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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3176
Bay Harbor Wealth Management
Maryland
$7.93K +$5.84K +131 +222%
SC
3177
Swan Capital
Florida
$7.45K – – –
UIC
3178
Uniplan Investment Counsel
Wisconsin
$7.16K +$7.62K +171 New
SC
3179
Steph & Co
Wisconsin
$7.05K – – –
APW
3180
Atlantic Private Wealth
North Carolina
$6.93K +$7.4K +166 New
EWA
3181
EQ Wealth Advisors
Texas
$6.34K +$6.77K +152 New
LB
3182
Legacy Bridge
Iowa
$6.05K – – –
CFP
3183
Comprehensive Financial Planning
Pennsylvania
$5.63K – – –
IWP
3184
IAG Wealth Partners
Wisconsin
$5.55K – – –
OCM
3185
Osterweis Capital Management
California
$5.42K +$5.79K +130 New
SIM
3186
Synergy Investment Management
Florida
$5.42K – – –
EA
3187
Evolution Advisers
Virginia
$5K – – –
PS
3188
PayPay Securities
Japan
$4.97K -$1.47K -33 -22%
ETS
3189
ESL Trust Services
New York
$4.59K – – –
RJA
3190
Ross\Johnson & Associates
Minnesota
$4.51K +$356 +8 +8%
PP
3191
PFS Partners
New Jersey
$4.41K +$45 +1 +1%
CWM
3192
Cedar Wealth Management
California
$4.38K – – –
SSG
3193
Summit Securities Group
New York
$4.17K -$793K -17,800 -99%
SIS
3194
Strategic Investment Solutions
Illinois
$4.17K – – –
PPWM
3195
PFG Private Wealth Management
Florida
$4.08K – – –
TTIC
3196
Tower Trust & Investment Company
Iowa
$3.99K +$4.46K +100 New
LWMI
3197
Legacy Wealth Management (Idaho)
Idaho
$3.71K – – –
CFS
3198
CGC Financial Services
Oregon
$3.71K +$45 +1 +1%
VWM
3199
Valley Wealth Managers
New Jersey
$2.67K – – –
PWA
3200
Principia Wealth Advisory
Texas
$2.34K -$4.9K -110 -64%
126 127
128
129 130