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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3001
Hoese & Co
Minnesota
$236K – – –
HCWM
3002
Hidden Cove Wealth Management
Washington
$235K +$223K +4,561 New
CTA
3003
Chesley Taft & Associates
Illinois
$235K +$4.68K +96 +2%
PCP
3004
Panoramic Capital Partners
Oregon
$235K +$6.63K +136 +3%
SWMP
3005
Signature Wealth Management Partners
New Jersey
$234K -$9.76K -200 -4%
EB
3006
Exchange Bank
California
$233K +$14K +287 +7%
BW
3007
BXM Wealth
Colorado
$233K +$221K +4,523 New
SGFG
3008
Silver Grove Financial Group
New York
$233K +$220K +4,518 New
IC
3009
Iconiq Capital
California
$232K -$1.21M -24,901 -85%
CF
3010
Claris Financial
Virginia
$232K +$10.7K +219 +5%
FCMT
3011
Founders Capital Management (Texas)
Texas
$232K – – –
IWB
3012
Innovative Wealth Building
Maryland
$232K +$219K +4,498 New
UWP
3013
Uniting Wealth Partners
Kansas
$232K +$219K +4,488 New
KWMG
3014
King Wealth Management Group
Florida
$231K – – –
MAG
3015
MRA Advisory Group
New Jersey
$231K +$829 +17 +0.4%
EIA
3016
Eastover Investment Advisors
North Carolina
$231K – – –
FCB
3017
First County Bank
Connecticut
$230K -$26.8K -550 -11%
TWM
3018
Tripletail Wealth Management
Florida
$229K – – –
AWP
3019
Avid Wealth Partners
Texas
$229K -$27.7K -568 -11%
TCWM
3020
Total Clarity Wealth Management
Illinois
$229K -$1.02K -21 -0.5%
BC
3021
Bridgefront Capital
Texas
$228K -$1.18M -24,237 -85%
FA
3022
Financial Alternatives
California
$228K – – –
FDDB
3023
Fidelity D&D Bancorp
Pennsylvania
$228K -$537 -11 -0.2%
TPWM
3024
Twelve Points Wealth Management
Massachusetts
$228K – – –
DAL
3025
Delta Accumulation LLC
California
$227K +$1.46K +30 +0.5%
119 120
121
122 123