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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
2951
Legacy Investment Solutions
Idaho
$4.08K +$3.57K +89 New
LWMI
2952
Legacy Wealth Management (Idaho)
Idaho
$4.08K +$3.57K +89 New
SSG
2953
Summit Securities Group
New York
$4K – – –
EA
2954
Evolution Advisers
Virginia
$4K +$40 +1 +0.8%
NBT
2955
Northwest Bank & Trust
Iowa
$3.97K – – –
PPA
2956
Painted Porch Advisors
California
$3.97K – – –
SIS
2957
Strategic Investment Solutions
Illinois
$3.97K – – –
PPWM
2958
PFG Private Wealth Management
Florida
$3.88K – – –
LG
2959
LAM Group
Oregon
$3.41K – – –
CAM
2960
Costello Asset Management
Pennsylvania
$3.21K +$3.25K +81 New
PIS
2961
POM Investment Strategies
North Carolina
$3.06K -$25.9K -646 -89%
VF
2962
VitalStone Financial
Texas
$2.62K – – –
1IA
2963
1620 Investment Advisors
Massachusetts
$2.43K +$2.44K +61 New
BHWM
2964
Bay Harbor Wealth Management
Maryland
$2.34K +$2.37K +59 New
CAM
2965
Chesapeake Asset Management
New York
$2.18K +$2.2K +55 New
AAG
2966
Accordant Advisory Group
Maryland
$2.14K +$2.16K +54 New
WA
2967
WestEnd Advisors
North Carolina
$2.06K +$601 +15 +41%
JFG
2968
JDM Financial Group
Texas
$2.02K +$2.04K +51 New
OAJ
2969
Ogorek Anthony Joseph
New York
$2K – – –
RBC
2970
Roble Belko & Company
Pennsylvania
$2K – – –
LFA
2971
LGT Financial Advisors
Texas
$1.59K -$18K -449 -92%
FCM
2972
Fourpath Capital Management
Oklahoma
$1.47K +$1.48K +37 New
HWM
2973
HighMark Wealth Management
Minnesota
$1.44K -$2.2K -55 -60%
RF
2974
Robinswood Financial
Washington
$1.39K – – –
CAM
2975
Creekmur Asset Management
Illinois
$1.27K -$2.48K -62 -66%
117 118
119
120 121