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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
3226
Front Row Advisors
California
$32.7K -$6.56K -156 -18%
VIS
3227
Vega Investment Solutions
France
$32.3K – – –
WPA
3228
Wealth Preservation Advisors
Tennessee
$32.2K +$9.38K +223 +49%
MWM
3229
Mascoma Wealth Management
New Hampshire
$30.6K – – –
1M
3230
1248 Management
Missouri
$29.9K -$30.7K -729 -54%
RWM
3231
Raffa Wealth Management
District of Columbia
$29.6K -$5.01K -119 -16%
HWP
3232
Highline Wealth Partners
California
$29.4K -$22.6K -536 -46%
CFS
3233
CGC Financial Services
Oregon
$28.9K +$21.9K +521 +585%
DWS
3234
Dynamic Wealth Strategies
California
$28.4K – – –
RCM
3235
Richardson Capital Management
Wisconsin
$28.4K – – –
PCM
3236
Penserra Capital Management
California
$28K – – –
TWD
3237
True Wealth Design
Ohio
$28K -$96.3K -2,288 -79%
RWM
3238
RMG Wealth Management
Wisconsin
$27.7K +$24.7K +588 New
GK
3239
Graney & King
New York
$26.8K – – –
MAM
3240
Morse Asset Management
Connecticut
$26.5K +$8.63K +205 +58%
KSB
3241
Kennebec Savings Bank
Maine
$26K – – –
PWM
3242
Proathlete Wealth Management
Florida
$25.5K +$1.6K +38 +8%
BWM
3243
Bernard Wealth Management
Michigan
$25.5K -$2.44K -58 -10%
RS
3244
Rakuten Securities
Japan
$25.3K -$141K -3,356 -86%
NWM
3245
Nova Wealth Management
Florida
$25K +$9.55K +227 +75%
GJIA
3246
Glass Jacobson Investment Advisors
Maryland
$24.8K -$11.5K -273 -34%
QWM
3247
Quaker Wealth Management
New Jersey
$24.7K +$22K +523 New
VWWMG
3248
Vermillion & White Wealth Management Group
Pennsylvania
$24.3K +$84 +2 +0.4%
KG
3249
Kilter Group
New York
$23.9K +$21.2K +504 New
OWP
3250
ORG Wealth Partners
Texas
$23.7K -$72.7K -1,729 -78%
128 129
130
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