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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSMC
851
Jess S. Morgan & Co
California
$4.89M -$8.2K -180 -0.2%
LI
852
Latash Investments
Alaska
$4.89M – – –
NCM
853
Neumann Capital Management
California
$4.89M -$45.6K -1,000 -0.9%
KFC
854
Klingenstein Fields & Co
New York
$4.88M -$56.9K -1,248 -1%
FTDI
855
First Trust Direct Indexing
Massachusetts
$4.88M -$128K -2,813 -2%
BCFD
856
Boit C.F. David
$4.88M – – –
LPT
857
Legacy Private Trust
Wisconsin
$4.84M +$222K +4,879 +5%
VWM
858
Valley Wealth Managers
New Jersey
$4.83M -$253K -5,543 -5%
RFMS
859
RWQ Financial Management Services
Florida
$4.8M +$1.01M +22,150 +26%
SGI
860
Summit Global Investments
Utah
$4.79M +$96.3K +2,114 +2%
CNC
861
Canandaigua National Corp
New York
$4.78M -$114K -2,501 -2%
GCM
862
Gables Capital Management
Florida
$4.76M -$88.8K -1,950 -2%
TA
863
Tectonic Advisors
Texas
$4.72M -$652K -14,317 -12%
DJYG
864
David J. Yvars Group
Florida
$4.72M +$820 +18 +0%
AIA
865
Affinity Investment Advisors
California
$4.7M -$64K -1,405 -1%
PM
866
Phraction Management
Connecticut
$4.68M +$4.79M +105,235 New
CA
867
Cullinan Associates
Kentucky
$4.67M +$2.08M +45,574 +77%
HCM
868
Hodges Capital Management
Texas
$4.67M -$272K -5,975 -5%
VCA
869
Verdence Capital Advisors
Maryland
$4.64M +$114K +2,513 +2%
FB
870
Fulton Bank
Pennsylvania
$4.64M -$29.9K -657 -0.6%
AWMT
871
AAFMAA Wealth Management & Trust
North Carolina
$4.63M +$456K +10,000 +11%
ET
872
Equitable Trust
Tennessee
$4.63M -$1.91M -41,851 -29%
TPCW
873
TD Private Client Wealth
New York
$4.63M -$2.98M -65,340 -39%
FFBTD
874
First Financial Bank - Trust Division
Ohio
$4.63M +$29K +637 +0.6%
HIA
875
Harbor Investment Advisory
Maryland
$4.61M -$46.6K -1,023 -1%
33 34
35
36 37