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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2876
Mascoma Wealth Management
New Hampshire
$21K -$15.3K -400 -43%
EFMH
2877
E Fund Management (HK)
Hong Kong
$21K +$20.6K +538 New
GJIA
2878
Glass Jacobson Investment Advisors
Maryland
$20.7K +$38 +1 +0.2%
CC
2879
Cultivar Capital
Texas
$20.1K +$19.4K +506 New
LWA
2880
Lowe Wealth Advisors
Maryland
$20.1K – – –
VWWMG
2881
Vermillion & White Wealth Management Group
Pennsylvania
$19.9K +$230 +6 +1%
CPG
2882
Custom Portfolio Group
Colorado
$19.9K – – –
CWM
2883
Cranbrook Wealth Management
Michigan
$19.8K – – –
LFA
2884
LGT Financial Advisors
Texas
$19.4K +$17.2K +449 +1,123%
PP
2885
PrairieView Partners
Minnesota
$19K – – –
CAM
2886
Clarity Asset Management
Iowa
$18.3K – – –
ARC
2887
Advisor Resource Council
Texas
$17.1K -$24.1K -628 -6%
EWP
2888
Elevation Wealth Partners
California
$16K +$192 +5 +1%
RF
2889
Robbins Farley
New Hampshire
$15.9K – – –
CB
2890
CNB Bank
Pennsylvania
$15.5K -$4.83K -126 -24%
CTWM
2891
Cherry Tree Wealth Management
Minnesota
$15.2K +$6.36K +166 +77%
TCG
2892
Transcendent Capital Group
Oklahoma
$15.2K +$1.19K +31 +9%
HEIP
2893
Hudson Edge Investment Partners
New Jersey
$13.9K +$13.4K +350 New
OLVIG
2894
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K +$77 +2 +0.6%
WCAMG
2895
Woodard & Company Asset Management Group
North Carolina
$12.9K +$12.5K +325 New
SP
2896
SWS Partners
Ohio
$12.2K +$11.7K +306 New
PA
2897
Pineridge Advisors
Missouri
$11.9K – – –
TWD
2898
True Wealth Design
Ohio
$11.9K +$11.5K +300 New
SHIM
2899
Stone House Investment Management
Pennsylvania
$11.1K +$77 +2 +0.7%
TCA
2900
Trifecta Capital Advisors
Illinois
$11.1K -$124K -3,230 -92%
114 115
116
117 118