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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2926
Highline Wealth Partners
California
$13.3K -$9.66K -241 -42%
PFG
2927
Peterson Financial Group
Iowa
$13K +$13.1K +327 New
DP
2928
Denver PWM
Colorado
$12.5K -$87K -2,171 -87%
WCM
2929
Westend Capital Management
California
$11.2K +$11.3K +282 New
SHIM
2930
Stone House Investment Management
Pennsylvania
$11.1K +$80 +2 +0.7%
TCA
2931
Trifecta Capital Advisors
Illinois
$11K – – –
AA
2932
AlphaMark Advisors
Kentucky
$11K -$12K -300 -52%
CMP
2933
Coston McIsaac & Partners
Maine
$11K -$160 -4 -1%
MG
2934
MilWealth Group
Wisconsin
$10.7K – – –
FFA
2935
Frazier Financial Advisors
Ohio
$10.4K -$25.4K -635 -71%
CAM
2936
ClariVest Asset Management
California
$10.2K – – –
IA
2937
IFS Advisors
Kansas
$9.87K – – –
FFA
2938
Fairfield Financial Advisors
Massachusetts
$9.64K +$80 +2 +0.8%
PWM
2939
Partnership Wealth Management
Maryland
$9.31K +$80 +2 +0.9%
CCMI
2940
Creative Capital Management Investments
California
$8.73K – – –
FG
2941
Fairman Group
Pennsylvania
$8.53K – – –
AWM
2942
Ameliora Wealth Management
Switzerland
$8.21K – – –
BFS
2943
Bare Financial Services
Pennsylvania
$7.94K – – –
OW
2944
Olistico Wealth
Oklahoma
$7.94K – – –
SC
2945
Swan Capital
Florida
$7.06K – – –
PS
2946
PayPay Securities
Japan
$7.06K +$3.97K +99 +125%
SC
2947
Steph & Co
Wisconsin
$6.71K – – –
LB
2948
Legacy Bridge
Iowa
$5.75K – – –
CMA
2949
Cedar Mountain Advisors
Oregon
$5.44K – – –
ETS
2950
ESL Trust Services
New York
$4.37K – – –
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