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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
3276
USA Financial Formulas
Michigan
$13.9K -$654K -15,549 -98%
CTWM
3277
Cherry Tree Wealth Management
Minnesota
$13.7K -$9.68K -230 -44%
SHIM
3278
Stone House Investment Management
Pennsylvania
$13.5K +$84 +2 +0.7%
MPW
3279
MASECO Private Wealth
$13.5K +$12K +285 New
MG
3280
MilWealth Group
Wisconsin
$12.8K – – –
APW
3281
Atlantic Private Wealth
North Carolina
$12.6K +$4.25K +101 +61%
BHWM
3282
Bay Harbor Wealth Management
Maryland
$12.1K +$2.78K +66 +35%
BFS
3283
Bare Financial Services
Pennsylvania
$11.9K +$2.19K +52 +26%
IA
3284
IFS Advisors
Kansas
$11.8K – – –
FFA
3285
Frazier Financial Advisors
Ohio
$11.6K -$2.23K -53 -18%
PWA
3286
Principia Wealth Advisory
Texas
$11.5K +$7.53K +179 +284%
CAWM
3287
Capital A Wealth Management
Pennsylvania
$11.3K +$3.62K +86 +35%
HAP
3288
Harbor Asset Planning
Massachusetts
$10.3K +$9.17K +218 New
VFM
3289
Vision Financial Markets
Connecticut
$10.3K – – –
1IA
3290
1620 Investment Advisors
Massachusetts
$10.2K -$2.57K -61 -22%
FG
3291
Fairman Group
Pennsylvania
$10.2K – – –
SC
3292
Swan Capital
Florida
$9.56K +$1.01K +24 +13%
TFG
3293
Team Financial Group
California
$9.07K +$8.08K +192 New
CWM
3294
Cedar Wealth Management
California
$9.06K +$3.62K +86 +82%
VWM
3295
Vermillion Wealth Management
Minnesota
$9K – – –
LFA
3296
LGT Financial Advisors
Texas
$8.36K +$5.76K +137 +343%
SC
3297
Steph & Co
Wisconsin
$8K – – –
LB
3298
Legacy Bridge
Iowa
$7.62K +$673 +16 +11%
KWM
3299
Kiker Wealth Management
Georgia
$7.57K -$2.1K -50 -24%
EWA
3300
EQ Wealth Advisors
Texas
$7.2K – – –
130 131
132
133 134