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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
3201
Minot DeBlois Advisors
Massachusetts
$47.3K -$5.22K -124 -11%
PCC
3202
Park Circle Company
Maryland
$47.3K – – –
SC
3203
Stephens Consulting
Michigan
$47.2K -$45K -1,069 -52%
HNW
3204
High Note Wealth
Minnesota
$45.8K -$2.1K -50 -5%
MSFP
3205
Mark Sheptoff Financial Planning
Connecticut
$44.9K +$3.66K +87 +10%
RWS
3206
Retirement Wealth Solutions
Wisconsin
$44.5K – – –
SVWA
3207
Sarver Vrooman Wealth Advisors
Missouri
$44.3K – – –
FGA
3208
Fortis Group Advisors
New Jersey
$43.2K – – –
SHM
3209
Sagard Holdings Management
Ontario, Canada
$42.4K +$37.7K +897 New
TIM
3210
Total Investment Management
Arizona
$40.5K +$36K +856 New
AIA
3211
Aventus Investment Advisors
Florida
$40K +$35.5K +845 New
RTL
3212
Red Tortoise LLC
Georgia
$39.3K – – –
DWM
3213
Dogwood Wealth Management
Kansas
$38.6K -$639K -15,184 -95%
GC
3214
GFG Capital
Florida
$38.6K -$1.11M -26,450 -97%
MDCM
3215
Morgan Dempsey Capital Management
Wisconsin
$37.9K – – –
RF
3216
Robinswood Financial
Washington
$37.6K – – –
CWM
3217
Cranbrook Wealth Management
Michigan
$37K -$11.2K -267 -25%
SAS
3218
Spurstone Advisory Services
Connecticut
$36.9K – – –
TLA
3219
Tanglewood Legacy Advisors
Texas
$36.7K – – –
GFL
3220
Granite FO LLC
New Hampshire
$36.5K – – –
WTFG
3221
Wood Tarver Financial Group
Idaho
$36K -$4.5K -107 -12%
BGA
3222
Battery Global Advisors
Massachusetts
$35.6K +$168 +4 +0.5%
PFSC
3223
Peoples Financial Services Corp
Pennsylvania
$33.5K – – –
APW
3224
Acima Private Wealth
Virginia
$33.4K +$29.7K +706 New
HCM
3225
Horrell Capital Management
Arkansas
$32.7K -$1.13M -26,830 -97%
127 128
129
130 131