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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
2426
Park Circle Company
Maryland
$41K – – –
FGAM
2427
Financial Gravity Asset Management
Texas
$41K +$5.99K +146 New
CPWM
2428
Cypress Point Wealth Management
Texas
$41K +$41K +1,000 New
AS
2429
Altshuler Shaham
Israel
$40K +$39.6K +966 New
ST
2430
Sageworth Trust
Pennsylvania
$39K – – –
CWAF
2431
Core Wealth Advisors (Florida)
Florida
$39K +$41 +1 +0.1%
CBT
2432
Central Bank & Trust
Kentucky
$39K +$14.8K +360 +62%
CFN
2433
Cordasco Financial Network
Florida
$38K – – –
FI
2434
Financial Insights
Washington
$37.9K +$37.7K +919 New
LWA
2435
Lowe Wealth Advisors
Maryland
$36K – – –
NIM
2436
NuWave Investment Management
New Jersey
$36K +$36.3K +885 New
MG
2437
MilWealth Group
Wisconsin
$35.4K – – –
FRA
2438
Front Row Advisors
California
$35K -$14K -341 -28%
EWM
2439
Elmwood Wealth Management
California
$35K +$20.5K +500 +139%
MFT
2440
Moisand Fitzgerald Tamayo
Florida
$34K -$8.16K -199 -20%
IF
2441
Ironwood Financial
Arizona
$34K +$943 +23 +3%
MSFP
2442
Mark Sheptoff Financial Planning
Connecticut
$33K -$881K -21,484 -96%
AIA
2443
Arcadia Investment Advisors
Idaho
$31.1K +$2.25K +55 +8%
CPA
2444
Cowen Prime Advisors
New York
$31K – – –
PCTC
2445
Perkins Coie Trust Company
Washington
$31K +$5.04K +123 +20%
HS
2446
Horan Securities
United States
$30K +$2.54K +62 +9%
NOI
2447
Newton One Investments
Delaware
$29K +$29.2K +712 New
HCM
2448
Horrell Capital Management
Arkansas
$28K -$1.3M -31,770 -98%
TC
2449
Truvestments Capital
Florida
$28K +$1.6K +39 +6%
SPWG
2450
Sage Private Wealth Group
Illinois
$26K – – –
96 97
98
99 100