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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2726
Acrisure Capital Management
Texas
– -$325K -11,381 Closed
DU
2727
Delphia (USA)
Ontario, Canada
– -$308K -10,781 Closed
CCA
2728
Childress Capital Advisors
Texas
– -$300K -10,476 Closed
SPP
2729
Single Point Partners
Massachusetts
– -$294K -10,281 Closed
LB
2730
Leo Brokerage
Texas
– -$293K -10,207 Closed
QC
2731
QCM Cayman
Texas
– -$290K -10,136 Closed
GFP
2732
Gryphon Financial Partners
Ohio
– -$288K -10,075 Closed
CFO
2733
Colony Family Offices
North Carolina
– -$286K -10,001 Closed
FIB
2734
First Interstate Bank
Montana
– -$285K -9,980 Closed
MSR
2735
Main Street Research
Connecticut
– -$284K -9,933 Closed
SICM
2736
Sustainable Insight Capital Management
New York
– -$280K -9,800 Closed
NWM
2737
Northwest Wealth Management
Iowa
– -$269K -9,418 Closed
FUBT
2738
First United Bank & Trust
Maryland
– -$262K -9,174 Closed
VBFP
2739
Valtinson Bruner Financial Planning
Minnesota
– -$258K -9,033 Closed
DWA
2740
Delap Wealth Advisory
Oregon
– -$248K -8,677 Closed
MWM
2741
MinichMacGregor Wealth Management
New York
– -$246K -8,606 Closed
SWM
2742
Segment Wealth Management
Texas
– -$239K -8,358 Closed
SI
2743
Saxon Interests
Texas
– -$237K -8,281 Closed
SEIA
2744
Signature Estate & Investment Advisors
California
– -$231K -8,064 Closed
IIC
2745
Ironwood Investment Counsel
Arizona
– -$230K -8,029 Closed
AG
2746
Artal Group
Luxembourg
– -$229K -8,000 Closed
FM
2747
Family Management
New York
– -$225K -7,856 Closed
WDL
2748
Well Done LLC
Michigan
– -$222K -7,749 Closed
PHAM
2749
Palisades Hudson Asset Management
Florida
– -$219K -7,662 Closed
AWM
2750
Aspire Wealth Management
Massachusetts
– -$218K -7,611 Closed
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110
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