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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
3151
Wood Tarver Financial Group
Idaho
$38K +$38.9K +884 New
MSFP
3152
Mark Sheptoff Financial Planning
Connecticut
$37.9K – – –
TLA
3153
Tanglewood Legacy Advisors
Texas
$37.2K – – –
FRA
3154
Front Row Advisors
California
$37.2K – – –
HWP
3155
Highline Wealth Partners
California
$37.1K +$22.4K +510 +153%
NECFA
3156
New England Capital Financial Advisors
Connecticut
$36.7K +$44 +1 +0.1%
RTL
3157
Red Tortoise LLC
Georgia
$36.5K – – –
TCM
3158
TD Capital Management
Tennessee
$35.9K +$176 +4 +0.5%
MDCM
3159
Morgan Dempsey Capital Management
Wisconsin
$35.2K – – –
GJIA
3160
Glass Jacobson Investment Advisors
Maryland
$35K +$12.1K +276 +53%
SAS
3161
Spurstone Advisory Services
Connecticut
$34.3K +$34.3K +780 New
GFL
3162
Granite FO LLC
New Hampshire
$33.9K – – –
PFSC
3163
Peoples Financial Services Corp
Pennsylvania
$33.3K -$512K -11,632 -94%
BGA
3164
Battery Global Advisors
Massachusetts
$32.7K +$220 +5 +0.7%
CWM
3165
Cranbrook Wealth Management
Michigan
$32.7K +$8.58K +195 +36%
MSWA
3166
Marshall & Sterling Wealth Advisors
New York
$31.1K +$31.1K +707 New
VIS
3167
Vega Investment Solutions
France
$30K +$30.1K +683 New
FW
3168
Fairway Wealth
Ohio
$28.7K +$28.7K +653 New
PCTC
3169
Perkins Coie Trust Company
Washington
$27.4K – – –
RCM
3170
Richardson Capital Management
Wisconsin
$26.4K – – –
CF
3171
Collier Financial
Colorado
$25.4K +$25.4K +578 New
WAG
3172
Wiser Advisor Group
Arizona
$25.1K – – –
GK
3173
Graney & King
New York
$24.9K +$24.9K +567 New
KSB
3174
Kennebec Savings Bank
Maine
$24.8K -$8.05K -183 -25%
SNB
3175
Security National Bank
Nebraska
$24.2K – – –
125 126
127
128 129