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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
3101
Front Row Advisors
California
$35.3K – – –
GJIA
3102
Glass Jacobson Investment Advisors
Maryland
$35K – – –
RTL
3103
Red Tortoise LLC
Georgia
$34.6K – – –
TCM
3104
TD Capital Management
Tennessee
$34.3K +$178 +4 +0.5%
MDCM
3105
Morgan Dempsey Capital Management
Wisconsin
$33.4K – – –
RF
3106
Robinswood Financial
Washington
$33.2K +$33.9K +760 +2,171%
SAS
3107
Spurstone Advisory Services
Connecticut
$32.5K – – –
TLA
3108
Tanglewood Legacy Advisors
Texas
$32.3K -$3.21K -72 -9%
GFL
3109
Granite FO LLC
New Hampshire
$32.2K – – –
BGA
3110
Battery Global Advisors
Massachusetts
$31.2K +$178 +4 +0.5%
RWM
3111
Raffa Wealth Management
District of Columbia
$31K -$18.9K -424 -36%
PFSC
3112
Peoples Financial Services Corp
Pennsylvania
$29.5K -$2.23K -50 -7%
IHWM
3113
Iron Horse Wealth Management
Iowa
$28.2K +$5.75K +129 +24%
VIS
3114
Vega Investment Solutions
France
$27.2K – – –
MWM
3115
Mascoma Wealth Management
New Hampshire
$27K -$10.8K -243 -27%
ZRP
3116
Zynergy Retirement Planning
New Jersey
$25.1K – – –
RCM
3117
Richardson Capital Management
Wisconsin
$25K – – –
DWS
3118
Dynamic Wealth Strategies
California
$25K +$26.7K +600 New
PCM
3119
Penserra Capital Management
California
$25K -$753K -16,909 -97%
BWM
3120
Bernard Wealth Management
Michigan
$24.9K +$2.58K +58 +11%
CF
3121
Collier Financial
Colorado
$24.3K +$134 +3 +0.5%
CTB
3122
Country Trust Bank
Illinois
$24K +$4.46K +100 +21%
WAG
3123
Wiser Advisor Group
Arizona
$23.9K – – –
VWA
3124
Valued Wealth Advisors
Utah
$23.7K -$13.6K -306 -35%
GK
3125
Graney & King
New York
$23.7K – – –
123 124
125
126 127