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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
3326
Twin Lakes Capital Management
California
$10.3K -$42.2K -866 -81%
TFG
3327
Team Financial Group
California
$9.94K +$49 +1 +0.5%
CWM
3328
Cedar Wealth Management
California
$9.88K – – –
LB
3329
Legacy Bridge
Iowa
$9.34K +$976 +20 +12%
CAM
3330
Costello Asset Management
Pennsylvania
$9.33K -$11.9K -244 -57%
LFA
3331
LGT Financial Advisors
Texas
$9.09K -$49 -1 -0.6%
ETS
3332
ESL Trust Services
New York
$8.25K +$7.81K +160 New
WA
3333
WestEnd Advisors
North Carolina
$8.05K +$537 +11 +8%
AFWM
3334
Abich Financial Wealth Management
Virginia
$7.69K +$7.27K +149 New
DRP
3335
Decker Retirement Planning
Utah
$7.09K +$6.68K +137 New
PS
3336
PayPay Securities
Japan
$7.01K +$878 +18 +15%
CFP
3337
Comprehensive Financial Planning
Pennsylvania
$6.96K – – –
JFG
3338
JDM Financial Group
Texas
$6.96K +$6.59K +135 New
IWP
3339
IAG Wealth Partners
Wisconsin
$6.86K – – –
WCM
3340
Westend Capital Management
California
$6.71K +$6.34K +130 New
SC
3341
Swan Capital
Florida
$6.66K -$3.56K -73 -36%
EA
3342
Evolution Advisers
Virginia
$6K – – –
RJA
3343
Ross\Johnson & Associates
Minnesota
$5.57K – – –
TTIC
3344
Tower Trust & Investment Company
Iowa
$5.16K – – –
HIA
3345
HFM Investment Advisors
New Jersey
$4.85K +$98 +2 +2%
CJ
3346
Caitlin John
Michigan
$4.18K +$3.95K +81 New
PP
3347
PFS Partners
New Jersey
$3.9K -$1.46K -30 -28%
PA
3348
Pineridge Advisors
Missouri
$3.88K -$11K -225 -75%
TPBG
3349
Turning Point Benefit Group
Maryland
$3.55K +$3.42K +70 New
ORAM
3350
One River Asset Management
Connecticut
$3.31K +$3.17K +65 New
132 133
134
135 136