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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2851
Faithward Advisors
Pennsylvania
$282K +$267K +5,466 New
DCM
2852
Donaldson Capital Management
Indiana
$281K +$13.4K +274 +5%
RC
2853
Rahlfs Capital
Texas
$281K – – –
USWIA
2854
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K – – –
LIA
2855
Lynx Investment Advisory
District of Columbia
$281K -$52.8K -1,082 -17%
BWM
2856
BKM Wealth Management
Wisconsin
$281K +$13.1K +269 +5%
LTAS
2857
Linden Thomas Advisory Services
North Carolina
$280K -$2.49K -51 -0.9%
AG
2858
AmeriFlex Group
Nevada
$280K -$148K -3,032 -36%
OPCM
2859
Osborne Partners Capital Management
California
$279K -$31K -636 -11%
CWP
2860
Curated Wealth Partners
California
$279K -$42.8K -877 -14%
GEA
2861
Glen Eagle Advisors
New Jersey
$279K +$16.6K +341 +7%
QCIG
2862
Quad-Cities Investment Group
Iowa
$278K +$9.07K +186 +4%
LI
2863
Latash Investments
Alaska
$278K – – –
CFO
2864
Collective Family Office
Pennsylvania
$277K -$5.66K -116 -2%
WTA
2865
Washington Trust Advisors
Massachusetts
$277K +$195 +4 +0.1%
MCM
2866
Monument Capital Management
Virginia
$277K +$11.6K +237 +5%
AIM
2867
Allen Investment Management
New York
$277K – – –
SFGP
2868
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$277K +$10.5K +216 +4%
RFG
2869
REAP Financial Group
Texas
$277K +$21.2K +435 +9%
JHP
2870
James Hambro & Partners
United Kingdom
$276K – – –
VBFG
2871
Vishria Bird Financial Group
Tennessee
$276K +$2.19K +45 +0.8%
MF
2872
Meridian Financial
Massachusetts
$276K -$98 -2 -0%
NIM
2873
Nexus Investment Management
Ontario, Canada
$276K – – –
TWM
2874
Trueblood Wealth Management
Ohio
$275K +$8.15K +167 +3%
HA
2875
HFG Advisors
Ohio
$274K +$4.63K +95 +2%
113 114
115
116 117