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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
3226
Grey Fox Wealth Advisors
Delaware
$55.4K +$52.4K +1,075 New
TCM
3227
TruNorth Capital Management
Michigan
$54.9K – – –
PCTC
3228
Perkins Coie Trust Company
Washington
$52.5K – – –
UOIF
3229
University of Illinois Foundation
Illinois
$52.3K -$2.63K -54 -5%
PIS
3230
POM Investment Strategies
North Carolina
$51.9K – – –
WPWM
3231
Western Pacific Wealth Management
Illinois
$51.7K – – –
FCT
3232
First Community Trust
Iowa
$51.6K – – –
MDA
3233
Minot DeBlois Advisors
Massachusetts
$51.6K – – –
HNW
3234
High Note Wealth
Minnesota
$50.9K +$878 +18 +2%
VWA
3235
VSM Wealth Advisory
Maryland
$50.6K -$34K -696 -42%
DWM
3236
Dogwood Wealth Management
Kansas
$48.9K +$6.34K +130 +16%
RWS
3237
Retirement Wealth Solutions
Wisconsin
$48.6K +$49 +1 +0.1%
SVWA
3238
Sarver Vrooman Wealth Advisors
Missouri
$48.3K – – –
FGA
3239
Fortis Group Advisors
New Jersey
$47.1K – – –
SHM
3240
Sagard Holdings Management
Ontario, Canada
$46.3K – – –
MSFP
3241
Mark Sheptoff Financial Planning
Connecticut
$44.5K -$4.24K -87 -9%
NFSG
3242
Newbridge Financial Services Group
Florida
$43.3K -$448K -9,190 -92%
HFS
3243
Hughes Financial Services
Virginia
$43.3K -$115K -2,348 -74%
KFP
3244
Kerr Financial Planning
California
$43.2K +$40.3K +826 New
RTL
3245
Red Tortoise LLC
Georgia
$42.8K – – –
KG
3246
Kilter Group
New York
$42.1K +$15.2K +312 +62%
RF
3247
Robinswood Financial
Washington
$41K – – –
SAS
3248
Spurstone Advisory Services
Connecticut
$40.2K – – –
TLA
3249
Tanglewood Legacy Advisors
Texas
$40K – – –
GFL
3250
Granite FO LLC
New Hampshire
$39.8K – – –
128 129
130
131 132