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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3076
Quest 10 Wealth Builders
Virginia
$89.7K +$89.8K +2,041 New
BWL
3077
Bogart Wealth LLC
Virginia
$89.7K +$11.4K +260 +15%
HIM
3078
Hillsdale Investment Management
Ontario, Canada
$89.7K -$91.5K -2,080 -50%
AWM
3079
Atticus Wealth Management
Florida
$89.4K – – –
ACM
3080
Adalta Capital Management
New York
$87.9K -$13.2K -300 -13%
GCM
3081
GKV Capital Management
California
$87.9K +$88K +2,000 New
CPG
3082
Cornerstone Planning Group
New Jersey
$84.8K +$4.49K +102 +6%
RS
3083
R Squared
Hong Kong
$83.9K +$84K +1,910 New
MB
3084
Mizuho Bank
Japan
$83.5K – – –
OLVIG
3085
Oliver Lagore Vanvalin Investment Group
Michigan
$83.5K +$52.3K +1,188 +167%
DFA
3086
DHJJ Financial Advisors
Illinois
$83K -$8.89K -202 -10%
SRCM
3087
Signature Resources Capital Management
California
$81.8K +$88 +2 +0.1%
FMTCOCP
3088
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
FA
3089
Fedenia Advisers
Wisconsin
$79.6K +$79.7K +1,811 New
STB
3090
S&T Bank
Pennsylvania
$79.3K +$79.4K +1,805 New
HFS
3091
Hopwood Financial Services
Virginia
$76.6K +$76.7K +1,743 New
EFP
3092
EnRich Financial Partners
Wisconsin
$76.3K – – –
WSC
3093
Wellington Shields & Co
New York
$75.9K -$3.12K -71 -4%
MIM
3094
Manitou Investment Management
Ontario, Canada
$75.8K – – –
RWM
3095
Rialto Wealth Management
New York
$75.7K +$75.8K +1,722 New
AT
3096
Avalon Trust
New Mexico
$75.6K +$9.63K +219 +15%
WAS
3097
Winch Advisory Services
Wisconsin
$74.9K +$7.35K +167 +11%
NCM
3098
Northwest Capital Management
Oregon
$73.8K – – –
VWA
3099
VSM Wealth Advisory
Maryland
$73.4K +$73.4K +1,669 New
MAM
3100
Meeder Asset Management
Ohio
$73.3K -$4.71K -107 -6%
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