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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
2401
Front Row Advisors
California
$47K -$5.93K -172 -12%
LAS
2402
Lloyd Advisory Services
Georgia
$44K -$4.04K -117 -9%
CFFP
2403
Center for Financial Planning
Michigan
$44K – – –
BC
2404
Barnett & Company
Tennessee
$43K – – –
RBC
2405
Roble Belko & Company
Pennsylvania
$43K – – –
FP
2406
Fiduciary Planning
Florida
$43K +$104 +3 +0.3%
FCMT
2407
Founders Capital Management (Texas)
Texas
$42K – – –
PWA
2408
Phoenix Wealth Advisors
North Carolina
$42K – – –
SFG
2409
Sage Financial Group
Pennsylvania
$42K – – –
PCC
2410
Park Circle Company
Maryland
$39K – – –
MFT
2411
Moisand Fitzgerald Tamayo
Florida
$39K +$10.4K +301 +42%
ST
2412
Sageworth Trust
Pennsylvania
$37K – – –
CWAF
2413
Core Wealth Advisors (Florida)
Florida
$36K -$8.56K -248 -21%
MWM
2414
Mascoma Wealth Management
New Hampshire
$36K +$32.1K +929 New
CFN
2415
Cordasco Financial Network
Florida
$35K – – –
SWP
2416
ShoreHaven Wealth Partners
New Jersey
$35K +$3.62K +105 +13%
LF
2417
Lee Financial
Texas
$35K +$20.7K +600 +195%
CA
2418
Crewe Advisors
Utah
$34K – – –
LWA
2419
Lowe Wealth Advisors
Maryland
$34K – – –
AWM
2420
Activest Wealth Management
Florida
$34K +$29.8K +863 New
MG
2421
MilWealth Group
Wisconsin
$33.2K +$29.6K +859 New
SFMG
2422
Sage Financial Management Group
Virginia
$33K +$29.3K +850 New
RDFA
2423
Ritter Daniher Financial Advisory
Ohio
$32K +$17.3K +500 +157%
IF
2424
Ironwood Financial
Arizona
$31K – – –
MAM
2425
McCarthy Asset Management
California
$31K – – –
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