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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3301
Kiker Wealth Management
Georgia
$7.57K -$2.1K -50 -24%
EWA
3302
EQ Wealth Advisors
Texas
$7.2K – – –
WA
3303
WestEnd Advisors
North Carolina
$6.86K -$2.15K -51 -26%
CFP
3304
Comprehensive Financial Planning
Pennsylvania
$6.39K – – –
IWP
3305
IAG Wealth Partners
Wisconsin
$6.29K – – –
PPA
3306
Painted Porch Advisors
California
$5.82K -$11.9K -284 -70%
PS
3307
PayPay Securities
Japan
$5.58K -$42 -1 -0.8%
RJA
3308
Ross\Johnson & Associates
Minnesota
$5.11K – – –
PP
3309
PFS Partners
New Jersey
$5.03K – – –
EA
3310
Evolution Advisers
Virginia
$5K – – –
TTIC
3311
Tower Trust & Investment Company
Iowa
$4.73K – – –
HIA
3312
HFM Investment Advisors
New Jersey
$4.35K +$2.48K +59 +179%
HFS
3313
Horizon Financial Services
North Carolina
$3.69K +$1.81K +43 +123%
CIAM
3314
Caitong International Asset Management
Hong Kong
$2.46K +$2.19K +52 New
PCM
3315
Perritt Capital Management
Illinois
$2.08K – – –
LWMI
3316
Legacy Wealth Management (Idaho)
Idaho
$1.85K -$2.1K -50 -56%
LIS
3317
Legacy Investment Solutions
Idaho
$1.85K +$1.64K +39 New
DWA
3318
Delos Wealth Advisors
Texas
$1.56K +$1.39K +33 New
ACM
3319
Anfield Capital Management
California
$1.37K -$7.57K -180 -86%
DF
3320
DecisionPoint Financial
Arizona
$1.35K +$1.18K +28 New
EPW
3321
Evergreen Private Wealth
Colorado
$615 – – –
LFA
3322
Legend Financial Advisors
Pennsylvania
$558 +$505 +12 New
AIM
3323
Alphinity Investment Management
Australia
– -$785M -18,816,185 Closed
EC
3324
Eminence Capital
New York
– -$113M -2,698,949 Closed
MIM
3325
MetLife Investment Management
New Jersey
– -$71.8M -1,720,517 Closed
131 132
133
134 135