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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2851
Ballast Advisors
Minnesota
$283K – – –
FGG
2852
Financial Guidance Group
Florida
$283K – – –
FA
2853
Faithward Advisors
Pennsylvania
$282K +$267K +5,466 New
DCM
2854
Donaldson Capital Management
Indiana
$281K +$13.4K +274 +5%
RC
2855
Rahlfs Capital
Texas
$281K – – –
USWIA
2856
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K – – –
LIA
2857
Lynx Investment Advisory
District of Columbia
$281K -$52.8K -1,082 -17%
BWM
2858
BKM Wealth Management
Wisconsin
$281K +$13.1K +269 +5%
LTAS
2859
Linden Thomas Advisory Services
North Carolina
$280K -$2.49K -51 -0.9%
AG
2860
AmeriFlex Group
Nevada
$280K -$148K -3,032 -36%
OPCM
2861
Osborne Partners Capital Management
California
$279K -$31K -636 -11%
CWP
2862
Curated Wealth Partners
California
$279K -$42.8K -877 -14%
GEA
2863
Glen Eagle Advisors
New Jersey
$279K +$16.6K +341 +7%
QCIG
2864
Quad-Cities Investment Group
Iowa
$278K +$9.07K +186 +4%
LI
2865
Latash Investments
Alaska
$278K – – –
CFO
2866
Collective Family Office
Pennsylvania
$277K -$5.66K -116 -2%
WTA
2867
Washington Trust Advisors
Massachusetts
$277K +$195 +4 +0.1%
MCM
2868
Monument Capital Management
Virginia
$277K +$11.6K +237 +5%
AIM
2869
Allen Investment Management
New York
$277K – – –
SFGP
2870
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$277K +$10.5K +216 +4%
RFG
2871
REAP Financial Group
Texas
$277K +$21.2K +435 +9%
JHP
2872
James Hambro & Partners
United Kingdom
$276K – – –
VBFG
2873
Vishria Bird Financial Group
Tennessee
$276K +$2.19K +45 +0.8%
MF
2874
Meridian Financial
Massachusetts
$276K -$98 -2 -0%
NIM
2875
Nexus Investment Management
Ontario, Canada
$276K – – –
113 114
115
116 117