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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2451
Institutional & Family Asset Management
Colorado
$16K +$4.14K +120 +42%
CAM
2452
ClariVest Asset Management
California
$15K -$3.24K -94 -20%
CAGAS
2453
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
EWM
2454
Elmwood Wealth Management
California
$14K +$12.4K +360 New
PFA
2455
Professional Financial Advisors
Nebraska
$12K – – –
WLPWM
2456
Walled Lake Planning & Wealth Management
Illinois
$12K – – –
PP
2457
PrairieView Partners
Minnesota
$11K -$9.21K -267 -49%
DWMG
2458
DB Wealth Management Group
California
$9K – – –
BSG
2459
Black Swift Group
Colorado
$9K +$7.9K +229 New
CWM
2460
Cedar Wealth Management
California
$8K – – –
CP
2461
Corbenic Partners
Pennsylvania
$8K +$7.14K +207 New
SC
2462
Steph & Co
Wisconsin
$7K – – –
SSC
2463
Syverson Strege & Co
Iowa
$7K – – –
TCWA
2464
Ten Capital Wealth Advisors
Washington
$6K – – –
AW
2465
Avion Wealth
Texas
$6K +$35 +1 +0.6%
CMA
2466
Cedar Mountain Advisors
Oregon
$5K – – –
FI
2467
FormulaFolio Investments
Michigan
$4K -$1.92M -55,667 -100%
ACM
2468
AUA Capital Management
Pennsylvania
$4K – – –
GGHC
2469
Gilder Gagnon Howe & Co
New York
$4K +$3.14K +91 New
PAI
2470
Pittenger & Anderson Inc
Nebraska
$4K +$3.45K +100 New
CIA
2471
CSat Investment Advisory
Michigan
$3K -$942K -27,294 -100%
NC
2472
NewSquare Capital
Pennsylvania
$2K -$5.18K -150 -75%
CIAS
2473
CBIZ Investment Advisory Services
Ohio
$2K – – –
TFA
2474
Transamerica Financial Advisors
Florida
$2K +$1.14K +33 New
SCA
2475
Stuart Chaussee & Associates
California
$2K +$2.04K +59 New
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