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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3326
HighMark Wealth Management
Minnesota
$50.6K -$3.66K -71 -6%
AP
3327
Aspect Partners
Virginia
$50.1K -$9.65K -187 -15%
BFS
3328
Bare Financial Services
Pennsylvania
$50.1K +$11.7K +227 +28%
MAM
3329
Meeder Asset Management
Ohio
$50.1K -$17.4K -338 -25%
MGI
3330
Miller Global Investments
Texas
$49.9K +$52.8K +1,024 New
PCTC
3331
Perkins Coie Trust Company
Washington
$49.6K – – –
EC
3332
Elequin Capital
New York
$49.4K +$45.2K +875 +629%
AWA
3333
Acumen Wealth Advisors
Tennessee
$49.4K – – –
3FI
3334
3 Factor Indexing
California
$49K +$51.9K +1,006 New
WPWM
3335
Western Pacific Wealth Management
Illinois
$48.9K – – –
FCT
3336
First Community Trust
Iowa
$48.8K – – –
MDA
3337
Minot DeBlois Advisors
Massachusetts
$48.8K – – –
MAM
3338
Marquette Asset Management
Minnesota
$48.8K +$8.15K +158 +19%
RWM
3339
Raffa Wealth Management
District of Columbia
$47.6K +$7.07K +137 +16%
WA
3340
Whipplewood Advisors
Colorado
$47.6K +$47.9K +928 +1,894%
VWA
3341
VSM Wealth Advisory
Maryland
$47.6K +$206 +4 +0.4%
NWMP
3342
Noble Wealth Management PBC
Colorado
$47.3K -$11.2K -217 -18%
SC
3343
Stance Capital
Massachusetts
$46.2K +$48.9K +948 New
RWS
3344
Retirement Wealth Solutions
Wisconsin
$46.1K +$206 +4 +0.4%
VR
3345
Vision Retirement
New Jersey
$46.1K +$52 +1 +0.1%
RWM
3346
Rialto Wealth Management
New York
$45.8K +$10.1K +195 +26%
MSFP
3347
Mark Sheptoff Financial Planning
Connecticut
$45.8K -$48.5K -940 -52%
HFS
3348
Hughes Financial Services
Virginia
$44.6K +$4.7K +91 +11%
SVWA
3349
Sarver Vrooman Wealth Advisors
Missouri
$44.6K – – –
FGA
3350
Fortis Group Advisors
New Jersey
$44.5K – – –
132 133
134
135 136