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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
3126
First Community Trust
Iowa
$52.7K – – –
WWP
3127
WR Wealth Planners
Missouri
$52.3K -$329K -7,477 -86%
RWM
3128
Raffa Wealth Management
District of Columbia
$51.3K +$17.1K +389 +50%
AP
3129
Aspect Partners
Virginia
$51.2K – – –
NWMP
3130
Noble Wealth Management PBC
Colorado
$49.9K +$49.9K +1,135 New
ECM
3131
Eisler Capital Management
United Kingdom
$49.8K +$49.5K +1,125 New
CP
3132
Castleview Partners
Texas
$49.5K +$2.95K +67 +6%
ATC
3133
Advantage Trust Company
Kansas
$49.4K -$49.5K -1,125 -50%
FNWA
3134
Financial Network Wealth Advisors
Utah
$48.5K -$69.3K -1,575 -59%
CSWM
3135
Cassady Schiller Wealth Management
Ohio
$48.4K +$14.4K +327 +42%
PIS
3136
POM Investment Strategies
North Carolina
$47.6K +$44.3K +1,006 +1,306%
CWM
3137
Compass Wealth Management
Connecticut
$47K -$17.6K -400 -27%
TLCM
3138
Twin Lakes Capital Management
California
$46.9K – – –
TCM
3139
TruNorth Capital Management
Michigan
$46.8K – – –
HNW
3140
High Note Wealth
Minnesota
$44.7K +$44.8K +1,018 New
DCM
3141
Davis Capital Management
Florida
$44.7K – – –
CJH
3142
Christopher J. Hasenberg
Wisconsin
$44.6K – – –
CMANY
3143
Capital Management Associates (New York)
New York
$44.2K -$156K -3,545 -78%
PCC
3144
Park Circle Company
Maryland
$44K – – –
RWS
3145
Retirement Wealth Solutions
Wisconsin
$42.4K +$41.4K +941 New
FGA
3146
Fortis Group Advisors
New Jersey
$40.2K – – –
GIS
3147
Grayhawk Investment Strategies
Alberta, Canada
$39.4K -$57.2K -1,300 -59%
MWM
3148
Mascoma Wealth Management
New Hampshire
$39.1K +$15.9K +361 +68%
VWA
3149
Valued Wealth Advisors
Utah
$38.4K +$2.82K +64 +8%
CCA
3150
Criterion Capital Advisors
Tennessee
$38.1K – – –
124 125
126
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