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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
3276
High Point Wealth Management
New Jersey
$74.7K +$26.1K +506 +49%
BFS
3277
Beacon Financial Strategies
North Carolina
$74K – – –
VWM
3278
Valley Wealth Managers
New Jersey
$73.5K +$57.6K +1,116 +285%
BC
3279
Broadwater Capital
Massachusetts
$73.3K – – –
BFP
3280
Birchwood Financial Partners
Minnesota
$72.9K -$11K -214 -13%
TWM
3281
Timmons Wealth Management
Massachusetts
$72.6K – – –
TCM
3282
Triumph Capital Management
Colorado
$72.2K +$6.35K +123 +9%
VWA
3283
Valued Wealth Advisors
Utah
$71.7K +$2.12K +41 +3%
DWM
3284
Dogwood Wealth Management
Kansas
$71.5K +$18.8K +365 +33%
OC
3285
Oakmont Corp
California
$70.9K – – –
CW
3286
Curio Wealth
Maryland
$70.2K -$12.9K -250 -15%
MFT
3287
Moisand Fitzgerald Tamayo
Florida
$69.7K +$52 +1 +0.1%
CMA
3288
Cedar Mountain Advisors
Oregon
$69.6K +$36.5K +707 +98%
FFL
3289
Financial Freedom LLC
Ohio
$68.3K +$206 +4 +0.3%
PWM
3290
Peck Wealth Management
New York
$68.3K -$7.74K -150 -10%
Q1WB
3291
Quest 10 Wealth Builders
Virginia
$68.1K +$16.5K +319 +30%
OW
3292
Olistico Wealth
Oklahoma
$67.9K – – –
PUI
3293
Purpose Unlimited Inc
$65.4K +$8.36K +162 +14%
KG
3294
Kilter Group
New York
$64.3K +$2.84K +55 +4%
TSMHT
3295
Thurston Springer Miller Herd & Titak
Indiana
$63.4K -$94.1K -1,823 -58%
HNW
3296
High Note Wealth
Minnesota
$63.3K +$103 +2 +0.2%
BL
3297
Balentine LLC
Georgia
$63.1K +$1.39K +27 +2%
MCA
3298
McGuire Capital Advisors
Oklahoma
$62.8K +$2.12K +41 +3%
1CP
3299
1015 Capital Partners
Pennsylvania
$61.7K +$206 +4 +0.3%
LAM
3300
LOM Asset Management
$60.9K – – –
130 131
132
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