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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3401
True Wealth Design
Ohio
$86.7K +$3.7K +70 +5%
WWA
3402
Wealth Watch Advisors
Colorado
$85.7K -$4.49K -85 -5%
PWM
3403
Peck Wealth Management
New York
$85.3K – – –
CFM
3404
Cornerstone Financial Management
Massachusetts
$85.3K +$81.9K +1,550 New
BFS
3405
Beacon Financial Strategies
North Carolina
$83.5K +$80.3K +1,519 New
SEP
3406
Signature Equity Partners
Ohio
$83.4K +$80.2K +1,517 New
SG
3407
Sankala Group
Colorado
$82.4K +$87.4K +1,654 New
TWM
3408
Timmons Wealth Management
Massachusetts
$81.9K +$78.7K +1,489 New
BFPW
3409
BOK Financial Private Wealth
Colorado
$81.8K -$7.88K -149 -9%
AFC
3410
Ares Financial Consulting
California
$81.3K +$78.1K +1,477 New
OC
3411
Oakmont Corp
California
$80K – – –
HHMI
3412
Howard Hughes Medical Institute
Maryland
$79.7K -$740 -14 -1%
VWA
3413
Valued Wealth Advisors
Utah
$78.7K +$3.65K +69 +5%
MFT
3414
Moisand Fitzgerald Tamayo
Florida
$78.6K +$106 +2 +0.1%
FFL
3415
Financial Freedom LLC
Ohio
$76.8K +$159 +3 +0.2%
OW
3416
Olistico Wealth
Oklahoma
$76.6K +$73.6K +1,393 New
MAM
3417
Meeder Asset Management
Ohio
$75.1K -$4.39K -83 -6%
TCM
3418
Triumph Capital Management
Colorado
$74.7K +$71.8K +1,359 New
NFSG
3419
Newbridge Financial Services Group
Florida
$74.1K +$26.9K +508 +61%
BC
3420
Broadwater Capital
Massachusetts
$73.3K – – –
IIM
3421
IFC & Insurance Marketing
California
$72K +$69K +1,305 New
HNW
3422
High Note Wealth
Minnesota
$71.2K +$16.3K +309 +31%
JWM
3423
Jessup Wealth Management
Ohio
$70.5K +$67.8K +1,282 New
UFPG
3424
United Financial Planning Group
New York
$70.3K – – –
WAG
3425
Wiser Advisor Group
Arizona
$70.1K +$39.9K +755 +145%
135 136
137
138 139