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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
3176
Iron Horse Wealth Management
Iowa
$24K – – –
NA
3177
Nordwand Advisors
Pennsylvania
$24K – – –
BWM
3178
Bernard Wealth Management
Michigan
$23.6K +$23.7K +538 New
DP
3179
Denver PWM
Colorado
$23K +$9.24K +210 +67%
TPW
3180
Talon Private Wealth
Florida
$23K +$44 +1 +0.2%
ZRP
3181
Zynergy Retirement Planning
New Jersey
$22.7K – – –
LWA
3182
Lowe Wealth Advisors
Maryland
$22.5K +$352 +8 +2%
VWWMG
3183
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K +$132 +3 +0.6%
PP
3184
PrairieView Partners
Minnesota
$22K +$44 +1 +0.2%
DMIC
3185
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22K +$22K +500 New
WFA
3186
West Financial Advisors
Iowa
$21.8K +$21.9K +497 New
FS
3187
Financially Speaking
Colorado
$21.5K +$21.5K +489 New
MAS
3188
MPWM Advisory Solutions
Georgia
$21.4K +$21.4K +487 New
PA
3189
Pineridge Advisors
Missouri
$21.3K +$4.71K +107 +28%
FDW
3190
Fourth Dimension Wealth
Ohio
$21K +$21K +478 New
CTB
3191
Country Trust Bank
Illinois
$20.9K -$25.4K -577 -55%
CAM
3192
Clarity Asset Management
Iowa
$20.4K +$132 +3 +0.6%
FIA
3193
FPC Investment Advisory
California
$20K +$19.1K +433 New
W
3194
WealthCollab
Washington
$19.2K -$22K -500 -53%
HGERS
3195
Householder Group Estate & Retirement Specialist
Arizona
$18K -$268K -6,096 -94%
RF
3196
Robbins Farley
New Hampshire
$17.6K – – –
CCM
3197
Campbell Capital Management
Florida
$17.6K +$17.6K +400 New
IMC
3198
Investment Management Corporation
Virginia
$17.5K +$17.6K +399 New
CTWM
3199
Cherry Tree Wealth Management
Minnesota
$17.4K +$572 +13 +3%
CB
3200
CNB Bank
Pennsylvania
$17.1K -$44 -1 -0.3%
126 127
128
129 130