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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
751
SCS Capital Management
Massachusetts
$8.32M -$1.5M -30,721 -16%
FFA
752
Farther Finance Advisors
California
$8.28M +$1.42M +29,044 +22%
AWAG
753
ARS Wealth Advisors Group
Florida
$8.27M +$29.1K +597 +0.4%
GIC
754
Generali Investments CEE
Czech Republic
$8.26M -$86.6K -1,775 -1%
WC
755
Woodstock Corp
Massachusetts
$8.21M +$11.5K +235 +0.1%
GWMR
756
GC Wealth Management RIA
Massachusetts
$8.18M +$3.24M +66,346 +72%
FNT
757
First National Trust
Pennsylvania
$8.15M -$930K -19,070 -11%
CAMG
758
CWA Asset Management Group
Florida
$8.14M +$318K +6,511 +4%
TPCW
759
TD Private Client Wealth
New York
$8.13M +$126K +2,574 +2%
AFG
760
Atomi Financial Group
New York
$8.1M +$880K +18,047 +13%
SAM
761
Socorro Asset Management
Texas
$8.07M -$1.33M -27,202 -15%
BP
762
Ballentine Partners
Massachusetts
$8.05M +$4.15K +85 +0.1%
SIM
763
Seaview Investment Managers
Florida
$8M +$7.56M +155,065 New
VHAM
764
Van Hulzen Asset Management
California
$7.95M +$6.91M +141,664 +1,136%
WBC
765
Westpac Banking Corp
Australia
$7.91M +$1.03M +21,062 +16%
UCMOK
766
United Capital Management of KS
Kansas
$7.84M +$117K +2,406 +2%
RWP
767
RWA Wealth Partners
Massachusetts
$7.82M -$62.7K -1,285 -0.8%
HAI
768
Hennessy Advisors Inc
California
$7.78M -$87.8K -1,800 -1%
UF
769
Univest Financial
Pennsylvania
$7.74M -$471K -9,658 -6%
NIM
770
Northeast Investment Management
Massachusetts
$7.73M -$132K -2,700 -2%
LF
771
Longbow Finance
Switzerland
$7.72M +$7.3M +149,650 New
BAM
772
Boyar Asset Management
New York
$7.71M -$102K -2,100 -1%
SLI
773
Sumitomo Life Insurance
Japan
$7.7M -$196K -4,021 -3%
FMWA
774
Forvis Mazars Wealth Advisors
Missouri
$7.68M -$130K -2,665 -2%
SCA
775
Stieven Capital Advisors
Missouri
$7.67M +$2.2M +45,100 +44%
29 30
31
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