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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2801
Abound Wealth Management
Tennessee
$261K +$8.62K +196 +3%
AAM
2802
Aureus Asset Management
Massachusetts
$259K +$260K +5,904 New
VBFP
2803
Valtinson Bruner Financial Planning
Minnesota
$259K +$44 +1 +0%
SRC
2804
Sage Rhino Capital
California
$259K -$836 -19 -0.3%
CFG
2805
Clayton Financial Group
Missouri
$259K -$3.83K -87 -1%
ADBIC
2806
A.D. Beadell Investment Counsel
Wisconsin
$259K – – –
LGG
2807
Luts & Greenleigh Group
Maryland
$259K +$88 +2 +0%
KFP
2808
Keystone Financial Planning
Ohio
$258K – – –
SFO
2809
Stokes Family Office
Louisiana
$258K +$259K +5,879 New
AIM
2810
Allen Investment Management
New York
$258K – – –
PWM
2811
Palacios Wealth Management
Florida
$258K +$240K +5,462 New
AWA
2812
Aletheian Wealth Advisors
Washington
$257K +$7.74K +176 +3%
MFS
2813
Madrona Financial Services
Washington
$257K -$28.4K -645 -10%
MCIA
2814
Mountain Capital Investment Advisors
Colorado
$257K -$616 -14 -0.3%
CF
2815
Convergence Financial
Missouri
$257K -$52K -1,181 -17%
IIM
2816
Ironwood Investment Management
Massachusetts
$257K – – –
CCA
2817
Cora Capital Advisors
New Jersey
$256K +$528 +12 +0.2%
FPW
2818
Flywheel Private Wealth
California
$256K +$256K +5,825 New
PCM
2819
Passive Capital Management
Maryland
$255K – – –
HA
2820
Huntleigh Advisors
Missouri
$255K +$256K +5,808 New
PAM
2821
Peak Asset Management
Colorado
$255K -$27.5K -625 -10%
MSWMA
2822
Market Street Wealth Management Advisors
Indiana
$255K +$255K +5,799 New
HPIA
2823
Hamilton Point Investment Advisors
North Carolina
$255K -$21.7K -493 -8%
KJHP
2824
K.J. Harrison & Partners
Ontario, Canada
$255K – – –
IWS
2825
Integrity Wealth Solutions
Colorado
$255K +$1.01K +23 +0.4%
111 112
113
114 115