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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
3076
Highline Wealth Partners
California
$48.3K +$13.9K +313 +37%
Q1WB
3077
Quest 10 Wealth Builders
Virginia
$48K -$39.7K -890 -44%
NWMP
3078
Noble Wealth Management PBC
Colorado
$47.4K – – –
ATC
3079
Advantage Trust Company
Kansas
$46.9K – – –
MDA
3080
Minot DeBlois Advisors
Massachusetts
$46.9K -$8.91K -200 -15%
PIS
3081
POM Investment Strategies
North Carolina
$45.2K – – –
MFA
3082
McClarren Financial Advisors
Pennsylvania
$45K +$48.4K +1,087 New
CWM
3083
Compass Wealth Management
Connecticut
$44.7K – – –
TLCM
3084
Twin Lakes Capital Management
California
$44.5K – – –
CWM
3085
Cranbrook Wealth Management
Michigan
$43.8K +$13.6K +306 +41%
PCTC
3086
Perkins Coie Trust Company
Washington
$43.7K +$18.8K +423 +68%
PWM
3087
Parkworth Wealth Management
California
$43.4K -$7.35K -165 -14%
HWM
3088
HighMark Wealth Management
Minnesota
$43.1K +$33.1K +743 +234%
HNW
3089
High Note Wealth
Minnesota
$42.5K – – –
DCM
3090
Davis Capital Management
Florida
$42.4K – – –
CJH
3091
Christopher J. Hasenberg
Wisconsin
$42.1K – – –
PCC
3092
Park Circle Company
Maryland
$41.7K – – –
AP
3093
Aspect Partners
Virginia
$40.1K -$9.05K -203 -17%
CCM
3094
Cloud Capital Management
Washington
$40K +$42.9K +963 New
RWS
3095
Retirement Wealth Solutions
Wisconsin
$39.3K – – –
SVWA
3096
Sarver Vrooman Wealth Advisors
Missouri
$39.1K +$41.8K +937 New
FGA
3097
Fortis Group Advisors
New Jersey
$38.1K – – –
GIS
3098
Grayhawk Investment Strategies
Alberta, Canada
$37.4K – – –
WTFG
3099
Wood Tarver Financial Group
Idaho
$36.9K – – –
MSFP
3100
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
122 123
124
125 126