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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
3001
Chesley Taft & Associates
Illinois
$235K +$4.68K +96 +2%
PCP
3002
Panoramic Capital Partners
Oregon
$235K +$6.63K +136 +3%
SWMP
3003
Signature Wealth Management Partners
New Jersey
$234K -$9.76K -200 -4%
EB
3004
Exchange Bank
California
$233K +$14K +287 +7%
BW
3005
BXM Wealth
Colorado
$233K +$221K +4,523 New
SGFG
3006
Silver Grove Financial Group
New York
$233K +$220K +4,518 New
IC
3007
Iconiq Capital
California
$232K -$1.21M -24,901 -85%
CF
3008
Claris Financial
Virginia
$232K +$10.7K +219 +5%
FCMT
3009
Founders Capital Management (Texas)
Texas
$232K – – –
IWB
3010
Innovative Wealth Building
Maryland
$232K +$219K +4,498 New
UWP
3011
Uniting Wealth Partners
Kansas
$232K +$219K +4,488 New
KWMG
3012
King Wealth Management Group
Florida
$231K – – –
MAG
3013
MRA Advisory Group
New Jersey
$231K +$829 +17 +0.4%
EIA
3014
Eastover Investment Advisors
North Carolina
$231K – – –
FCB
3015
First County Bank
Connecticut
$230K -$26.8K -550 -11%
TWM
3016
Tripletail Wealth Management
Florida
$229K – – –
AWP
3017
Avid Wealth Partners
Texas
$229K -$27.7K -568 -11%
TCWM
3018
Total Clarity Wealth Management
Illinois
$229K -$1.02K -21 -0.5%
BC
3019
Bridgefront Capital
Texas
$228K -$1.18M -24,237 -85%
FA
3020
Financial Alternatives
California
$228K – – –
FDDB
3021
Fidelity D&D Bancorp
Pennsylvania
$228K -$537 -11 -0.2%
TPWM
3022
Twelve Points Wealth Management
Massachusetts
$228K – – –
DAL
3023
Delta Accumulation LLC
California
$227K +$1.46K +30 +0.5%
CCM
3024
Canal Capital Management
Virginia
$227K +$976 +20 +0.5%
HAS
3025
Holland Advisory Services
Florida
$227K +$195 +4 +0.1%
119 120
121
122 123