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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3401
Quaker Wealth Management
New Jersey
$25.6K -$5.83K -113 -18%
TM
3402
Torren Management
California
$25.4K -$258K -5,001 -91%
WAG
3403
Wiser Advisor Group
Arizona
$25.3K -$39K -755 -59%
GJIA
3404
Glass Jacobson Investment Advisors
Maryland
$25.2K +$7.79K +151 +41%
FS
3405
Financially Speaking
Colorado
$24.5K +$155 +3 +0.6%
WFA
3406
West Financial Advisors
Iowa
$24.2K – – –
CPL
3407
Capital & Planning LLC
Georgia
$24K +$25.4K +493 New
BGC
3408
Beutel, Goodman & Co
Ontario, Canada
$24K – – –
CAM
3409
Clarity Asset Management
Iowa
$23.3K +$155 +3 +0.6%
LWMI
3410
Legacy Wealth Management (Idaho)
Idaho
$22.8K +$8.41K +163 +53%
MAFA
3411
MJT & Associates Financial Advisory
Minnesota
$22.4K – – –
WA
3412
Walsh & Associates
Florida
$22.3K +$413 +8 +2%
GWSA
3413
Global Wealth Strategies & Associates
Colorado
$22.2K +$2.84K +55 +14%
T2I
3414
Turim 21 Investimentos
Brazil
$21.8K +$23.1K +447 New
AF
3415
Abound Financial
California
$21.4K -$1.81K -35 -7%
W
3416
WealthCollab
Washington
$21.3K – – –
SWA
3417
Strategic Wealth Advisors
Arizona
$21K – – –
NWM
3418
Nova Wealth Management
Florida
$20.9K -$5.21K -101 -19%
NECFA
3419
New England Capital Financial Advisors
Connecticut
$20.8K +$103 +2 +0.5%
HFS
3420
Horizon Financial Services
North Carolina
$19.7K +$9.55K +185 +84%
SC
3421
Steph & Co
Wisconsin
$17.7K -$9.55K -185 -34%
WPA
3422
Wealth Preservation Advisors
Tennessee
$17.1K -$12.3K -238 -40%
CFG
3423
Clayton Financial Group
Missouri
$16.8K – – –
MPW
3424
MASECO Private Wealth
$16.4K +$17.4K +337 New
T
3425
Transce3nd
Texas
$16.1K -$929 -18 -5%
135 136
137
138 139