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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3376
Dogwood Wealth Management
Kansas
$106K +$21.1K +396 +27%
TCM
3377
Triumph Capital Management
Colorado
$106K +$19.9K +374 +25%
BHWM
3378
Bay Harbor Wealth Management
Maryland
$105K +$62.3K +1,171 +172%
BW
3379
Bravera Wealth
North Dakota
$105K -$9.25K -174 -9%
TCM
3380
TD Capital Management
Tennessee
$105K +$266 +5 +0.3%
WAS
3381
Winch Advisory Services
Wisconsin
$104K +$5.16K +97 +6%
TC
3382
Trust Company
Kansas
$102K -$10.3K -194 -10%
JWM
3383
JPL Wealth Management
Colorado
$101K +$2.18K +41 +2%
FCMT
3384
Founders Capital Management (Texas)
Texas
$98.6K – – –
MIM
3385
Manitou Investment Management
Ontario, Canada
$98.3K – – –
MFS
3386
Montgomery Financial Services
Maryland
$97.8K +$91.3K +1,717 New
PAI
3387
Pittenger & Anderson Inc
Nebraska
$95.5K – – –
B
3388
Birchbrook
Maine
$95.2K +$106 +2 +0.1%
PMIM
3389
Prudent Man Investment Management
Colorado
$92.7K – – –
UFPG
3390
United Financial Planning Group
New York
$91.6K – – –
HC
3391
Hurley Capital
New York
$91.5K +$106 +2 +0.1%
SWIM
3392
Smallwood Wealth Investment Management
New Jersey
$90.7K -$16K -300 -16%
MAM
3393
Morse Asset Management
Connecticut
$88.8K -$1.31M -24,575 -94%
JGCM
3394
Joseph Group Capital Management
Ohio
$88.5K +$46.4K +873 +128%
EF
3395
Entrust Financial
Pennsylvania
$88.3K – – –
SEP
3396
Signature Equity Partners
Ohio
$87.9K -$1.49K -28 -2%
HPWM
3397
High Point Wealth Management
New Jersey
$87.5K +$213 +4 +0.3%
EFMH
3398
E Fund Management (HK)
Hong Kong
$87.2K +$46.3K +870 +132%
BFS
3399
Beacon Financial Strategies
North Carolina
$86.5K – – –
SSG
3400
Summit Securities Group
New York
$86.3K +$22.5K +423 +39%
134 135
136
137 138