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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
3126
Kennebec Savings Bank
Maine
$23K – – –
CTWM
3127
Cherry Tree Wealth Management
Minnesota
$21.7K +$5.57K +125 +32%
VWWMG
3128
Vermillion & White Wealth Management Group
Pennsylvania
$21.3K +$178 +4 +0.8%
PWM
3129
Proathlete Wealth Management
Florida
$20.9K +$22.3K +501 New
DMIC
3130
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.9K – – –
WFA
3131
West Financial Advisors
Iowa
$20.7K – – –
MAS
3132
MPWM Advisory Solutions
Georgia
$20.4K +$89 +2 +0.4%
PP
3133
PrairieView Partners
Minnesota
$20K – – –
BGC
3134
Beutel, Goodman & Co
Ontario, Canada
$20K +$22.3K +500 New
AF
3135
Abound Financial
California
$19.7K +$21.1K +473 New
CAM
3136
Clarity Asset Management
Iowa
$19.5K +$134 +3 +0.6%
MAFA
3137
MJT & Associates Financial Advisory
Minnesota
$19.2K +$20.5K +460 New
WPA
3138
Wealth Preservation Advisors
Tennessee
$19.1K +$20.4K +458 New
W
3139
WealthCollab
Washington
$18.2K – – –
KFP
3140
Keener Financial Planning
Texas
$18K -$44.6K -1,000 -69%
CAM
3141
Costello Asset Management
Pennsylvania
$17.7K +$15.3K +344 +425%
NECFA
3142
New England Capital Financial Advisors
Connecticut
$17.7K -$18.4K -412 -49%
PPA
3143
Painted Porch Advisors
California
$17K +$13.7K +307 +307%
NA
3144
Nordwand Advisors
Pennsylvania
$16.9K -$6.24K -140 -26%
CCM
3145
Campbell Capital Management
Florida
$16.7K – – –
RF
3146
Robbins Farley
New Hampshire
$16.7K – – –
IMC
3147
Investment Management Corporation
Virginia
$16.7K – – –
FW
3148
Fairway Wealth
Ohio
$16.1K -$11.9K -266 -41%
CB
3149
CNB Bank
Pennsylvania
$16.1K -$45 -1 -0.3%
IWM
3150
Inlight Wealth Management
Georgia
$16.1K +$17.2K +385 New
124 125
126
127 128