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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3251
Tanager Wealth Management
United Kingdom
$213K +$199K +3,742 New
2WWM
3252
21 West Wealth Management
California
$213K +$198K +3,731 New
EW
3253
Element Wealth
Mississippi
$212K +$198K +3,722 New
AAM
3254
Aureus Asset Management
Massachusetts
$212K +$198K +3,722 New
NEWAS
3255
N.E.W. Advisory Services
Wisconsin
$212K -$7.45K -140 -4%
ACA
3256
Ackerman Capital Advisors
Texas
$212K +$198K +3,716 New
CWAF
3257
Core Wealth Advisors (Florida)
Florida
$211K +$197K +3,710 New
EP
3258
Essential Partners
California
$211K -$42.9K -807 -18%
FCB
3259
First County Bank
Connecticut
$211K +$197K +3,708 New
I2I
3260
Insight 2811 Inc
Illinois
$211K +$197K +3,705 New
CWM
3261
Cabot Wealth Management
Massachusetts
$211K +$197K +3,696 New
HC
3262
Hara Capital
Washington
$210K – – –
FAM
3263
Frontier Asset Management
Wyoming
$210K +$196K +3,686 New
CTA
3264
Chesley Taft & Associates
Illinois
$210K +$196K +3,682 New
SSCA
3265
South Shore Capital Advisors
Massachusetts
$209K +$196K +3,677 New
WAM
3266
Worth Asset Management
Texas
$209K +$195K +3,673 New
TA
3267
Tactive Advisors
Florida
$209K +$195K +3,666 New
DFG
3268
DiPaolo Financial Group
Florida
$209K +$195K +3,661 New
CCP
3269
Carmel Capital Partners
California
$209K +$195K +3,660 New
FL
3270
FreeGulliver LLC
Louisiana
$208K +$194K +3,657 New
SIC
3271
SFE Investment Counsel
California
$208K +$194K +3,656 New
BWS
3272
Buck Wealth Strategies
Colorado
$208K +$194K +3,650 New
DA
3273
Drake & Associates
Wisconsin
$208K +$194K +3,649 New
CWR
3274
Chico Wealth RIA
California
$208K +$194K +3,646 New
VPWA
3275
Vestia Personal Wealth Advisors
Indiana
$208K +$194K +3,645 New
129 130
131
132 133