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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
3476
Retirement Wealth Solutions
Wisconsin
$54K +$106 +2 +0.2%
VR
3477
Vision Retirement
New Jersey
$53.9K +$106 +2 +0.2%
SVWA
3478
Sarver Vrooman Wealth Advisors
Missouri
$53.3K – – –
TWM
3479
Timmons Wealth Management
Massachusetts
$52.3K -$30.4K -571 -38%
FGA
3480
Fortis Group Advisors
New Jersey
$52.1K – – –
CC
3481
Centiva Capital
New York
$50.1K -$5.65M -106,186 -99%
TAP
3482
Tounjian Advisory Partners
Florida
$50.1K -$2.37M -44,482 -98%
SFS
3483
Sunrise Financial Services
Washington
$49.3K -$1.01K -19 -2%
MSFP
3484
Mark Sheptoff Financial Planning
Connecticut
$49.1K – – –
RWM
3485
RMG Wealth Management
Wisconsin
$47.5K +$6.81K +128 +21%
RF
3486
Robinswood Financial
Washington
$47.3K +$1.44K +27 +3%
PS
3487
Planning Strategies
Pennsylvania
$46.1K +$43K +809 New
SAS
3488
Spurstone Advisory Services
Connecticut
$45.5K – – –
DF
3489
Downshift Financial
Colorado
$44.8K +$41.8K +786 New
TLA
3490
Tanglewood Legacy Advisors
Texas
$44.2K – – –
GFL
3491
Granite FO LLC
New Hampshire
$44K – – –
BGA
3492
Battery Global Advisors
Massachusetts
$43.8K +$160 +3 +0.4%
KCM
3493
Key Capital Management
Tennessee
$43K -$2.77K -52 -6%
LHEI
3494
Leo H. Evart Inc
California
$42K +$53 +1 +0.1%
MAS
3495
MPWM Advisory Solutions
Georgia
$41.8K +$53 +1 +0.1%
MWM
3496
Mascoma Wealth Management
New Hampshire
$41.7K -$745 -14 -2%
MSWA
3497
Marshall & Sterling Wealth Advisors
New York
$41.3K +$106 +2 +0.3%
PFSC
3498
Peoples Financial Services Corp
Pennsylvania
$40.3K – – –
APW
3499
Acima Private Wealth
Virginia
$40.2K – – –
CI
3500
Clal Insurance
Israel
$40K -$7.76K -146 -17%
138 139
140
141 142