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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3576
Chesapeake Asset Management
New York
$11.8K +$11K +207 New
EIP
3577
Essential Investment Partners
Colorado
$11.4K – – –
CFP
3578
Comprehensive Financial Planning
Pennsylvania
$11.3K – – –
CTWM
3579
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
LIA
3580
Luken Investment Analytics
Tennessee
$9.69K – – –
LAS
3581
Lloyd Advisory Services
Georgia
$9.69K -$7.02K -132 -44%
SC
3582
Steph & Co
Wisconsin
$9.63K -$10.3K -194 -53%
BDPWM
3583
Barnes Dennig Private Wealth Management
Ohio
$9.63K +$8.99K +169 New
WA
3584
Westfuller Advisors
New York
$9.53K +$53 +1 +0.6%
PP
3585
Paladin Partners
Wisconsin
$9.29K -$31.9K -600 -79%
ETS
3586
ESL Trust Services
New York
$9.12K – – –
VL
3587
Vima LLC
Michigan
$8.83K +$8.24K +155 New
VERPA
3588
Virginia Estate & Retirement Planning Advisors
Virginia
$8.55K – – –
RFA
3589
Reyes Financial Architecture
California
$8.38K – – –
LB
3590
Legacy Bridge
Iowa
$8.26K – – –
DRP
3591
Decker Retirement Planning
Utah
$7.83K – – –
IWP
3592
IAG Wealth Partners
Wisconsin
$7.58K – – –
PS
3593
PayPay Securities
Japan
$7.52K -$7.13K -134 -50%
NWM
3594
Navigoe Wealth Management
California
$7K +$3.3K +62 +89%
RJA
3595
Ross\Johnson & Associates
Minnesota
$6.72K +$532 +10 +9%
AF
3596
Abound Financial
California
$6.5K -$17.2K -324 -74%
AAG
3597
Accordant Advisory Group
Maryland
$5.7K – – –
BA
3598
Blueline Advisors
New Hampshire
$5.7K – – –
SIS
3599
Strategic Investment Solutions
Illinois
$5.7K +$5.32K +100 New
TTIC
3600
Tower Trust & Investment Company
Iowa
$5.7K – – –
142 143
144
145 146