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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3376
Bravera Wealth
North Dakota
$111K +$107K +2,016 New
BL
3377
BFSG LLC
California
$110K – – –
PW
3378
Pandora Wealth
Illinois
$110K – – –
AF
3379
Align Financial
Minnesota
$110K +$5.81M +110,000 New
TC
3380
Trust Company
Kansas
$109K +$25.4K +480 +32%
GCM
3381
Gunpowder Capital Management
Maryland
$109K +$105K +1,980 New
SRCM
3382
Signature Resources Capital Management
California
$106K +$3.7K +70 +4%
MMCM
3383
Murphy & Mullick Capital Management
New York
$106K -$34.4K -650 -25%
BW
3384
Basepoint Wealth
Iowa
$106K +$102K +1,921 New
SWIM
3385
Smallwood Wealth Investment Management
New Jersey
$104K +$15.9K +300 +19%
DFA
3386
DHJJ Financial Advisors
Illinois
$104K – – –
FNWA
3387
Financial Network Wealth Advisors
Utah
$104K -$634 -12 -0.6%
TCM
3388
TD Capital Management
Tennessee
$100K +$264 +5 +0.3%
DSC
3389
Daytona Street Capital
Missouri
$99.9K +$96K +1,817 New
HC
3390
Hurley Capital
New York
$99.6K +$10.3K +194 +12%
MSFP
3391
Mark Sheptoff Financial Planning
Connecticut
$99.1K +$49.7K +940 +109%
CW
3392
Curio Wealth
Maryland
$95K +$89.1K +1,685 +42,125%
WSC
3393
Wellington Shields & Co
New York
$95K – – –
MIM
3394
Manitou Investment Management
Ontario, Canada
$94.9K – – –
WAS
3395
Winch Advisory Services
Wisconsin
$94.7K +$423 +8 +0.5%
BFP
3396
Birchwood Financial Partners
Minnesota
$94K +$90.3K +1,709 New
PMIM
3397
Prudent Man Investment Management
Colorado
$92.7K +$5.55K +105 +7%
PAI
3398
Pittenger & Anderson Inc
Nebraska
$92.2K – – –
B
3399
Birchbrook
Maine
$91.1K +$4.76K +90 +6%
EF
3400
Entrust Financial
Pennsylvania
$90.3K +$86.8K +1,642 New
134 135
136
137 138