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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BGC
3526
Beutel, Goodman & Co
Ontario, Canada
$27K – – –
CAM
3527
Clarity Asset Management
Iowa
$26.1K +$106 +2 +0.4%
AF
3528
Abound Financial
California
$26K +$25K +473 New
MAFA
3529
MJT & Associates Financial Advisory
Minnesota
$25.3K – – –
WA
3530
Walsh & Associates
Florida
$24.8K +$23.8K +450 New
W
3531
WealthCollab
Washington
$24K – – –
SWA
3532
Strategic Wealth Advisors
Arizona
$24K +$23.7K +449 New
NECFA
3533
New England Capital Financial Advisors
Connecticut
$23.5K +$53 +1 +0.2%
OWP
3534
ORG Wealth Partners
Texas
$22.8K +$21.9K +415 New
RFA
3535
Reyes Financial Architecture
California
$22K – – –
RF
3536
Robbins Farley
New Hampshire
$22K – – –
GWSA
3537
Global Wealth Strategies & Associates
Colorado
$22K +$21.1K +400 New
VWM
3538
Valley Wealth Managers
New Jersey
$21.6K – – –
JFG
3539
JDM Financial Group
Texas
$20.6K +$12.6K +239 +177%
GJIA
3540
Glass Jacobson Investment Advisors
Maryland
$20.2K -$8.4K -159 -30%
CFG
3541
Clayton Financial Group
Missouri
$18.9K +$18.2K +344 New
PWA
3542
Principia Wealth Advisory
Texas
$18.8K +$3.7K +70 +26%
T
3543
Transce3nd
Texas
$18.2K -$53 -1 -0.3%
MI
3544
Motiv8 Investments
Florida
$18K +$17.1K +323 New
SHIM
3545
Stone House Investment Management
Pennsylvania
$17.9K +$793 +15 +5%
TPBG
3546
Turning Point Benefit Group
Maryland
$17.6K +$13.2K +250 +357%
DF
3547
DecisionPoint Financial
Arizona
$17.5K +$15.3K +290 +1,036%
FF
3548
Friedenthal Financial
New Jersey
$17.4K – – –
FDCP
3549
Foster Dykema Cabot & Partners
Massachusetts
$17.3K -$196K -3,714 -92%
LWMI
3550
Legacy Wealth Management (Idaho)
Idaho
$16.8K +$15.8K +298 +4,257%
140 141
142
143 144