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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Spire Wealth Management
Virginia
$3.09M +$225K +6,567 +9%
YDMI
1002
Y.D. More Investments
Israel
$3.09M -$200K -5,826 -7%
AC
1003
AlphaCore Capital
California
$3.09M +$1.48K +43 +0.1%
PTC
1004
Private Trust Company
Ohio
$3.08M -$22K -640 -0.8%
MAS
1005
Meeder Advisory Services
Ohio
$3.08M +$203K +5,913 +8%
SAM
1006
Silvercrest Asset Management
New York
$3.06M -$70.3K -2,049 -2%
MWM
1007
Modera Wealth Management
New Jersey
$3.05M -$25.6K -747 -0.9%
RC
1008
Roundview Capital
New Jersey
$3.04M +$36.6K +1,066 +1%
TSWM
1009
Triangle Securities Wealth Management
North Carolina
$3.04M -$50K -1,458 -2%
TBA
1010
Tower Bridge Advisors
Pennsylvania
$3.03M -$183K -5,335 -6%
MIH
1011
Meitav Investment House
Israel
$3.03M -$172K -5,020 -6%
GL
1012
Graypoint LLC
New York
$3.02M +$203K +5,920 +8%
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$3.01M -$172K -5,002 -6%
KWA
1014
Kingswood Wealth Advisors
California
$3.01M +$410K +11,947 +18%
DPIM
1015
Duff & Phelps Investment Management
Illinois
$3.01M +$78.5K +2,288 +3%
WTC
1016
WhitTier Trust Company
Nevada
$3.01M -$177K -5,164 -6%
MWM
1017
Mission Wealth Management
California
$3.01M +$978K +28,476 +56%
SWS
1018
SYSTM Wealth Solutions
Illinois
$3M -$313K -9,132 -10%
BCM
1019
Brookmont Capital Management
Texas
$2.99M +$60.7K +1,769 +2%
CAAS
1020
Capital Asset Advisory Services
Michigan
$2.99M +$244K +7,120 +10%
MNBTD
1021
Moody National Bank Trust Division
Texas
$2.98M +$26.5K +773 +1%
CIA
1022
Cohen Investment Advisors
New Hampshire
$2.98M +$130K +3,787 +5%
PPW
1023
Parcion Private Wealth
Washington
$2.96M -$35.4K -1,031 -1%
APF
1024
Alaska Permanent Fund
Alaska
$2.96M -$42K -1,223 -2%
MAM
1025
Mystic Asset Management
Rhode Island
$2.96M +$84.4K +2,458 +3%
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