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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2651
Carter Financial Group
Illinois
$330K +$293K +6,974 New
RWM
2652
RKL Wealth Management
Pennsylvania
$330K -$9.17K -218 -3%
FWP
2653
Forefront Wealth Partners
Texas
$330K -$17.6K -418 -5%
BWA
2654
Burt Wealth Advisors
Maryland
$330K +$42 +1 +0%
OFG
2655
Oxford Financial Group
Indiana
$330K -$47.3K -1,125 -14%
ACM
2656
AlphaStar Capital Management
North Carolina
$329K +$292K +6,947 New
4WM
2657
44 Wealth Management
Oregon
$328K +$292K +6,932 New
MSWMA
2658
Market Street Wealth Management Advisors
Indiana
$328K +$38.5K +914 +15%
FBC
2659
Fairfield, Bush & Co
Connecticut
$327K +$1.47K +35 +0.5%
CWG
2660
Crown Wealth Group
North Carolina
$327K +$35.3K +840 +14%
MHWM
2661
Montz Harcus Wealth Management
Louisiana
$326K -$3.24K -77 -1%
WWM
2662
Wolff Wiese Magana
California
$326K -$1.26K -30 -0.4%
TCB
2663
Texas Capital Bancshares
Texas
$325K -$1.14K -27 -0.4%
OHIS
2664
Oak Harvest Investment Services
Texas
$325K -$4.12K -98 -1%
1CP
2665
17 Capital Partners
Arizona
$324K +$66.9K +1,590 +30%
RFS
2666
Richardson Financial Services
Massachusetts
$324K -$2.78K -66 -1%
CCA
2667
Cora Capital Advisors
New Jersey
$324K +$37.9K +901 +15%
BSA
2668
Bull Street Advisors
Georgia
$324K -$10.5K -250 -4%
TC
2669
Tacita Capital
Ontario, Canada
$323K – – –
CWA
2670
Centennial Wealth Advisory
Michigan
$323K +$2.44K +58 +0.9%
GGS
2671
Galvin Gaustad & Stein
Arizona
$323K +$8.41K +200 +3%
OIS
2672
OneAscent Investment Solutions
Alabama
$323K +$287K +6,816 New
TF
2673
Tompkins Financial
New York
$323K – – –
TA
2674
TFB Advisors
Kansas
$323K +$5.43K +129 +2%
PFG
2675
Putney Financial Group
California
$322K – – –
105 106
107
108 109