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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
2801
Snowwater Investment Partners
Connecticut
$365K +$351K +6,638 New
NWM
2802
Northcape Wealth Management
New York
$364K – – –
SCA
2803
Scott Capital Advisors
Oregon
$364K +$106 +2 +0%
WCP
2804
Wick Capital Partners
Pennsylvania
$364K +$350K +6,617 New
BWA
2805
Blodgett Wealth Advisors
California
$364K +$211 +4 +0.1%
TWM
2806
TriaGen Wealth Management
California
$362K -$14.2K -268 -4%
BGA
2807
Battery Global Advisors
Massachusetts
$362K +$125K +2,361 +312%
IWP
2808
Invenio Wealth Partners
Florida
$362K -$11.4K -215 -3%
BAM
2809
Byrne Asset Management
New Jersey
$361K -$7.14K -135 -2%
NQWM
2810
Northwest Quadrant Wealth Management
Oregon
$360K +$1K +19 +0.3%
TFA
2811
Tranquilli Financial Advisor
New Jersey
$360K -$5.34K -101 -2%
EWM
2812
Evolution Wealth Management
Florida
$359K +$29.4K +556 +9%
NWM
2813
Northwest Wealth Management
Iowa
$359K -$19.8K -374 -5%
RWA
2814
Rooted Wealth Advisors
Illinois
$359K +$4.07K +77 +1%
CNWM
2815
Clay Northam Wealth Management
California
$358K -$2.11K -40 -0.6%
OIS
2816
OneAscent Investment Solutions
Alabama
$358K -$4.02K -76 -1%
OPWM
2817
Oxinas Partners Wealth Management
Indiana
$358K – – –
WFS
2818
Widmann Financial Services
Maryland
$356K -$37K -700 -10%
EIP
2819
Ellis Investment Partners
Pennsylvania
$356K -$13.3K -252 -4%
FFG
2820
Fortress Financial Group
Minnesota
$356K +$1.53K +29 +0.5%
CC
2821
Citrine Capital
California
$356K – – –
IWS
2822
Integrity Wealth Solutions
Colorado
$355K +$31.6K +597 +10%
CAM
2823
Clark Asset Management
New Hampshire
$355K -$376K -7,119 -52%
LCM
2824
Logan Capital Management
Pennsylvania
$354K – – –
FFM
2825
Flagstone Financial Management
Nebraska
$354K +$84.6K +1,600 +33%
111 112
113
114 115