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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
951
Cadence Bank
Mississippi
$3.1M +$118K +4,062 +5%
TW
952
TritonPoint Wealth
Maryland
$3.1M +$2.68M +91,950 New
AWM
953
Avior Wealth Management
Nebraska
$3.09M +$61.5K +2,113 +2%
SC
954
Skylands Capital
Wisconsin
$3.07M -$1.03M -35,450 -28%
APP
955
Avantax Planning Partners
Iowa
$3.06M -$422K -14,501 -14%
GF
956
Gries Financial
Ohio
$3.06M +$60K +2,061 +2%
GMA
957
Glassy Mountain Advisors
Maryland
$3.04M +$50.4K +1,731 +2%
AIM
958
Anchor Investment Management
South Carolina
$3.04M +$28.3K +973 +1%
CCM
959
Coldstream Capital Management
Washington
$3.04M -$61.1K -2,098 -2%
PAS
960
Park Avenue Securities
New York
$3.03M -$15.9K -546 -0.6%
ADL
961
Asset Dedication LLC
California
$3.03M -$267K -9,162 -9%
AFG
962
Atomi Financial Group
New York
$3M +$525K +18,044 +25%
KFC
963
Klingenstein Fields & Co
New York
$2.99M -$1.57K -54 -0.1%
AP
964
Americana Partners
Texas
$2.98M +$1.22M +41,786 +69%
SWS
965
SYSTM Wealth Solutions
Illinois
$2.97M -$175K -6,008 -6%
CAM
966
Cidel Asset Management
Ontario, Canada
$2.97M +$2.11M +72,485 +461%
CPM
967
Connective Portfolio Management
New York
$2.97M +$2.57M +88,210 New
HCM
968
Hollencrest Capital Management
California
$2.96M -$194K -6,667 -7%
QI
969
Qtron Investments
Massachusetts
$2.95M +$724K +24,868 +40%
TCPG
970
Trivant Custom Portfolio Group
California
$2.95M -$21.5K -737 -0.8%
AAI
971
American Assets Inc
California
$2.95M – – –
YDMI
972
Y.D. More Investments
Israel
$2.94M +$359K +12,319 +16%
BW
973
Bison Wealth
Georgia
$2.94M -$308K -10,590 -11%
WWM
974
Western Wealth Management
Colorado
$2.93M +$4.6K +158 +0.2%
CA
975
Commerzbank Aktiengesellschaft
Germany
$2.93M -$276K -9,486 -10%
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