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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
3351
Breakwater Investment Management
Washington
$134K +$2.54K +48 +2%
BIA
3352
Bell Investment Advisors
California
$134K +$27.5K +520 +27%
T
3353
TrustBank
Illinois
$133K +$128K +2,418 New
MCCP
3354
Mission Creek Capital Partners
California
$133K +$370 +7 +0%
ASCM
3355
Adkins Seale Capital Management
Louisiana
$132K +$127K +2,400 New
CC
3356
Corsicana & Co
Texas
$125K – – –
BHWM
3357
Beaird Harris Wealth Management
Texas
$124K -$20.8K -394 -15%
TC
3358
Truvestments Capital
Florida
$122K +$106 +2 +0.1%
AWA
3359
American Wealth Advisors
Georgia
$121K +$211 +4 +0.2%
DPW
3360
DiNuzzo Private Wealth
Pennsylvania
$120K -$1.8K -34 -2%
PFO
3361
Pioneer Family Office
Florida
$119K +$115K +2,170 New
WAG
3362
Wilkerson Advisory Group
Missouri
$118K +$114K +2,153 New
DWM
3363
Darwin Wealth Management
Florida
$117K +$264 +5 +0.2%
DI
3364
DAGCO Inc
Ohio
$117K +$106 +2 +0.1%
QL
3365
Quarry LP
New York
$116K +$112K +2,112 New
CB
3366
CNB Bank
Pennsylvania
$116K -$1.43K -27 -1%
BDL
3367
Banque de Luxembourg
Luxembourg
$116K +$111K +2,105 New
RP
3368
Rowlandmiller & Partners
Georgia
$115K +$111K +2,092 New
1NWS
3369
1 North Wealth Services
Maryland
$115K – – –
TC
3370
Tacita Capital
Ontario, Canada
$114K – – –
AW
3371
Avion Wealth
Texas
$114K -$2.33K -44 -2%
FPF
3372
First Pacific Financial
Washington
$114K +$53 +1 +0%
RIP
3373
RAM Investment Partners
Washington
$113K +$109K +2,060 New
STB
3374
S&T Bank
Pennsylvania
$111K +$3.59K +68 +3%
RF
3375
Roxbury Financial
New Jersey
$111K -$10.1K -191 -9%
133 134
135
136 137