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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3401
Manitou Investment Management
Ontario, Canada
$94.9K – – –
WAS
3402
Winch Advisory Services
Wisconsin
$94.7K +$423 +8 +0.5%
BFP
3403
Birchwood Financial Partners
Minnesota
$94K +$90.3K +1,709 New
PMIM
3404
Prudent Man Investment Management
Colorado
$92.7K +$5.55K +105 +7%
PAI
3405
Pittenger & Anderson Inc
Nebraska
$92.2K – – –
B
3406
Birchbrook
Maine
$91.1K +$4.76K +90 +6%
EF
3407
Entrust Financial
Pennsylvania
$90.3K +$86.8K +1,642 New
TWD
3408
True Wealth Design
Ohio
$86.7K +$3.7K +70 +5%
WWA
3409
Wealth Watch Advisors
Colorado
$85.7K -$4.49K -85 -5%
PWM
3410
Peck Wealth Management
New York
$85.3K – – –
CFM
3411
Cornerstone Financial Management
Massachusetts
$85.3K +$81.9K +1,550 New
BFS
3412
Beacon Financial Strategies
North Carolina
$83.5K +$80.3K +1,519 New
SEP
3413
Signature Equity Partners
Ohio
$83.4K +$80.2K +1,517 New
SG
3414
Sankala Group
Colorado
$82.4K +$87.4K +1,654 New
TWM
3415
Timmons Wealth Management
Massachusetts
$81.9K +$78.7K +1,489 New
BFPW
3416
BOK Financial Private Wealth
Colorado
$81.8K -$7.88K -149 -9%
AFC
3417
Ares Financial Consulting
California
$81.3K +$78.1K +1,477 New
OC
3418
Oakmont Corp
California
$80K – – –
HHMI
3419
Howard Hughes Medical Institute
Maryland
$79.7K -$740 -14 -1%
VWA
3420
Valued Wealth Advisors
Utah
$78.7K +$3.65K +69 +5%
MFT
3421
Moisand Fitzgerald Tamayo
Florida
$78.6K +$106 +2 +0.1%
FFL
3422
Financial Freedom LLC
Ohio
$76.8K +$159 +3 +0.2%
OW
3423
Olistico Wealth
Oklahoma
$76.6K +$73.6K +1,393 New
MAM
3424
Meeder Asset Management
Ohio
$75.1K -$4.39K -83 -6%
TCM
3425
Triumph Capital Management
Colorado
$74.7K +$71.8K +1,359 New
135 136
137
138 139