -74%
SSG
2843
Summit Securities Group
New York
$3K – – –
LG
2844
LAM Group
Oregon
$2.9K – – –
UFF
2845
USA Financial Formulas
Michigan
$2.63K +$320 +11 +16%
PIS
2846
POM Investment Strategies
North Carolina
$2.59K +$2.24K +77 New
FSWA
2847
Financial Synergies Wealth Advisors
Texas
$2.15K -$92.2K -3,165 -98%
VF
2848
VitalStone Financial
Texas
$2K -$349 -12 -15%
TWP
2849
TFO Wealth Partners
Ohio
$1.99K -$84K -2,885 -98%
CT
2850
Clearstead Trust
Maine
$1.89K -$9.23K -317 -85%
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114
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