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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2226
World Investment Advisors
California
$244K -$24.1K -598 -9%
TFA
2227
Teamwork Financial Advisors
Texas
$244K +$231K +5,746 New
VC
2228
Veery Capital
Delaware
$243K +$2.01K +50 +0.9%
WAOTB
2229
Wealth Advisors of Tampa Bay
Florida
$242K -$181K -4,500 -44%
PP
2230
Professional Planning
California
$242K -$1.97K -49 -0.8%
NCM
2231
Northside Capital Management
Oregon
$242K – – –
CA
2232
CGN Advisors
Kansas
$242K +$9.18K +228 +4%
SLWS
2233
Swaine & Leidel Wealth Services
Florida
$242K +$230K +5,705 New
GAM
2234
Gould Asset Management
California
$241K -$27.5K -682 -11%
AWA
2235
AmeriServ Wealth Advisors
Pennsylvania
$241K – – –
DC
2236
DeDora Capital
California
$241K +$30.2K +750 +15%
IWN
2237
Independent Wealth Network
Iowa
$241K +$201K +4,990 New
AC
2238
Apella Capital
Connecticut
$240K -$32.9K -817 -13%
BWFA
2239
Baltimore-Washington Financial Advisors
Maryland
$240K +$228K +5,667 New
GC
2240
Garde Capital
Washington
$238K +$40 +1 +0%
RWM
2241
RBA Wealth Management
California
$238K +$226K +5,604 New
TWM
2242
Tradition Wealth Management
Minnesota
$237K -$8.42K -209 -4%
CPA
2243
Clear Perspective Advisors
Illinois
$237K – – –
SFP
2244
Sandbox Financial Partners
Maryland
$237K +$19.8K +492 +10%
JHP
2245
James Hambro & Partners
United Kingdom
$236K – – –
LC
2246
Landaas & Company
Wisconsin
$236K – – –
PA
2247
PSI Advisors
Florida
$235K +$201 +5 +0.1%
RGC
2248
Roberts, Glore & Co
Illinois
$235K +$223K +5,544 New
EAM
2249
Evanson Asset Management
California
$234K +$230K +5,712 New
TPA
2250
Trivium Point Advisory
Connecticut
$233K +$6.32K +157 +3%
88 89
90
91 92