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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
2351
Widmann Financial Services
Maryland
$214K +$1.2K +36 +0.5%
CG
2352
CFO4Life Group
Texas
$214K +$301 +9 +0.1%
BHB
2353
Bank Hapoalim BM
Israel
$213K -$3.34K -100 -1%
TFGT
2354
TS Financial Group (TSFG)
Illinois
$213K +$6.72K +201 +3%
RCM
2355
Requisite Capital Management
Texas
$213K +$235K +7,039 New
PCM
2356
Penserra Capital Management
California
$212K -$37.2K -1,113 -14%
HFAS
2357
Hummer Financial Advisory Services
Illinois
$212K -$2.51K -75 -1%
CFA
2358
Compass Financial Advisors
Indiana
$212K +$100 +3 +0%
JMF
2359
Johnson Midwest Financial
Iowa
$212K +$22.1K +661 +10%
LSWM
2360
Lorne Steinberg Wealth Management
Canada
$211K -$6.18K -185 -3%
BWG
2361
Beta Wealth Group
California
$211K – – –
CNWM
2362
Clay Northam Wealth Management
California
$211K – – –
PWAC
2363
Private Wealth Advisors (California)
California
$211K +$201 +6 +0.1%
WCWM
2364
Willow Creek Wealth Management
California
$210K – – –
AWM
2365
Affinity Wealth Management
Delaware
$209K – – –
APW
2366
Austin Private Wealth
Texas
$209K +$5.65K +169 +3%
CWA
2367
Clarity Wealth Advisors
California
$208K – – –
PMFA
2368
Plante Moran Financial Advisors
Michigan
$208K +$24.9K +746 +12%
SHWM
2369
Smith & Howard Wealth Management
Georgia
$208K +$231K +6,895 New
MAM
2370
Morse Asset Management
Connecticut
$208K +$231K +6,900 New
FFWM
2371
Future Financial Wealth Management
Ohio
$207K +$201 +6 +0.1%
LP
2372
LGL Partners
Pennsylvania
$207K +$229K +6,862 New
VCM
2373
Versant Capital Management
Arizona
$206K -$8.53K -255 -4%
F
2374
F3Logic
Minnesota
$206K – – –
IIA
2375
Integral Investment Advisors
California
$206K – – –
93 94
95
96 97