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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2826
Keener Financial Planning
Texas
$57K – – –
MSE
2827
MUFG Securities EMEA
United Kingdom
$56.2K -$113K -2,944 -68%
CWA
2828
Carolina Wealth Advisors
South Carolina
$55.1K – – –
FFL
2829
Financial Freedom LLC
Ohio
$54.4K +$26.7K +696 +104%
FF
2830
Friedenthal Financial
New Jersey
$53.5K +$51.6K +1,346 New
BC
2831
Broadwater Capital
Massachusetts
$53K – – –
KWAG
2832
Kiely Wealth Advisory Group
North Carolina
$51.7K -$1.61K -42 -3%
TLCM
2833
Twin Lakes Capital Management
California
$51.1K +$77 +2 +0.2%
CP
2834
Camelot Portfolios
Ohio
$49.8K +$47.9K +1,251 New
LOIP
2835
Live Oak Investment Partners
Texas
$49.3K – – –
CPA
2836
Clear Point Advisors
New York
$49.1K +$38 +1 +0.1%
PCMC
2837
Planning Capital Management Corporation
Pennsylvania
$48K +$38 +1 +0.1%
FCT
2838
First Community Trust
Iowa
$47.7K – – –
VWA
2839
Valued Wealth Advisors
Utah
$47.1K +$22.8K +594 +101%
AP
2840
Aspect Partners
Virginia
$46.3K +$690 +18 +2%
TCM
2841
TruNorth Capital Management
Michigan
$45.1K +$38.3K +1,000 +741%
PO
2842
Private Ocean
California
$44.1K +$5.83K +152 +16%
CTB
2843
Country Trust Bank
Illinois
$41.9K +$27.8K +725 +221%
CP
2844
Castleview Partners
Texas
$41.8K -$13.5K -351 -25%
GTAM
2845
Global Trust Asset Management
Florida
$41.2K – – –
MFA
2846
McClarren Financial Advisors
Pennsylvania
$41K -$38.6K -1,007 -96%
DCM
2847
Davis Capital Management
Florida
$40.7K – – –
PCC
2848
Park Circle Company
Maryland
$39.8K – – –
CCA
2849
Criterion Capital Advisors
Tennessee
$38.1K – – –
W
2850
WealthCollab
Washington
$37.3K – – –
112 113
114
115 116