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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
3051
Voisard Asset Management Group
Michigan
$232K -$123K -2,376 -33%
CIG
3052
Cairn Investment Group
Washington
$232K – – –
DBIA
3053
Dumont & Blake Investment Advisors
New Jersey
$232K +$1.24K +24 +0.5%
KFS
3054
Kelly Financial Services
Massachusetts
$232K – – –
MAG
3055
Meadowbrook Advisors Group
New Jersey
$231K -$22.1K -429 -8%
LSIA
3056
LaSalle St. Investment Advisors
Illinois
$231K -$15.4K -298 -6%
CCA
3057
Cottonwood Capital Advisors
Utah
$231K +$980 +19 +0.4%
CFA
3058
CWS Financial Advisors
Michigan
$230K +$1.65K +32 +0.7%
TCWM
3059
Total Clarity Wealth Management
Illinois
$230K +$8.05K +156 +3%
SPWG
3060
Sage Private Wealth Group
Illinois
$230K -$212K -4,100 -46%
AA
3061
Acorns Advisers
California
$230K +$21.4K +414 +10%
B
3062
Bensler
Washington
$230K -$361 -7 -0.1%
CWA
3063
CogentBlue Wealth Advisors
Tennessee
$230K -$5.68K -110 -2%
AIA
3064
Accelerate Investment Advisors
California
$230K +$2.63K +51 +1%
PWP
3065
Prasad Wealth Partners
Ohio
$229K +$1.81K +35 +0.7%
RIP
3066
RAM Investment Partners
Washington
$229K +$136K +2,634 +128%
PCP
3067
Panoramic Capital Partners
Oregon
$229K +$3.82K +74 +2%
CIA
3068
Compass Ion Advisors
Pennsylvania
$229K +$24.8K +481 +11%
WAS
3069
Wealth Advisory Solutions
Indiana
$228K +$3.87K +75 +2%
SFO
3070
Stenger Family Office
Illinois
$228K +$17.4K +337 +8%
CAM
3071
Claret Asset Management
Quebec, Canada
$228K -$19.1K -370 -7%
LWM
3072
Lakeridge Wealth Management
Ohio
$228K +$12.1K +234 +5%
GT
3073
GreatBanc Trust
Illinois
$228K -$2.68K -52 -1%
5W
3074
5T Wealth
California
$227K -$155 -3 -0.1%
EFL
3075
ERn Financial LLC
Wisconsin
$227K -$3.46K -67 -1%
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