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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3251
West Financial Advisors
Iowa
$23.5K – – –
FS
3252
Financially Speaking
Colorado
$23.4K +$20.8K +494 New
BGC
3253
Beutel, Goodman & Co
Ontario, Canada
$23K – – –
PP
3254
PrairieView Partners
Minnesota
$23K – – –
CAM
3255
Clarity Asset Management
Iowa
$22.2K +$84 +2 +0.4%
MAFA
3256
MJT & Associates Financial Advisory
Minnesota
$21.8K – – –
BC
3257
Bayforest Capital
United Kingdom
$20.8K +$10.4K +248 +130%
W
3258
WealthCollab
Washington
$20.7K – – –
DCM
3259
Dimension Capital Management
Florida
$20.3K +$18.1K +430 New
FLFS
3260
Family Legacy Financial Solutions
North Carolina
$20.3K +$18.1K +430 New
CAM
3261
Costello Asset Management
Pennsylvania
$20.1K – – –
NECFA
3262
New England Capital Financial Advisors
Connecticut
$20.1K +$42 +1 +0.2%
PWM
3263
Puff Wealth Management
New Jersey
$19.6K +$17.4K +413 New
RF
3264
Robbins Farley
New Hampshire
$18.9K – – –
IMC
3265
Investment Management Corporation
Virginia
$18.9K – – –
VWM
3266
Valley Wealth Managers
New Jersey
$18.5K +$13.8K +328 +513%
CB
3267
CNB Bank
Pennsylvania
$18.3K -$42 -1 -0.3%
IWM
3268
Inlight Wealth Management
Georgia
$18.2K – – –
CMA
3269
Cedar Mountain Advisors
Oregon
$16.9K +$42 +1 +0.3%
MAS
3270
MPWM Advisory Solutions
Georgia
$16.4K -$6.02K -143 -29%
CMP
3271
Coston McIsaac & Partners
Maine
$16K – – –
FGC
3272
Financial Gravity Companies
Texas
$15.9K +$14.1K +336 New
LWA
3273
Lowe Wealth Advisors
Maryland
$15.3K – – –
FF
3274
Friedenthal Financial
New Jersey
$15K +$13.3K +317 New
PA
3275
Pineridge Advisors
Missouri
$14.2K – – –
129 130
131
132 133