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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
3251
Spurstone Advisory Services
Connecticut
$40.2K – – –
TLA
3252
Tanglewood Legacy Advisors
Texas
$40K – – –
GFL
3253
Granite FO LLC
New Hampshire
$39.8K – – –
HWP
3254
Highline Wealth Partners
California
$39.6K +$7.12K +146 +24%
BGA
3255
Battery Global Advisors
Massachusetts
$39K +$195 +4 +0.5%
RWM
3256
Raffa Wealth Management
District of Columbia
$38.4K +$5.85K +120 +19%
AIA
3257
Aventus Investment Advisors
Florida
$38.2K -$5.12K -105 -12%
BFS
3258
Bare Financial Services
Pennsylvania
$37.4K +$23K +472 +187%
CMA
3259
Cedar Mountain Advisors
Oregon
$37.1K +$17.7K +362 +101%
PFSC
3260
Peoples Financial Services Corp
Pennsylvania
$36.5K – – –
OCM
3261
Osterweis Capital Management
California
$36.5K +$34.5K +707 New
APW
3262
Acima Private Wealth
Virginia
$36.4K – – –
FRA
3263
Front Row Advisors
California
$35.6K – – –
HCM
3264
Horrell Capital Management
Arkansas
$35.6K – – –
MWM
3265
Mascoma Wealth Management
New Hampshire
$33.4K – – –
MDCM
3266
Morgan Dempsey Capital Management
Wisconsin
$32.8K -$8.05K -165 -21%
1M
3267
1248 Management
Missouri
$32.6K – – –
CFS
3268
CGC Financial Services
Oregon
$31.5K – – –
PCM
3269
Penserra Capital Management
California
$31K +$293 +6 +1%
DWS
3270
Dynamic Wealth Strategies
California
$31K – – –
RCM
3271
Richardson Capital Management
Wisconsin
$31K – – –
MHIP
3272
Mountain Hill Investment Partners
New Jersey
$31K +$29.3K +600 New
WPA
3273
Wealth Preservation Advisors
Tennessee
$30.8K -$4.1K -84 -12%
PSFG
3274
Park Square Financial Group
Georgia
$30.5K -$119K -2,429 -80%
MAM
3275
Marquette Asset Management
Minnesota
$30.3K +$28.7K +588 New
129 130
131
132 133