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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3476
Raffa Wealth Management
District of Columbia
$46.2K +$5.02K +95 +13%
RTL
3477
Red Tortoise LLC
Georgia
$45.6K – – –
KFP
3478
Kerr Financial Planning
California
$45.5K +$106 +2 +0.2%
HFS
3479
Hughes Financial Services
Virginia
$45.3K +$740 +14 +2%
SR
3480
Swiss Re
Switzerland
$45.3K +$43.5K +823 New
PCM
3481
Penserra Capital Management
California
$45K +$11.3K +213 +35%
HWP
3482
Highline Wealth Partners
California
$44K +$1.8K +34 +4%
BFS
3483
Bare Financial Services
Pennsylvania
$44K +$4.02K +76 +10%
SC
3484
Stephens Consulting
Michigan
$44K +$11.4K +215 +37%
AW
3485
Ankerstar Wealth
Texas
$44K +$42.3K +800 New
RF
3486
Robinswood Financial
Washington
$43.9K +$159 +3 +0.4%
SAS
3487
Spurstone Advisory Services
Connecticut
$42.9K – – –
TLA
3488
Tanglewood Legacy Advisors
Texas
$42.6K – – –
GFL
3489
Granite FO LLC
New Hampshire
$42.5K – – –
PP
3490
Paladin Partners
Wisconsin
$42K +$40.3K +763 New
KCM
3491
Key Capital Management
Tennessee
$41K +$39.4K +745 New
RWM
3492
Rialto Wealth Management
New York
$41K -$59.8K -1,132 -60%
AIA
3493
Aventus Investment Advisors
Florida
$40.7K – – –
VA
3494
Valor Advisors
Florida
$40.3K +$38.7K +733 New
MAS
3495
MPWM Advisory Solutions
Georgia
$40.2K +$14.6K +276 +61%
MWM
3496
Mascoma Wealth Management
New Hampshire
$40K +$4.28K +81 +13%
CMA
3497
Cedar Mountain Advisors
Oregon
$39.6K +$53 +1 +0.1%
MSWA
3498
Marshall & Sterling Wealth Advisors
New York
$39.5K -$70.5K -1,333 -65%
PFSC
3499
Peoples Financial Services Corp
Pennsylvania
$38.9K – – –
APW
3500
Acima Private Wealth
Virginia
$38.8K – – –
138 139
140
141 142