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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3251
Basepoint Wealth
Iowa
$93.9K +$258 +5 +0.3%
ACM
3252
Anfield Capital Management
California
$93.9K +$89.3K +1,731 +888%
PMIM
3253
Prudent Man Investment Management
Colorado
$92.7K – – –
BIA
3254
Bell Investment Advisors
California
$92.5K -$27.5K -532 -22%
SWIM
3255
Smallwood Wealth Investment Management
New Jersey
$92.2K – – –
DFA
3256
DHJJ Financial Advisors
Illinois
$92.1K – – –
RF
3257
Roxbury Financial
New Jersey
$90.4K -$8.51K -165 -8%
DSC
3258
Daytona Street Capital
Missouri
$89.8K – – –
TCM
3259
TD Capital Management
Tennessee
$89.3K +$310 +6 +0.3%
WSA
3260
Wealth Science Advisors
Georgia
$89.3K +$83.8K +1,623 New
GCA
3261
Gallagher Capital Advisors
Texas
$89.1K +$2.22K +43 +0.4%
C
3262
Covestor
United Kingdom
$85K -$46.4K -900 -34%
JWM
3263
JPL Wealth Management
Colorado
$84.8K +$89.7K +1,739 New
WAS
3264
Winch Advisory Services
Wisconsin
$84.4K +$516 +10 +0.6%
FCMT
3265
Founders Capital Management (Texas)
Texas
$84.4K -$141K -2,739 -61%
WSC
3266
Wellington Shields & Co
New York
$84.2K – – –
MIM
3267
Manitou Investment Management
Ontario, Canada
$84.1K – – –
PAI
3268
Pittenger & Anderson Inc
Nebraska
$81.7K – – –
B
3269
Birchbrook
Maine
$81.4K +$619 +12 +0.7%
SG
3270
Sankala Group
Colorado
$79.1K – – –
UFPG
3271
United Financial Planning Group
New York
$78.3K +$17K +329 +26%
HC
3272
Hurley Capital
New York
$78.2K -$10.7K -207 -11%
SEP
3273
Signature Equity Partners
Ohio
$76.6K +$2.79K +54 +4%
TLFA
3274
True Link Financial Advisors
California
$75.6K +$80K +1,550 New
EF
3275
Entrust Financial
Pennsylvania
$75.5K -$4.8K -93 -6%
129 130
131
132 133