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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
3451
Kroeger Financial Partners
California
$65.2K +$60.9K +1,145 New
MCA
3452
McGuire Capital Advisors
Oklahoma
$63.9K -$8.83K -166 -13%
BC
3453
Bayforest Capital
United Kingdom
$63.9K +$30.5K +574 +105%
VIS
3454
Vega Investment Solutions
France
$63.9K +$59.6K +1,121 New
FMTCOCP
3455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K – – –
SMFG
3456
Sumitomo Mitsui Financial Group
Japan
$62.7K +$58.5K +1,100 New
SC
3457
Stance Capital
Massachusetts
$62.3K +$7.71K +145 +15%
CRI
3458
Commonwealth Retirement Investments
Virginia
$62.1K +$58K +1,090 New
APW
3459
Atlantic Private Wealth
North Carolina
$60.5K – – –
QWM
3460
Quaker Wealth Management
New Jersey
$60K +$28K +526 +100%
AP
3461
Aspect Partners
Virginia
$58.6K – – –
HNW
3462
High Note Wealth
Minnesota
$58.4K -$14.5K -272 -21%
PCTC
3463
Perkins Coie Trust Company
Washington
$57.9K – – –
AWA
3464
Acumen Wealth Advisors
Tennessee
$57.7K – – –
NWMP
3465
Noble Wealth Management PBC
Colorado
$57.4K +$2.02K +38 +4%
CTB
3466
Country Trust Bank
Illinois
$57.4K -$2.18K -41 -4%
3FI
3467
3 Factor Indexing
California
$57.3K – – –
WPWM
3468
Western Pacific Wealth Management
Illinois
$57.2K – – –
FCT
3469
First Community Trust
Iowa
$57K – – –
MDA
3470
Minot DeBlois Advisors
Massachusetts
$57K – – –
TCM
3471
Timbuktu Capital Management
Massachusetts
$57K +$53.2K +1,000 New
HWM
3472
HighMark Wealth Management
Minnesota
$56.7K -$2.29K -43 -4%
VWA
3473
VSM Wealth Advisory
Maryland
$55.8K +$160 +3 +0.3%
RWM
3474
Raffa Wealth Management
District of Columbia
$55.8K +$106 +2 +0.2%
B
3475
Bayban
Minnesota
$55.2K +$10.6K +200 +26%