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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2901
Woodard & Company Asset Management Group
North Carolina
$12.9K +$12.5K +325 New
SP
2902
SWS Partners
Ohio
$12.2K +$11.7K +306 New
PA
2903
Pineridge Advisors
Missouri
$11.9K – – –
TWD
2904
True Wealth Design
Ohio
$11.9K +$11.5K +300 New
SHIM
2905
Stone House Investment Management
Pennsylvania
$11.1K +$77 +2 +0.7%
TCA
2906
Trifecta Capital Advisors
Illinois
$11.1K -$124K -3,230 -92%
CMP
2907
Coston McIsaac & Partners
Maine
$11K – – –
SFC
2908
Strategic Financial Concepts
Texas
$10.8K +$4.4M +114,804 New
MG
2909
MilWealth Group
Wisconsin
$10.7K – – –
CAM
2910
ClariVest Asset Management
California
$10.2K -$12.4K -323 -56%
IA
2911
IFS Advisors
Kansas
$9.88K +$38 +1 +0.4%
NC
2912
NewSquare Capital
Pennsylvania
$9.74K – – –
FFA
2913
Fairfield Financial Advisors
Massachusetts
$9.6K +$9.24K +241 New
PWM
2914
Partnership Wealth Management
Maryland
$9.27K +$115 +3 +1%
CCMI
2915
Creative Capital Management Investments
California
$8.75K +$843 +22 +11%
FG
2916
Fairman Group
Pennsylvania
$8.55K – – –
LFA
2917
Legend Financial Advisors
Pennsylvania
$8.33K +$7.63K +199 +1,809%
AWM
2918
Ameliora Wealth Management
Switzerland
$8.23K – – –
BFS
2919
Bare Financial Services
Pennsylvania
$8.06K – – –
CC
2920
Cypress Capital
Tennessee
$7.95K +$7.67K +200 New
OW
2921
Olistico Wealth
Oklahoma
$7.95K +$7.67K +200 New
SC
2922
Swan Capital
Florida
$7.08K +$6.82K +178 New
AFWM
2923
Abich Financial Wealth Management
Virginia
$6.98K +$2.57K +67 +61%
SC
2924
Steph & Co
Wisconsin
$6.72K – – –
CJH
2925
Christopher J. Hasenberg
Wisconsin
$6.44K – – –
115 116
117
118 119