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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1851
Drive Wealth Management
Utah
$476K +$82.7K +2,473 +19%
HIC
1852
Harvey Investment Company
Kentucky
$474K – – –
KLWA
1853
Kelly Lawrence W & Associates
California
$474K – – –
AC
1854
Avestar Capital
New York
$471K +$119K +3,561 +30%
LWA
1855
Lineweaver Wealth Advisors
Ohio
$469K +$11.5K +343 +2%
TSS
1856
Two Sigma Securities
New York
$469K +$45.7K +1,366 +10%
TCOK
1857
Trust Company of Kansas
Kansas
$467K -$167K -4,988 -24%
KWMG
1858
King Wealth Management Group
Florida
$467K -$50.1K -1,500 -9%
CF
1859
Copperwynd Financial
Arizona
$466K -$2.29M -68,375 -82%
AFP
1860
Ausdal Financial Partners
Iowa
$466K -$6.08K -182 -1%
PP
1861
PDT Partners
New York
$465K -$1.46M -43,794 -74%
CAM
1862
Cidel Asset Management
Ontario, Canada
$464K +$2.84K +85 +0.6%
RWB
1863
RMR Wealth Builders
New Jersey
$463K +$7.86K +235 +2%
FC
1864
Forte Capital
New York
$462K -$29.8K -890 -5%
AWM
1865
Accurate Wealth Management
Florida
$461K -$22.7K -680 -5%
SPP
1866
Single Point Partners
Massachusetts
$461K +$182K +5,444 +55%
GCP
1867
GSA Capital Partners
United Kingdom
$458K -$619K -18,527 -55%
PHS
1868
Pekin Hardy Strauss
Illinois
$458K -$11.7K -350 -2%
W
1869
Wealthsimple
Ontario, Canada
$458K +$67 +2 +0%
IA
1870
IAM Advisory
Pennsylvania
$458K +$7.32K +219 +1%
JF
1871
Jump Financial
Illinois
$456K -$1.71M -51,229 -77%
FIA
1872
Foundations Investment Advisors
Arizona
$456K +$93K +2,783 +23%
KCM
1873
Kanawha Capital Management
Virginia
$455K -$38.5K -1,151 -7%
TL
1874
Tradewinds LLC
North Carolina
$455K -$6.05K -181 -1%
LWP
1875
Legacy Wealth Planning
Nevada
$454K +$234 +7 +0%
73 74
75
76 77