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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFW
2726
Rainier Family Wealth
Washington
$303K +$10.1K +239 +4%
MC
2727
Miramar Capital
Illinois
$302K -$34.9K -830 -11%
DC
2728
Diametric Capital
Massachusetts
$302K +$269K +6,388 New
WTFG
2729
Wells Trecaso Financial Group
Ohio
$302K +$210 +5 +0.1%
SFC
2730
Strategic Financial Concepts
Texas
$301K +$268K +6,367 New
RWM
2731
Revisor Wealth Management
Ohio
$301K +$269K +6,403 New
DWMS
2732
Dominguez Wealth Management Solutions
Virginia
$300K +$4.21K +100 +2%
FM
2733
Family Management
New York
$299K +$266K +6,319 New
LEA
2734
Legacy Edge Advisors
New York
$298K – – –
MLFP
2735
MPS Loria Financial Planners
Illinois
$298K +$1.14K +27 +0.4%
EAMA
2736
EFG Asset Management (Americas)
Florida
$298K +$54K +1,283 +26%
PAW
2737
Plan A Wealth
Nebraska
$298K -$126 -3 -0%
CWP
2738
Curated Wealth Partners
California
$297K -$1.07M -25,517 -80%
JGIA
2739
Jackson Grant Investment Advisers
Connecticut
$297K – – –
CCWM
2740
Correct Capital Wealth Management
Missouri
$297K – – –
SHWM
2741
Smith & Howard Wealth Management
Georgia
$296K -$69K -1,640 -21%
SCA
2742
Sandy Cove Advisors
Massachusetts
$296K -$5.64K -134 -2%
TPW
2743
TL Private Wealth
Texas
$296K – – –
GAA
2744
Global Assets Advisory
Florida
$295K -$144K -3,420 -36%
PAS
2745
Professional Advisory Services
Florida
$295K – – –
LGG
2746
Luts & Greenleigh Group
Maryland
$294K +$14.8K +351 +6%
AI
2747
AXS Investments
New York
$294K -$52.8K -1,254 -17%
CA
2748
Capital Advantage
California
$293K +$6.14K +146 +2%
ECM
2749
Elgethun Capital Management
South Dakota
$293K +$26.7K +635 +11%
GPA
2750
Guerra Pan Advisors
New Jersey
$292K -$51.5K -1,224 -17%
108 109
110
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