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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2526
CIC Wealth
Maryland
$280K +$80 +2 +0%
WCWM
2527
Willow Creek Wealth Management
California
$279K – – –
SPP
2528
Single Point Partners
Massachusetts
$279K -$2.4K -60 -0.8%
CF
2529
Convergence Financial
Missouri
$279K -$80K -1,997 -22%
SIMG
2530
Sonora Investment Management Group
Arizona
$278K -$25.8K -644 -8%
BFIM
2531
Beese Fulmer Investment Management
Ohio
$278K – – –
OPWM
2532
Oxinas Partners Wealth Management
Indiana
$278K -$41.6K -1,037 -13%
AP
2533
Adero Partners
California
$277K +$38.5K +961 +16%
BSHC
2534
Breed's Hill Capital
Massachusetts
$277K +$8.94K +223 +3%
FBC
2535
Fairfield, Bush & Co
Connecticut
$277K -$3.01K -75 -1%
LJCM
2536
Lee Johnson Capital Management
Texas
$277K – – –
MHWM
2537
Montz Harcus Wealth Management
Louisiana
$277K +$1.64K +41 +0.6%
FCG
2538
Fielder Capital Group
Tennessee
$276K -$3.73K -93 -1%
BFA
2539
Beacon Financial Advisory
Ohio
$276K -$7.17K -179 -3%
MPCL
2540
My Personal CFO LLC
Washington
$275K +$4.93K +123 +2%
BFM
2541
Boothbay Fund Management
New York
$275K +$62.7K +1,565 +29%
IAP
2542
Indie Asset Partners
Indiana
$275K -$19.2K -478 -6%
HFS
2543
Heritage Financial Services
Massachusetts
$275K -$8.66K -216 -3%
BTWM
2544
Brass Tax Wealth Management
Ohio
$274K -$168K -4,184 -38%
MGWM
2545
Marks Group Wealth Management
Minnesota
$273K -$46.6K -1,162 -14%
MG
2546
Marex Group
$273K -$2.01M -50,105 -88%
ACA
2547
Ackerman Capital Advisors
Texas
$272K – – –
KAM
2548
KEB Asset Management
Illinois
$272K +$60.6K +1,511 +28%
TFF
2549
The Family Firm
Maryland
$272K +$11.4K +285 +4%
TC
2550
Tacita Capital
Ontario, Canada
$271K – – –
100 101
102
103 104