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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2526
Traverso Chambers Private Wealth Management
California
$221K +$191K +6,553 New
SAI
2527
Savvy Advisors Inc
New York
$220K +$190K +6,537 New
PF
2528
Prosperitas Financial
California
$220K -$124K -4,255 -39%
HAIM
2529
Hunter Associates Investment Management
Pennsylvania
$220K +$190K +6,538 New
PIMG
2530
Patriot Investment Management Group
Tennessee
$220K +$190K +6,532 New
CFO
2531
Collective Family Office
Pennsylvania
$220K +$190K +6,522 New
MA
2532
Modus Advisors
Minnesota
$220K +$190K +6,520 New
WCFA
2533
Walkner Condon Financial Advisors
Wisconsin
$219K +$190K +6,514 New
SFG
2534
Snider Financial Group
Washington
$219K -$1.21M -41,428 -86%
ACP
2535
Arcus Capital Partners
Georgia
$219K +$189K +6,507 New
MPCG
2536
Matrix Private Capital Group
New York
$219K +$189K +6,505 New
FA
2537
Fermata Advisors
California
$219K -$41.6K -1,429 -18%
CF
2538
Clarity Financial
Texas
$218K +$188K +6,473 New
JF
2539
JSF Financial
California
$218K +$188K +6,472 New
ECU
2540
Eisler Capital (UK)
United Kingdom
$218K -$12.7M -437,516 -99%
AT
2541
Arden Trust
Delaware
$218K -$68.3K -2,346 -27%
FA
2542
Fountainhead AM
New Jersey
$217K +$188K +6,449 New
AMM
2543
American Money Management
California
$217K +$188K +6,443 New
PAM
2544
Peak Asset Management
Colorado
$216K +$187K +6,430 New
WWG
2545
West Wealth Group
California
$216K +$187K +6,410 New
CCG
2546
Catalina Capital Group
California
$215K +$186K +6,388 New
WAL
2547
W Advisors LLC
Tennessee
$215K +$186K +6,380 New
PIA
2548
Powell Investment Advisors
Florida
$213K – – –
CCA
2549
Cora Capital Advisors
New Jersey
$213K +$184K +6,326 New
NWM
2550
Northwest Wealth Management
Iowa
$213K +$184K +6,325 New
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102
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