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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
2526
Old North State Wealth Management
North Carolina
$363K +$5.81K +132 +2%
NWM
2527
Northwest Wealth Management
Iowa
$363K +$83.3K +1,893 +30%
DRP
2528
Decker Retirement Planning
Utah
$363K +$363K +8,255 New
SMH
2529
Sanders Morris Harris
Texas
$363K – – –
WCM
2530
WealthBridge Capital Management
Ohio
$362K +$5.02K +114 +1%
CA
2531
Centerpoint Advisors
Massachusetts
$362K -$1.06K -24 -0.3%
AWAU
2532
Alliance Wealth Advisors (Utah)
Utah
$361K +$4.53K +103 +1%
OFO
2533
OneAscent Family Office
Alabama
$359K +$359K +8,168 New
ACS
2534
Archford Capital Strategies
Illinois
$359K +$2.29K +52 +0.6%
IWS
2535
Insight Wealth Strategies
California
$358K +$15.8K +359 +5%
EWM
2536
Evermay Wealth Management
Virginia
$358K -$25.6K -583 -7%
1IA
2537
1834 Investment Advisors
Wisconsin
$357K -$56.3K -1,280 -14%
UBV
2538
United Bank (Virginia)
Virginia
$357K -$8.45K -192 -2%
HCM
2539
Hengehold Capital Management
Ohio
$357K +$13.2K +300 +4%
NQWM
2540
Northwest Quadrant Wealth Management
Oregon
$356K +$27.9K +634 +8%
LFG
2541
Lockerman Financial Group
California
$356K +$22.5K +511 +7%
NWA
2542
New World Advisors
Massachusetts
$356K -$4.4K -100 -1%
GDP
2543
Great Diamond Partners
Maine
$356K -$3.74K -85 -1%
CPC
2544
Consolidated Planning Corp
Georgia
$356K +$9.94K +226 +3%
CWP
2545
CFM Wealth Partners
Texas
$355K – – –
SHFA
2546
SC&H Financial Advisors
Maryland
$355K -$8.8K -200 -2%
FA
2547
Financial Advisors
Massachusetts
$354K – – –
HDA
2548
Harold Davidson & Associates
California
$354K +$355K +8,061 New
CTI
2549
Community Trust & Investment
Kentucky
$354K +$748 +17 +0.2%
CWIG
2550
Chung Wu Investment Group
Texas
$354K +$354K +8,050 New
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102
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