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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3101
VSM Wealth Advisory
Maryland
$73.4K +$73.4K +1,669 New
MAM
3102
Meeder Asset Management
Ohio
$73.3K -$4.71K -107 -6%
HC
3103
Hurley Capital
New York
$73.1K +$70.5K +1,602 New
EFMH
3104
E Fund Management (HK)
Hong Kong
$70K +$70K +1,592 New
FWA
3105
FSC Wealth Advisors
New York
$69.9K -$13.9K -315 -17%
VAG
3106
VisionPoint Advisory Group
Texas
$69.6K +$69.1K +1,571 New
PMIM
3107
Prudent Man Investment Management
Colorado
$69.4K +$69.5K +1,580 New
MMCM
3108
Murphy & Mullick Capital Management
New York
$67.2K +$67.2K +1,528 New
MC
3109
Montag & Caldwell
Georgia
$65.9K +$66K +1,500 New
HFS
3110
HBC Financial Services
Washington
$65K – – –
OC
3111
Oakmont Corp
California
$63.9K – – –
B
3112
Birchbrook
Maine
$63.3K +$44 +1 +0.1%
KWAG
3113
Kiely Wealth Advisory Group
North Carolina
$63.1K – – –
KFP
3114
Keener Financial Planning
Texas
$63K – – –
BIA
3115
Bell Investment Advisors
California
$62.9K -$3.39K -77 -5%
MFT
3116
Moisand Fitzgerald Tamayo
Florida
$62.6K +$44 +1 +0.1%
CWA
3117
Carolina Wealth Advisors
South Carolina
$60.9K – – –
FFL
3118
Financial Freedom LLC
Ohio
$60.6K +$264 +6 +0.4%
NC
3119
NewSquare Capital
Pennsylvania
$58.8K +$58.9K +1,338 New
BC
3120
Broadwater Capital
Massachusetts
$58.5K – – –
MDA
3121
Minot DeBlois Advisors
Massachusetts
$58.2K +$58.3K +1,324 New
WA
3122
Whipplewood Advisors
Colorado
$57.5K +$57.5K +1,308 New
LOIP
3123
Live Oak Investment Partners
Texas
$55.2K – – –
GTAM
3124
Global Trust Asset Management
Florida
$54.5K +$8.97K +204 +20%
PWM
3125
Parkworth Wealth Management
California
$52.9K +$53K +1,204 New
123 124
125
126 127