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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
3451
Perkins Coie Trust Company
Washington
$55.9K – – –
AWA
3452
Acumen Wealth Advisors
Tennessee
$55.7K +$53.5K +1,013 New
SFS
3453
Sunrise Financial Services
Washington
$55.3K +$53.1K +1,005 New
WPWM
3454
Western Pacific Wealth Management
Illinois
$55.2K – – –
FCT
3455
First Community Trust
Iowa
$55K – – –
MDA
3456
Minot DeBlois Advisors
Massachusetts
$55K – – –
EPG
3457
Estate Planners Group
Pennsylvania
$54.2K +$52.1K +986 New
VWA
3458
VSM Wealth Advisory
Maryland
$53.4K -$476 -9 -0.9%
VR
3459
Vision Retirement
New Jersey
$51.9K +$49.9K +944 New
RWS
3460
Retirement Wealth Solutions
Wisconsin
$51.8K – – –
LA
3461
LM Advisors
California
$50.5K -$2.01M -38,112 -93%
CP
3462
Camelot Portfolios
Ohio
$50.4K +$48.5K +917 New
SVWA
3463
Sarver Vrooman Wealth Advisors
Missouri
$50.3K -$1.22K -23 -2%
FGA
3464
Fortis Group Advisors
New Jersey
$50.3K – – –
RS
3465
Rakuten Securities
Japan
$49.1K +$32.3K +611 +217%
OCM
3466
Osterweis Capital Management
California
$48.3K +$9.04K +171 +24%
CI
3467
Clal Insurance
Israel
$47K -$22.7K -430 -33%
MAM
3468
Marquette Asset Management
Minnesota
$46.3K +$13.4K +254 +43%
RWM
3469
Raffa Wealth Management
District of Columbia
$46.2K +$5.02K +95 +13%
RTL
3470
Red Tortoise LLC
Georgia
$45.6K – – –
KFP
3471
Kerr Financial Planning
California
$45.5K +$106 +2 +0.2%
HFS
3472
Hughes Financial Services
Virginia
$45.3K +$740 +14 +2%
SR
3473
Swiss Re
Switzerland
$45.3K +$43.5K +823 New
PCM
3474
Penserra Capital Management
California
$45K +$11.3K +213 +35%
HWP
3475
Highline Wealth Partners
California
$44K +$1.8K +34 +4%
137 138
139
140 141