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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3526
Bernard Wealth Management
Michigan
$29.6K – – –
NWM
3527
Nova Wealth Management
Florida
$29.1K – – –
VWWMG
3528
Vermillion & White Wealth Management Group
Pennsylvania
$28.5K +$106 +2 +0.4%
LB
3529
Legacy Bridge
Iowa
$28.1K +$17.4K +330 +182%
GI
3530
GS Investments
Minnesota
$28.1K – – –
BHWM
3531
Bay Harbor Wealth Management
Maryland
$27.6K +$7.98K +151 +43%
FS
3532
Financially Speaking
Colorado
$27.5K +$106 +2 +0.4%
WFA
3533
West Financial Advisors
Iowa
$27.3K – – –
BGC
3534
Beutel, Goodman & Co
Ontario, Canada
$27K – – –
CAM
3535
Clarity Asset Management
Iowa
$26.1K +$106 +2 +0.4%
AF
3536
Abound Financial
California
$26K +$25K +473 New
MAFA
3537
MJT & Associates Financial Advisory
Minnesota
$25.3K – – –
WA
3538
Walsh & Associates
Florida
$24.8K +$23.8K +450 New
W
3539
WealthCollab
Washington
$24K – – –
SWA
3540
Strategic Wealth Advisors
Arizona
$24K +$23.7K +449 New
NECFA
3541
New England Capital Financial Advisors
Connecticut
$23.5K +$53 +1 +0.2%
OWP
3542
ORG Wealth Partners
Texas
$22.8K +$21.9K +415 New
RFA
3543
Reyes Financial Architecture
California
$22K – – –
RF
3544
Robbins Farley
New Hampshire
$22K – – –
GWSA
3545
Global Wealth Strategies & Associates
Colorado
$22K +$21.1K +400 New
VWM
3546
Valley Wealth Managers
New Jersey
$21.6K – – –
JFG
3547
JDM Financial Group
Texas
$20.6K +$12.6K +239 +177%
GJIA
3548
Glass Jacobson Investment Advisors
Maryland
$20.2K -$8.4K -159 -30%
CFG
3549
Clayton Financial Group
Missouri
$18.9K +$18.2K +344 New
PWA
3550
Principia Wealth Advisory
Texas
$18.8K +$3.7K +70 +26%
140 141
142
143 144