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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
3151
Eastover Investment Advisors
North Carolina
$246K – – –
FCMT
3152
Founders Capital Management (Texas)
Texas
$246K -$1.59K -30 -0.7%
NSB
3153
Norway Savings Bank
Maine
$244K +$21.7K +410 +10%
LWM
3154
Lakeridge Wealth Management
Ohio
$244K +$14.6K +276 +7%
BCG
3155
Bravias Capital Group
New Jersey
$244K -$41.5K -786 -15%
NS
3156
Northland Securities
Minnesota
$243K +$234K +4,425 New
RIS
3157
Richmond Investment Services
Wisconsin
$243K +$10.3K +195 +5%
PWA
3158
Provenance Wealth Advisors
Florida
$243K +$5.13K +97 +2%
FA
3159
Financial Alternatives
California
$243K – – –
HAS
3160
Holland Advisory Services
Florida
$242K +$159 +3 +0.1%
SHGA
3161
Sand Hill Global Advisors
California
$242K -$317K -6,000 -58%
CPC
3162
Congress Park Capital
New York
$242K – – –
KK
3163
Kotler Kevin
$242K +$232K +4,392 New
VDC
3164
Van Diest Capital
Iowa
$241K +$232K +4,390 New
RFA
3165
RTD Financial Advisors
Pennsylvania
$241K +$423 +8 +0.2%
PGFG
3166
Pine Grove Financial Group
Minnesota
$241K +$231K +4,373 New
SHWM
3167
Smith & Howard Wealth Management
Georgia
$240K – – –
BH
3168
Burk Holdings
Oklahoma
$240K -$33.5K -634 -13%
TFG
3169
Taylor Financial Group
Virginia
$240K – – –
PWS
3170
Pursuit Wealth Strategies
North Carolina
$239K +$230K +4,351 New
PWP
3171
Parkwoods Wealth Partners
New York
$239K +$14.2K +269 +7%
PHWM
3172
Pine Harbor Wealth Management
Maryland
$239K – – –
SFO
3173
Stenger Family Office
Illinois
$239K +$17.8K +337 +8%
CWMGO
3174
Capstone Wealth Management Group (Oregon)
Oregon
$239K – – –
I
3175
INVST
Indiana
$239K +$20.8K +393 +10%
125 126
127
128 129