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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3176
Denver PWM
Colorado
$23K +$9.24K +210 +67%
TPW
3177
Talon Private Wealth
Florida
$23K +$44 +1 +0.2%
ZRP
3178
Zynergy Retirement Planning
New Jersey
$22.7K – – –
LWA
3179
Lowe Wealth Advisors
Maryland
$22.5K +$352 +8 +2%
VWWMG
3180
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K +$132 +3 +0.6%
PP
3181
PrairieView Partners
Minnesota
$22K +$44 +1 +0.2%
DMIC
3182
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22K +$22K +500 New
WFA
3183
West Financial Advisors
Iowa
$21.8K +$21.9K +497 New
FS
3184
Financially Speaking
Colorado
$21.5K +$21.5K +489 New
MAS
3185
MPWM Advisory Solutions
Georgia
$21.4K +$21.4K +487 New
PA
3186
Pineridge Advisors
Missouri
$21.3K +$4.71K +107 +28%
FDW
3187
Fourth Dimension Wealth
Ohio
$21K +$21K +478 New
CTB
3188
Country Trust Bank
Illinois
$20.9K -$25.4K -577 -55%
CAM
3189
Clarity Asset Management
Iowa
$20.4K +$132 +3 +0.6%
FIA
3190
FPC Investment Advisory
California
$20K +$19.1K +433 New
W
3191
WealthCollab
Washington
$19.2K -$22K -500 -53%
HGERS
3192
Householder Group Estate & Retirement Specialist
Arizona
$18K -$268K -6,096 -94%
RF
3193
Robbins Farley
New Hampshire
$17.6K – – –
CCM
3194
Campbell Capital Management
Florida
$17.6K +$17.6K +400 New
IMC
3195
Investment Management Corporation
Virginia
$17.5K +$17.6K +399 New
CTWM
3196
Cherry Tree Wealth Management
Minnesota
$17.4K +$572 +13 +3%
CB
3197
CNB Bank
Pennsylvania
$17.1K -$44 -1 -0.3%
TCG
3198
Transcendent Capital Group
Oklahoma
$16.7K – – –
CI
3199
Clal Insurance
Israel
$16K +$16K +364 New
HEIP
3200
Hudson Edge Investment Partners
New Jersey
$15.4K – – –
126 127
128
129 130