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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3301
WestEnd Advisors
North Carolina
$6.86K -$2.15K -51 -26%
CFP
3302
Comprehensive Financial Planning
Pennsylvania
$6.39K – – –
IWP
3303
IAG Wealth Partners
Wisconsin
$6.29K – – –
PPA
3304
Painted Porch Advisors
California
$5.82K -$11.9K -284 -70%
PS
3305
PayPay Securities
Japan
$5.58K -$42 -1 -0.8%
RJA
3306
Ross\Johnson & Associates
Minnesota
$5.11K – – –
PP
3307
PFS Partners
New Jersey
$5.03K – – –
EA
3308
Evolution Advisers
Virginia
$5K – – –
TTIC
3309
Tower Trust & Investment Company
Iowa
$4.73K – – –
HIA
3310
HFM Investment Advisors
New Jersey
$4.35K +$2.48K +59 +179%
HFS
3311
Horizon Financial Services
North Carolina
$3.69K +$1.81K +43 +123%
CIAM
3312
Caitong International Asset Management
Hong Kong
$2.46K +$2.19K +52 New
PCM
3313
Perritt Capital Management
Illinois
$2.08K – – –
LWMI
3314
Legacy Wealth Management (Idaho)
Idaho
$1.85K -$2.1K -50 -56%
LIS
3315
Legacy Investment Solutions
Idaho
$1.85K +$1.64K +39 New
DWA
3316
Delos Wealth Advisors
Texas
$1.56K +$1.39K +33 New
ACM
3317
Anfield Capital Management
California
$1.37K -$7.57K -180 -86%
DF
3318
DecisionPoint Financial
Arizona
$1.35K +$1.18K +28 New
EPW
3319
Evergreen Private Wealth
Colorado
$615 – – –
LFA
3320
Legend Financial Advisors
Pennsylvania
$558 +$505 +12 New
AIM
3321
Alphinity Investment Management
Australia
– -$785M -18,816,185 Closed
EC
3322
Eminence Capital
New York
– -$113M -2,698,949 Closed
MIM
3323
MetLife Investment Management
New Jersey
– -$71.8M -1,720,517 Closed
CLOS
3324
Compagnie Lombard Odier SCmA
Switzerland
– -$66.8M -1,599,775 Closed
CF
3325
Corebridge Financial
Texas
– -$61.6M -1,476,816 Closed
131 132
133
134 135