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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3226
Morse Asset Management
Connecticut
$8.79K -$330K -7,500 -97%
BFS
3227
Bare Financial Services
Pennsylvania
$8.79K – – –
OW
3228
Olistico Wealth
Oklahoma
$8.79K – – –
VWM
3229
Vermillion Wealth Management
Minnesota
$8.35K +$8.36K +190 New
FWM
3230
FLP Wealth Management
Arkansas
$8.35K +$8.36K +190 New
CAWM
3231
Capital A Wealth Management
Pennsylvania
$8.09K +$8.1K +184 New
SC
3232
Swan Capital
Florida
$7.82K – – –
MCM
3233
Mainstream Capital Management
California
$7.6K +$7.61K +173 New
PWA
3234
Principia Wealth Advisory
Texas
$7.6K +$7.61K +173 New
SC
3235
Steph & Co
Wisconsin
$7.43K – – –
CMA
3236
Cedar Mountain Advisors
Oregon
$6.81K +$792 +18 +13%
PS
3237
PayPay Securities
Japan
$6.68K -$1.14K -26 -15%
LB
3238
Legacy Bridge
Iowa
$6.37K – – –
CFP
3239
Comprehensive Financial Planning
Pennsylvania
$5.93K +$5.94K +135 New
SC
3240
Stance Capital
Massachusetts
$5.89K +$5.9K +134 New
IWP
3241
IAG Wealth Partners
Wisconsin
$5.84K +$5.85K +133 New
SIM
3242
Synergy Investment Management
Florida
$5.71K +$5.72K +130 New
EA
3243
Evolution Advisers
Virginia
$5K – – –
ETS
3244
ESL Trust Services
New York
$4.83K – – –
NBT
3245
Northwest Bank & Trust
Iowa
$4.75K – – –
CWM
3246
Cedar Wealth Management
California
$4.62K – – –
PP
3247
PFS Partners
New Jersey
$4.61K +$44 +1 +1%
PPA
3248
Painted Porch Advisors
California
$4.39K – – –
CWM
3249
Consultiva Wealth Management
Puerto Rico
$4.39K +$4.4K +100 New
RJA
3250
Ross\Johnson & Associates
Minnesota
$4.39K +$4.4K +100 New
128 129
130
131 132