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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3076
Whipplewood Advisors
Colorado
$54.6K -$53K -1,190 -91%
MWM
3077
MorganRosel Wealth Management
Colorado
$50.4K +$53.8K +1,208 New
FCT
3078
First Community Trust
Iowa
$50.1K – – –
HWP
3079
Highline Wealth Partners
California
$48.3K +$13.9K +313 +37%
Q1WB
3080
Quest 10 Wealth Builders
Virginia
$48K -$39.7K -890 -44%
NWMP
3081
Noble Wealth Management PBC
Colorado
$47.4K – – –
ATC
3082
Advantage Trust Company
Kansas
$46.9K – – –
MDA
3083
Minot DeBlois Advisors
Massachusetts
$46.9K -$8.91K -200 -15%
PIS
3084
POM Investment Strategies
North Carolina
$45.2K – – –
MFA
3085
McClarren Financial Advisors
Pennsylvania
$45K +$48.4K +1,087 New
CWM
3086
Compass Wealth Management
Connecticut
$44.7K – – –
TLCM
3087
Twin Lakes Capital Management
California
$44.5K – – –
CWM
3088
Cranbrook Wealth Management
Michigan
$43.8K +$13.6K +306 +41%
PCTC
3089
Perkins Coie Trust Company
Washington
$43.7K +$18.8K +423 +68%
PWM
3090
Parkworth Wealth Management
California
$43.4K -$7.35K -165 -14%
HWM
3091
HighMark Wealth Management
Minnesota
$43.1K +$33.1K +743 +234%
HNW
3092
High Note Wealth
Minnesota
$42.5K – – –
DCM
3093
Davis Capital Management
Florida
$42.4K – – –
CJH
3094
Christopher J. Hasenberg
Wisconsin
$42.1K – – –
PCC
3095
Park Circle Company
Maryland
$41.7K – – –
AP
3096
Aspect Partners
Virginia
$40.1K -$9.05K -203 -17%
CCM
3097
Cloud Capital Management
Washington
$40K +$42.9K +963 New
RWS
3098
Retirement Wealth Solutions
Wisconsin
$39.3K – – –
SVWA
3099
Sarver Vrooman Wealth Advisors
Missouri
$39.1K +$41.8K +937 New
FGA
3100
Fortis Group Advisors
New Jersey
$38.1K – – –
122 123
124
125 126