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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3301
Valley Wealth Managers
New Jersey
$20.2K – – –
IWM
3302
Inlight Wealth Management
Georgia
$19.9K – – –
BHWM
3303
Bay Harbor Wealth Management
Maryland
$18.1K +$4.59K +94 +37%
CMP
3304
Coston McIsaac & Partners
Maine
$17K – – –
LWA
3305
Lowe Wealth Advisors
Maryland
$16.7K – – –
FF
3306
Friedenthal Financial
New Jersey
$16.4K – – –
SHIM
3307
Stone House Investment Management
Pennsylvania
$16K +$1.22K +25 +9%
CTWM
3308
Cherry Tree Wealth Management
Minnesota
$15K – – –
WA
3309
Westfuller Advisors
New York
$14.8K +$14K +286 New
RS
3310
Rakuten Securities
Japan
$14.5K -$12.3K -252 -47%
PWA
3311
Principia Wealth Advisory
Texas
$14K +$1.46K +30 +12%
NCM
3312
Northwest Capital Management
Oregon
$14K -$36.6K -750 -73%
MG
3313
MilWealth Group
Wisconsin
$13.9K – – –
APW
3314
Atlantic Private Wealth
North Carolina
$13.8K – – –
IA
3315
IFS Advisors
Kansas
$12.9K – – –
WW
3316
Winnow Wealth
Texas
$12.8K +$12.1K +247 New
FFA
3317
Frazier Financial Advisors
Ohio
$12.8K +$98 +2 +0.8%
T
3318
Transce3nd
Texas
$12.2K -$1.15M -23,606 -99%
HFS
3319
Horizon Financial Services
North Carolina
$12K +$7.51K +154 +197%
VWM
3320
Vermillion Wealth Management
Minnesota
$11.4K +$1.46K +30 +16%
VFM
3321
Vision Financial Markets
Connecticut
$11.3K +$49 +1 +0.5%
HAP
3322
Harbor Asset Planning
Massachusetts
$11.2K – – –
1IA
3323
1620 Investment Advisors
Massachusetts
$11.1K – – –
FG
3324
Fairman Group
Pennsylvania
$11.1K – – –
PAM
3325
Palisade Asset Management
Minnesota
$11.1K +$10.4K +214 New
131 132
133
134 135