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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2826
Carolina Wealth Advisors
South Carolina
$55.1K – – –
FFL
2827
Financial Freedom LLC
Ohio
$54.4K +$26.7K +696 +104%
FF
2828
Friedenthal Financial
New Jersey
$53.5K +$51.6K +1,346 New
BC
2829
Broadwater Capital
Massachusetts
$53K – – –
KWAG
2830
Kiely Wealth Advisory Group
North Carolina
$51.7K -$1.61K -42 -3%
TLCM
2831
Twin Lakes Capital Management
California
$51.1K +$77 +2 +0.2%
CP
2832
Camelot Portfolios
Ohio
$49.8K +$47.9K +1,251 New
LOIP
2833
Live Oak Investment Partners
Texas
$49.3K – – –
CPA
2834
Clear Point Advisors
New York
$49.1K +$38 +1 +0.1%
PCMC
2835
Planning Capital Management Corporation
Pennsylvania
$48K +$38 +1 +0.1%
FCT
2836
First Community Trust
Iowa
$47.7K – – –
VWA
2837
Valued Wealth Advisors
Utah
$47.1K +$22.8K +594 +101%
AP
2838
Aspect Partners
Virginia
$46.3K +$690 +18 +2%
TCM
2839
TruNorth Capital Management
Michigan
$45.1K +$38.3K +1,000 +741%
PO
2840
Private Ocean
California
$44.1K +$5.83K +152 +16%
CTB
2841
Country Trust Bank
Illinois
$41.9K +$27.8K +725 +221%
CP
2842
Castleview Partners
Texas
$41.8K -$13.5K -351 -25%
GTAM
2843
Global Trust Asset Management
Florida
$41.2K – – –
MFA
2844
McClarren Financial Advisors
Pennsylvania
$41K -$38.6K -1,007 -96%
DCM
2845
Davis Capital Management
Florida
$40.7K – – –
PCC
2846
Park Circle Company
Maryland
$39.8K – – –
CCA
2847
Criterion Capital Advisors
Tennessee
$38.1K – – –
W
2848
WealthCollab
Washington
$37.3K – – –
FRA
2849
Front Row Advisors
California
$37.1K – – –
RWM
2850
Raffa Wealth Management
District of Columbia
$36.9K +$5.75K +150 +19%
112 113
114
115 116