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Bank of America
BAC

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