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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3376
RMG Wealth Management
Wisconsin
$30.5K -$1.14K -22 -4%
HIA
3377
HFM Investment Advisors
New Jersey
$30.3K -$206 -4 -0.6%
CFS
3378
CGC Financial Services
Oregon
$29.7K – – –
DWS
3379
Dynamic Wealth Strategies
California
$29.3K – – –
RCM
3380
Richardson Capital Management
Wisconsin
$29.3K – – –
IWS
3381
Intentional Wealth Strategies
Colorado
$28.8K +$30.4K +590 New
CF
3382
Collier Financial
Colorado
$28.5K +$52 +1 +0.2%
GK
3383
Graney & King
New York
$27.6K – – –
CW
3384
CrossGen Wealth
North Carolina
$27K +$155 +3 +0.5%
GI
3385
GS Investments
Minnesota
$26.9K +$2.17K +42 +8%
KSB
3386
Kennebec Savings Bank
Maine
$26.8K – – –
BC
3387
Bayforest Capital
United Kingdom
$26.7K +$28.2K +547 New
BWM
3388
Bernard Wealth Management
Michigan
$26.2K – – –
QWM
3389
Quaker Wealth Management
New Jersey
$25.6K -$5.83K -113 -18%
TM
3390
Torren Management
California
$25.4K -$258K -5,001 -91%
WAG
3391
Wiser Advisor Group
Arizona
$25.3K -$39K -755 -59%
GJIA
3392
Glass Jacobson Investment Advisors
Maryland
$25.2K +$7.79K +151 +41%
FS
3393
Financially Speaking
Colorado
$24.5K +$155 +3 +0.6%
WFA
3394
West Financial Advisors
Iowa
$24.2K – – –
CPL
3395
Capital & Planning LLC
Georgia
$24K +$25.4K +493 New
BGC
3396
Beutel, Goodman & Co
Ontario, Canada
$24K – – –
CAM
3397
Clarity Asset Management
Iowa
$23.3K +$155 +3 +0.6%
LWMI
3398
Legacy Wealth Management (Idaho)
Idaho
$22.8K +$8.41K +163 +53%
MAFA
3399
MJT & Associates Financial Advisory
Minnesota
$22.4K – – –
WA
3400
Walsh & Associates
Florida
$22.3K +$413 +8 +2%
134 135
136
137 138