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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3401
Bravera Wealth
North Dakota
$105K -$9.25K -174 -9%
TCM
3402
TD Capital Management
Tennessee
$105K +$266 +5 +0.3%
WAS
3403
Winch Advisory Services
Wisconsin
$104K +$5.16K +97 +6%
TC
3404
Trust Company
Kansas
$102K -$10.3K -194 -10%
JWM
3405
JPL Wealth Management
Colorado
$101K +$2.18K +41 +2%
FCMT
3406
Founders Capital Management (Texas)
Texas
$98.6K – – –
MIM
3407
Manitou Investment Management
Ontario, Canada
$98.3K – – –
MFS
3408
Montgomery Financial Services
Maryland
$97.8K +$91.3K +1,717 New
PAI
3409
Pittenger & Anderson Inc
Nebraska
$95.5K – – –
B
3410
Birchbrook
Maine
$95.2K +$106 +2 +0.1%
PMIM
3411
Prudent Man Investment Management
Colorado
$92.7K – – –
UFPG
3412
United Financial Planning Group
New York
$91.6K – – –
HC
3413
Hurley Capital
New York
$91.5K +$106 +2 +0.1%
SWIM
3414
Smallwood Wealth Investment Management
New Jersey
$90.7K -$16K -300 -16%
MAM
3415
Morse Asset Management
Connecticut
$88.8K -$1.31M -24,575 -94%
JGCM
3416
Joseph Group Capital Management
Ohio
$88.5K +$46.4K +873 +128%
EF
3417
Entrust Financial
Pennsylvania
$88.3K – – –
SEP
3418
Signature Equity Partners
Ohio
$87.9K -$1.49K -28 -2%
HPWM
3419
High Point Wealth Management
New Jersey
$87.5K +$213 +4 +0.3%
EFMH
3420
E Fund Management (HK)
Hong Kong
$87.2K +$46.3K +870 +132%
BFS
3421
Beacon Financial Strategies
North Carolina
$86.5K – – –
SSG
3422
Summit Securities Group
New York
$86.3K +$22.5K +423 +39%
VWM
3423
Valley Wealth Managers
New Jersey
$85.9K – – –
BFP
3424
Birchwood Financial Partners
Minnesota
$85.2K – – –
CMA
3425
Cedar Mountain Advisors
Oregon
$84.5K +$2.98K +56 +4%
135 136
137
138 139