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Bank of America
BAC

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