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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2976
Meeder Asset Management
Ohio
$145K +$80.9K +1,816 +109%
XC
2977
XY Capital
Hong Kong
$145K -$318K -7,134 -67%
RWM
2978
Ruedi Wealth Management
Illinois
$145K – – –
CWM
2979
Consultiva Wealth Management
Puerto Rico
$144K +$149K +3,350 +3,350%
EI
2980
eCIO Inc
Wisconsin
$143K +$153K +3,427 New
GPFA
2981
Game Plan Financial Advisors
Ohio
$142K +$134 +3 +0.1%
RFG
2982
REAP Financial Group
Texas
$137K +$40.1K +900 +38%
HFS
2983
Hughes Financial Services
Virginia
$135K +$145K +3,251 New
LFASL
2984
Lugano Financial Advisors SA (LFA)
Switzerland
$134K -$21.7K -486 -13%
CH
2985
Canton Hathaway
Rhode Island
$134K – – –
HHGA
2986
Halbert Hargrove Global Advisors
California
$132K +$7.44K +167 +6%
RTC
2987
Riverview Trust Company
Washington
$132K -$6.91K -155 -5%
C
2988
Covestor
United Kingdom
$131K +$6.55K +147 +5%
OAJ
2989
Ogorek Anthony Joseph
New York
$131K +$138K +3,088 +6,055%
FDW
2990
Fourth Dimension Wealth
Ohio
$131K +$118K +2,659 +556%
EWP
2991
Elevation Wealth Partners
California
$129K +$89 +2 +0.1%
FCG
2992
Financial Connections Group
California
$129K – – –
DWA
2993
Dougherty Wealth Advisers
Minnesota
$127K – – –
PSFG
2994
Park Square Financial Group
Georgia
$126K +$5.21K +117 +4%
PC
2995
Promus Capital
Illinois
$126K -$1.78K -40 -1%
TFM
2996
TFC Financial Management
Massachusetts
$125K -$8.47K -190 -6%
TWD
2997
True Wealth Design
Ohio
$120K +$13.1K +295 +11%
RAM
2998
Riggs Asset Management
Pennsylvania
$119K -$535 -12 -0.4%
CWM
2999
CarsonAllaria Wealth Management
Illinois
$117K +$89 +2 +0.1%
WOC
3000
West Oak Capital
California
$116K -$44.6K -1,000 -26%
118 119
120
121 122