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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
3101
Grayhawk Investment Strategies
Alberta, Canada
$37.4K – – –
WTFG
3102
Wood Tarver Financial Group
Idaho
$36.9K – – –
MSFP
3103
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
FRA
3104
Front Row Advisors
California
$35.3K – – –
GJIA
3105
Glass Jacobson Investment Advisors
Maryland
$35K – – –
RTL
3106
Red Tortoise LLC
Georgia
$34.6K – – –
TCM
3107
TD Capital Management
Tennessee
$34.3K +$178 +4 +0.5%
MDCM
3108
Morgan Dempsey Capital Management
Wisconsin
$33.4K – – –
RF
3109
Robinswood Financial
Washington
$33.2K +$33.9K +760 +2,171%
SAS
3110
Spurstone Advisory Services
Connecticut
$32.5K – – –
TLA
3111
Tanglewood Legacy Advisors
Texas
$32.3K -$3.21K -72 -9%
GFL
3112
Granite FO LLC
New Hampshire
$32.2K – – –
BGA
3113
Battery Global Advisors
Massachusetts
$31.2K +$178 +4 +0.5%
RWM
3114
Raffa Wealth Management
District of Columbia
$31K -$18.9K -424 -36%
PFSC
3115
Peoples Financial Services Corp
Pennsylvania
$29.5K -$2.23K -50 -7%
IHWM
3116
Iron Horse Wealth Management
Iowa
$28.2K +$5.75K +129 +24%
VIS
3117
Vega Investment Solutions
France
$27.2K – – –
MWM
3118
Mascoma Wealth Management
New Hampshire
$27K -$10.8K -243 -27%
ZRP
3119
Zynergy Retirement Planning
New Jersey
$25.1K – – –
RCM
3120
Richardson Capital Management
Wisconsin
$25K – – –
DWS
3121
Dynamic Wealth Strategies
California
$25K +$26.7K +600 New
PCM
3122
Penserra Capital Management
California
$25K -$753K -16,909 -97%
BWM
3123
Bernard Wealth Management
Michigan
$24.9K +$2.58K +58 +11%
CF
3124
Collier Financial
Colorado
$24.3K +$134 +3 +0.5%
CTB
3125
Country Trust Bank
Illinois
$24K +$4.46K +100 +21%
123 124
125
126 127