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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1001
AFS Financial Group
Maryland
$2.25M -$64.8K -2,190 -3%
LAM
1002
Lakewood Asset Management
Illinois
$2.25M +$62K +2,096 +3%
IFWM
1003
Institute for Wealth Management
Colorado
$2.25M +$67.3K +2,274 +3%
LCS
1004
Levin Capital Strategies
New York
$2.24M -$90.2K -3,049 -4%
AG
1005
AIA Group
Hong Kong
$2.22M +$416K +14,066 +21%
BJL
1006
Brighton Jones LLC
Washington
$2.22M +$76.2K +2,577 +3%
RWP
1007
RWA Wealth Partners
Massachusetts
$2.22M -$4.89M -165,331 -67%
AIM
1008
ARGA Investment Management
Connecticut
$2.22M +$15.3K +518 +0.6%
NW
1009
NewEdge Wealth
Pennsylvania
$2.21M +$228K +7,703 +11%
SAM
1010
Silvercrest Asset Management
New York
$2.21M -$329K -11,107 -12%
BCM
1011
Brookmont Capital Management
Texas
$2.21M -$15.4K -521 -0.6%
MWM
1012
Madison Wealth Management
Ohio
$2.2M -$1.05M -35,441 -31%
SWM
1013
Spire Wealth Management
Virginia
$2.2M +$14.2K +481 +0.6%
SYBT
1014
Stock Yards Bank & Trust
Kentucky
$2.19M -$79.9K -2,700 -3%
HCP
1015
Hiddenite Capital Partners
New York
$2.19M – – –
APF
1016
Alaska Permanent Fund
Alaska
$2.18M – – –
SAM
1017
Synergy Asset Management
Washington
$2.17M -$3.66M -123,832 -61%
HT
1018
Heritage Trust
Oklahoma
$2.17M +$25K +844 +1%
PPW
1019
Parcion Private Wealth
Washington
$2.17M -$2.69K -91 -0.1%
BONST
1020
Bank of Nova Scotia Trust
Ontario, Canada
$2.16M -$1.26M -42,586 -35%
PIM
1021
Penobscot Investment Management
Massachusetts
$2.15M +$2.33M +78,654 New
PCA
1022
Peddock Capital Advisors
Massachusetts
$2.15M -$11.1K -374 -0.5%
CBB
1023
Citizens Business Bank
California
$2.14M -$141K -4,756 -6%
BDS
1024
Banco de Sabadell
Florida
$2.14M -$237K -8,003 -9%
FAM
1025
Formidable Asset Management
Ohio
$2.14M -$36.9K -1,248 -2%
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