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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3451
Dogwood Wealth Management
Kansas
$60.6K +$8.09K +153 +16%
CRI
3452
Commonwealth Retirement Investments
Virginia
$59.8K +$57.5K +1,088 New
DCM
3453
Davis Capital Management
Florida
$59.2K – – –
Q1WB
3454
Quest 10 Wealth Builders
Virginia
$59.2K -$2.38K -45 -4%
APW
3455
Atlantic Private Wealth
North Carolina
$58.1K +$41.8K +790 +296%
LGWM
3456
Litman Gregory Wealth Management
California
$58K +$55.8K +1,055 New
HPWM
3457
High Point Wealth Management
New Jersey
$56.4K +$54.2K +1,026 New
PCTC
3458
Perkins Coie Trust Company
Washington
$55.9K – – –
AWA
3459
Acumen Wealth Advisors
Tennessee
$55.7K +$53.5K +1,013 New
SFS
3460
Sunrise Financial Services
Washington
$55.3K +$53.1K +1,005 New
WPWM
3461
Western Pacific Wealth Management
Illinois
$55.2K – – –
FCT
3462
First Community Trust
Iowa
$55K – – –
MDA
3463
Minot DeBlois Advisors
Massachusetts
$55K – – –
EPG
3464
Estate Planners Group
Pennsylvania
$54.2K +$52.1K +986 New
VWA
3465
VSM Wealth Advisory
Maryland
$53.4K -$476 -9 -0.9%
VR
3466
Vision Retirement
New Jersey
$51.9K +$49.9K +944 New
RWS
3467
Retirement Wealth Solutions
Wisconsin
$51.8K – – –
LA
3468
LM Advisors
California
$50.5K -$2.01M -38,112 -93%
CP
3469
Camelot Portfolios
Ohio
$50.4K +$48.5K +917 New
SVWA
3470
Sarver Vrooman Wealth Advisors
Missouri
$50.3K -$1.22K -23 -2%
FGA
3471
Fortis Group Advisors
New Jersey
$50.3K – – –
RS
3472
Rakuten Securities
Japan
$49.1K +$32.3K +611 +217%
OCM
3473
Osterweis Capital Management
California
$48.3K +$9.04K +171 +24%
CI
3474
Clal Insurance
Israel
$47K -$22.7K -430 -33%
MAM
3475
Marquette Asset Management
Minnesota
$46.3K +$13.4K +254 +43%
137 138
139
140 141