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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
801
Focus Partners Advisor Solutions
Missouri
$7.95M +$587K +11,039 +9%
WIC
802
Woodmont Investment Counsel
Tennessee
$7.9M +$157K +2,951 +2%
NIM
803
Northeast Investment Management
Massachusetts
$7.9M -$367K -6,894 -5%
SCM
804
SCS Capital Management
Massachusetts
$7.88M -$17.6K -331 -0.2%
FWC
805
First Washington Corp
Washington
$7.87M -$82.4K -1,549 -1%
BJL
806
Brighton Jones LLC
Washington
$7.86M +$590K +11,085 +9%
GW
807
Griffith & Werner
Georgia
$7.86M +$477K +8,974 +7%
IWA
808
Icon Wealth Advisors
Texas
$7.83M +$90.1K +1,695 +1%
BFO
809
Biltmore Family Office
North Carolina
$7.8M -$251K -4,716 -3%
FNT
810
First National Trust
Pennsylvania
$7.77M -$1.22M -22,854 -14%
TE
811
Tema ETFs
New York
$7.77M +$702K +13,195 +11%
BWP
812
Baldwin Wealth Partners
Massachusetts
$7.77M -$41.7K -785 -0.6%
OIA
813
OneDigital Investment Advisors
Kansas
$7.76M +$492K +9,254 +7%
VI
814
Vestcor Inc
New Brunswick, Canada
$7.75M -$157K -2,958 -2%
CA
815
Cullinan Associates
Kentucky
$7.68M -$636K -11,956 -8%
KA
816
Kintegral Advisory
New York
$7.67M – – –
HIIFS
817
Harel Insurance Investments & Financial Services
Israel
$7.65M +$631K +11,868 +10%
CBUSF
818
Construction & Building Unions Superannuation Fund
Australia
$7.65M – – –
LM
819
Lincluden Management
Ontario, Canada
$7.62M +$43.4K +816 +0.6%
MA
820
Montag & Associates
Georgia
$7.59M -$136K -2,566 -2%
IWM
821
IHT Wealth Management
Illinois
$7.59M +$91.3K +1,717 +1%
MG
822
Mather Group
Illinois
$7.58M +$4.75M +89,312 +205%
PGAM
823
Princeton Global Asset Management
New Jersey
$7.54M +$53.2K +1,000 +0.8%
RCA
824
Rose Capital Advisors
Florida
$7.48M +$6.98M +131,295 New
AC
825
AlphaCore Capital
California
$7.47M -$25.3K -476 -0.4%
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