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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFT
2726
Alpha Family Trust
California
– -$344K -12,030 Closed
ACM
2727
Acrisure Capital Management
Texas
– -$325K -11,381 Closed
DU
2728
Delphia (USA)
Ontario, Canada
– -$308K -10,781 Closed
CCA
2729
Childress Capital Advisors
Texas
– -$300K -10,476 Closed
SPP
2730
Single Point Partners
Massachusetts
– -$294K -10,281 Closed
LB
2731
Leo Brokerage
Texas
– -$293K -10,207 Closed
QC
2732
QCM Cayman
Texas
– -$290K -10,136 Closed
GFP
2733
Gryphon Financial Partners
Ohio
– -$288K -10,075 Closed
CFO
2734
Colony Family Offices
North Carolina
– -$286K -10,001 Closed
FIB
2735
First Interstate Bank
Montana
– -$285K -9,980 Closed
MSR
2736
Main Street Research
Connecticut
– -$284K -9,933 Closed
SICM
2737
Sustainable Insight Capital Management
New York
– -$280K -9,800 Closed
NWM
2738
Northwest Wealth Management
Iowa
– -$269K -9,418 Closed
FUBT
2739
First United Bank & Trust
Maryland
– -$262K -9,174 Closed
VBFP
2740
Valtinson Bruner Financial Planning
Minnesota
– -$258K -9,033 Closed
DWA
2741
Delap Wealth Advisory
Oregon
– -$248K -8,677 Closed
MWM
2742
MinichMacGregor Wealth Management
New York
– -$246K -8,606 Closed
SWM
2743
Segment Wealth Management
Texas
– -$239K -8,358 Closed
SI
2744
Saxon Interests
Texas
– -$237K -8,281 Closed
SEIA
2745
Signature Estate & Investment Advisors
California
– -$231K -8,064 Closed
IIC
2746
Ironwood Investment Counsel
Arizona
– -$230K -8,029 Closed
AG
2747
Artal Group
Luxembourg
– -$229K -8,000 Closed
FM
2748
Family Management
New York
– -$225K -7,856 Closed
WDL
2749
Well Done LLC
Michigan
– -$222K -7,749 Closed
PHAM
2750
Palisades Hudson Asset Management
Florida
– -$219K -7,662 Closed