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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1801
PFW Advisors
Georgia
$914K +$915K +20,796 New
WJA
1802
Willis Johnson & Associates
Texas
$909K -$59.4K -1,350 -6%
MFGM
1803
Marshall Financial Group (Maryland)
Maryland
$909K -$29.7K -674 -3%
TSS
1804
Two Sigma Securities
New York
$908K -$10.8M -244,595 -92%
WFI
1805
West Family Investments
California
$908K -$13.1K -298 -1%
DWM
1806
Dorchester Wealth Management
Quebec, Canada
$907K -$44K -1,000 -5%
MFG
1807
Menard Financial Group
Texas
$906K +$10.6K +240 +1%
PBO
1808
Peoples Bank (Ohio)
Ohio
$906K -$17.4K -395 -2%
APC
1809
Aspire Private Capital
North Carolina
$905K -$14.5K -330 -2%
HPBT
1810
Hickory Point Bank & Trust
Illinois
$904K +$905K +20,568 New
HWMO
1811
Heritage Wealth Management (Ohio)
Ohio
$903K -$48.7K -1,107 -5%
AFP
1812
Ausdal Financial Partners
Iowa
$902K +$323K +7,346 +56%
CAM
1813
Councilmark Asset Management
Tennessee
$900K +$6.2K +141 +0.7%
LWA
1814
Lantern Wealth Advisors
New York
$899K +$78.8K +1,791 +10%
LBC
1815
Leigh Baldwin & Co
New York
$899K +$900K +20,449 New
SAM
1816
Strive Asset Management
Ohio
$896K +$897K +20,397 New
PGWM
1817
Parisi Gray Wealth Management
New Jersey
$896K +$132 +3 +0%
WDA
1818
Wendell David Associates
New Hampshire
$896K – – –
TTWM
1819
TCV Trust & Wealth Management
Virginia
$896K -$11K -250 -1%
CWS
1820
Confluence Wealth Services
Pennsylvania
$896K -$74.1K -1,685 -8%
CSC
1821
Caldwell Sutter Capital
California
$895K +$5.68K +129 +0.6%
MCC
1822
Maiden Cove Capital
Maine
$892K +$6.82K +155 +0.8%
YIA
1823
YHB Investment Advisors
Connecticut
$892K +$217K +4,921 +32%
ME
1824
McIlrath & Eck
Washington
$891K -$885K -20,122 -50%
PCP
1825
Proficio Capital Partners
Massachusetts
$890K +$352K +7,999 +65%
71 72
73
74 75