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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
3026
ORG Wealth Partners
Texas
$92.2K +$99K +2,222 New
BWL
3027
Bogart Wealth LLC
Virginia
$90.9K +$6.15K +138 +7%
CW
3028
Curio Wealth
Maryland
$90.6K +$89 +2 New
CAC
3029
Core Alternative Capital
Georgia
$89.1K -$11.4K -255 -11%
DI
3030
DAGCO Inc
Ohio
$88.6K +$94.6K +2,122 New
1NWS
3031
1 North Wealth Services
Maryland
$87.2K +$93.1K +2,089 New
BFPW
3032
BOK Financial Private Wealth
Colorado
$86.5K -$16.3K -366 -15%
IWM
3033
IMG Wealth Management
Florida
$86.3K – – –
FPF
3034
First Pacific Financial
Washington
$86.3K -$150K -3,361 -62%
SC
3035
Stephens Consulting
Michigan
$86.2K -$802 -18 -0.9%
MSWA
3036
Marshall & Sterling Wealth Advisors
New York
$85.3K +$59.6K +1,338 +189%
AWM
3037
Atticus Wealth Management
Florida
$84.9K – – –
IIL
3038
Insight Inv LLC
California
$84.4K +$543K +12,193 New
ACM
3039
Adalta Capital Management
New York
$83.5K – – –
GCM
3040
GKV Capital Management
California
$83.5K – – –
PW
3041
Pandora Wealth
Illinois
$83.5K +$89.1K +2,000 New
SWIM
3042
Smallwood Wealth Investment Management
New Jersey
$82.5K +$88.1K +1,977 New
BL
3043
BFSG LLC
California
$80.6K -$7.8K -175 -8%
DFA
3044
DHJJ Financial Advisors
Illinois
$78.8K – – –
STB
3045
S&T Bank
Pennsylvania
$78.5K +$3.43K +77 +4%
FNWA
3046
Financial Network Wealth Advisors
Utah
$77.9K +$34K +763 +69%
SRCM
3047
Signature Resources Capital Management
California
$77.7K +$89 +2 +0.1%
FMTCOCP
3048
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K – – –
RF
3049
Rossby Financial
Florida
$75K +$84.2K +1,889 New
RWM
3050
Rialto Wealth Management
New York
$74.6K +$2.94K +66 +4%
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122
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