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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3551
Westfuller Advisors
New York
$15.8K +$106 +2 +0.7%
CJ
3552
Caitlin John
Michigan
$15.7K +$10.8K +205 +253%
MG
3553
MilWealth Group
Wisconsin
$14.8K – – –
GWM
3554
Greenline Wealth Management
Florida
$14.6K +$14.1K +266 New
MTI
3555
Merrithew & Thorsten Inc
California
$14K +$14K +264 New
KBFS
3556
Kohmann Bosshard Financial Services
Ohio
$13.8K +$13.2K +250 New
IA
3557
IFS Advisors
Kansas
$13.7K – – –
PS
3558
PayPay Securities
Japan
$12.4K +$4.71K +89 +65%
WA
3559
WestEnd Advisors
North Carolina
$12.2K +$3.49K +66 +42%
VWM
3560
Vermillion Wealth Management
Minnesota
$12.1K – – –
HFS
3561
Horizon Financial Services
North Carolina
$12K -$687 -13 -6%
VFM
3562
Vision Financial Markets
Connecticut
$12K – – –
HAP
3563
Harbor Asset Planning
Massachusetts
$12K – – –
1IA
3564
1620 Investment Advisors
Massachusetts
$11.8K – – –
FG
3565
Fairman Group
Pennsylvania
$11.8K – – –
LAS
3566
Lloyd Advisory Services
Georgia
$11.7K +$11.2K +212 New
TLCM
3567
Twin Lakes Capital Management
California
$11K – – –
EIP
3568
Essential Investment Partners
Colorado
$11K +$10.6K +200 New
RBC
3569
Roble Belko & Company
Pennsylvania
$11K +$10.6K +200 New
FFA
3570
Frazier Financial Advisors
Ohio
$10.9K -$2.59K -49 -20%
WW
3571
Winnow Wealth
Texas
$10.9K -$2.54K -48 -19%
CFP
3572
Comprehensive Financial Planning
Pennsylvania
$10.9K +$3.38K +64 +47%
ACM
3573
Anfield Capital Management
California
$10.7K +$7.4K +140 +255%
TFG
3574
Team Financial Group
California
$10.7K +$53 +1 +0.5%
CWM
3575
Cedar Wealth Management
California
$10.5K – – –
141 142
143
144 145