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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
2901
Zynergy Retirement Planning
New Jersey
$22.7K – – –
SNB
2902
Security National Bank
Nebraska
$21.8K – – –
CWM
2903
Cranbrook Wealth Management
Michigan
$21.7K +$2K +50 +10%
IHWM
2904
Iron Horse Wealth Management
Iowa
$21.7K -$2.04K -51 -9%
NA
2905
Nordwand Advisors
Pennsylvania
$21.6K – – –
LAM
2906
Lummis Asset Management
Texas
$21.1K – – –
MWM
2907
Mascoma Wealth Management
New Hampshire
$21K – – –
TPW
2908
Talon Private Wealth
Florida
$20.7K +$20.9K +522 New
GJIA
2909
Glass Jacobson Investment Advisors
Maryland
$20.7K +$40 +1 +0.2%
LWA
2910
Lowe Wealth Advisors
Maryland
$20K – – –
VWWMG
2911
Vermillion & White Wealth Management Group
Pennsylvania
$20K +$120 +3 +0.6%
PP
2912
PrairieView Partners
Minnesota
$19K – – –
MIM
2913
Macroview Investment Management
Maryland
$18.5K -$7.66K -191 -29%
CAM
2914
Clarity Asset Management
Iowa
$18.3K +$120 +3 +0.7%
EP
2915
Elkhorn Partners
Nebraska
$16K -$48.1K -1,200 -75%
RF
2916
Robbins Farley
New Hampshire
$15.9K – – –
CB
2917
CNB Bank
Pennsylvania
$15.4K – – –
CTWM
2918
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
TCG
2919
Transcendent Capital Group
Oklahoma
$15.1K – – –
PA
2920
Pineridge Advisors
Missouri
$15.1K +$3.17K +79 +26%
FIA
2921
FNY Investment Advisers
New York
$15K +$16K +400 New
PFA
2922
Pathway Financial Advisers
Indiana
$14.4K +$21.7M +541,760 +1,843%
HEIP
2923
Hudson Edge Investment Partners
New Jersey
$13.9K – – –
HWP
2924
Highline Wealth Partners
California
$13.3K -$9.66K -241 -42%
PFG
2925
Peterson Financial Group
Iowa
$13K +$13.1K +327 New
115 116
117
118 119