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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
3201
Western Pacific Wealth Management
Illinois
$47.5K -$148K -3,519 -78%
FCT
3202
First Community Trust
Iowa
$47.3K -$8.41K -200 -17%
MDA
3203
Minot DeBlois Advisors
Massachusetts
$47.3K -$5.22K -124 -11%
PCC
3204
Park Circle Company
Maryland
$47.3K – – –
SC
3205
Stephens Consulting
Michigan
$47.2K -$45K -1,069 -52%
HNW
3206
High Note Wealth
Minnesota
$45.8K -$2.1K -50 -5%
MSFP
3207
Mark Sheptoff Financial Planning
Connecticut
$44.9K +$3.66K +87 +10%
RWS
3208
Retirement Wealth Solutions
Wisconsin
$44.5K – – –
SVWA
3209
Sarver Vrooman Wealth Advisors
Missouri
$44.3K – – –
FGA
3210
Fortis Group Advisors
New Jersey
$43.2K – – –
SHM
3211
Sagard Holdings Management
Ontario, Canada
$42.4K +$37.7K +897 New
TIM
3212
Total Investment Management
Arizona
$40.5K +$36K +856 New
AIA
3213
Aventus Investment Advisors
Florida
$40K +$35.5K +845 New
RTL
3214
Red Tortoise LLC
Georgia
$39.3K – – –
DWM
3215
Dogwood Wealth Management
Kansas
$38.6K -$639K -15,184 -95%
GC
3216
GFG Capital
Florida
$38.6K -$1.11M -26,450 -97%
MDCM
3217
Morgan Dempsey Capital Management
Wisconsin
$37.9K – – –
RF
3218
Robinswood Financial
Washington
$37.6K – – –
CWM
3219
Cranbrook Wealth Management
Michigan
$37K -$11.2K -267 -25%
SAS
3220
Spurstone Advisory Services
Connecticut
$36.9K – – –
TLA
3221
Tanglewood Legacy Advisors
Texas
$36.7K – – –
GFL
3222
Granite FO LLC
New Hampshire
$36.5K – – –
WTFG
3223
Wood Tarver Financial Group
Idaho
$36K -$4.5K -107 -12%
BGA
3224
Battery Global Advisors
Massachusetts
$35.6K +$168 +4 +0.5%
PFSC
3225
Peoples Financial Services Corp
Pennsylvania
$33.5K – – –
127 128
129
130 131