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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
3376
1 North Wealth Services
Maryland
$115K – – –
TC
3377
Tacita Capital
Ontario, Canada
$114K – – –
AW
3378
Avion Wealth
Texas
$114K -$2.33K -44 -2%
FPF
3379
First Pacific Financial
Washington
$114K +$53 +1 +0%
RIP
3380
RAM Investment Partners
Washington
$113K +$109K +2,060 New
STB
3381
S&T Bank
Pennsylvania
$111K +$3.59K +68 +3%
RF
3382
Roxbury Financial
New Jersey
$111K -$10.1K -191 -9%
BW
3383
Bravera Wealth
North Dakota
$111K +$107K +2,016 New
BL
3384
BFSG LLC
California
$110K – – –
PW
3385
Pandora Wealth
Illinois
$110K – – –
AF
3386
Align Financial
Minnesota
$110K +$5.81M +110,000 New
TC
3387
Trust Company
Kansas
$109K +$25.4K +480 +32%
GCM
3388
Gunpowder Capital Management
Maryland
$109K +$105K +1,980 New
SRCM
3389
Signature Resources Capital Management
California
$106K +$3.7K +70 +4%
MMCM
3390
Murphy & Mullick Capital Management
New York
$106K -$34.4K -650 -25%
BW
3391
Basepoint Wealth
Iowa
$106K +$102K +1,921 New
SWIM
3392
Smallwood Wealth Investment Management
New Jersey
$104K +$15.9K +300 +19%
DFA
3393
DHJJ Financial Advisors
Illinois
$104K – – –
FNWA
3394
Financial Network Wealth Advisors
Utah
$104K -$634 -12 -0.6%
TCM
3395
TD Capital Management
Tennessee
$100K +$264 +5 +0.3%
DSC
3396
Daytona Street Capital
Missouri
$99.9K +$96K +1,817 New
HC
3397
Hurley Capital
New York
$99.6K +$10.3K +194 +12%
MSFP
3398
Mark Sheptoff Financial Planning
Connecticut
$99.1K +$49.7K +940 +109%
CW
3399
Curio Wealth
Maryland
$95K +$89.1K +1,685 +42,125%
WSC
3400
Wellington Shields & Co
New York
$95K – – –
134 135
136
137 138