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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2751
OneAscent Investment Solutions
Alabama
$375K -$2.82K -53 -0.8%
LEA
2752
Legacy Edge Advisors
New York
$375K – – –
IPW
2753
Intergy Private Wealth
Colorado
$375K +$22K +413 +7%
HW
2754
Hamilton Wealth
California
$375K +$5.48K +103 +2%
SFS
2755
Sharp Financial Services
Pennsylvania
$375K +$3.51K +66 +1%
CWP
2756
Core Wealth Partners
California
$374K +$37.3K +701 +12%
IA
2757
Invested Advisors
Pennsylvania
$374K -$15.3K -287 -4%
PWAM
2758
Pinnacle West Asset Management
Wyoming
$374K +$5.58K +105 +2%
LAM
2759
Lifestyle Asset Management
Texas
$373K +$7.66K +144 +2%
CL
2760
CPWA LLC
Oregon
$373K +$6.38K +120 +2%
CFG
2761
Copley Financial Group
California
$373K -$168K -3,166 -33%
CNWM
2762
Clay Northam Wealth Management
California
$372K – – –
CC
2763
Citrine Capital
California
$372K +$3.35K +63 +1%
TWM
2764
TriaGen Wealth Management
California
$372K – – –
AWM
2765
Ameliora Wealth Management
Switzerland
$371K -$10.6K -200 -3%
WA
2766
WPG Advisers
Maryland
$371K +$42.3K +795 +14%
OPWM
2767
Oxinas Partners Wealth Management
Indiana
$371K – – –
IWS
2768
Integrity Wealth Solutions
Colorado
$371K +$1.12K +21 +0.3%
BFS
2769
BridgePort Financial Solutions
Iowa
$371K -$24.4K -459 -7%
EIP
2770
Ellis Investment Partners
Pennsylvania
$369K +$2.29K +43 +0.7%
WF
2771
WealthPoint Financial
North Carolina
$369K -$9.2K -173 -3%
CCFCSB
2772
Cape Cod Five Cents Savings Bank
Massachusetts
$368K +$344K +6,466 New
BP
2773
BBR Partners
New York
$367K -$38.9K -731 -10%
DJSG
2774
D.J. St. Germain
Massachusetts
$366K -$13.8K -259 -4%
PAG
2775
Private Advisory Group
Washington
$366K -$7.19M -135,171 -95%
109 110
111
112 113