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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Anchor Investment Management
South Carolina
$4.03M -$80.8K -1,657 -2%
BAAM
1027
Baker Avenue Asset Management
California
$4.01M +$538K +11,021 +17%
PCA
1028
Peddock Capital Advisors
Massachusetts
$4.01M -$81.3K -1,667 -2%
SCP
1029
Shorepoint Capital Partners
Massachusetts
$4M +$3.78M +77,482 New
WJWM
1030
Williams Jones Wealth Management
New York
$3.99M -$84.3K -1,728 -2%
PCG
1031
Prosperity Consulting Group
Maryland
$3.98M +$656K +13,452 +21%
GBT
1032
Grove Bank & Trust
Florida
$3.97M -$1.37K -28 -0%
TAM
1033
Trust Asset Management
Texas
$3.97M – – –
WWA
1034
WCG Wealth Advisors
Nevada
$3.96M -$110K -2,256 -3%
GIM
1035
Generali Investments Management
Slovenia
$3.96M -$746K -15,300 -17%
UB
1036
Umpqua Bank
Oregon
$3.95M -$56.9K -1,166 -2%
PWCM
1037
Processus Wealth & Capital Management
Tennessee
$3.94M -$52.2K -1,069 -1%
ETC
1038
Exchange Traded Concepts
Oklahoma
$3.94M +$3.12M +63,972 +516%
ICP
1039
Ironvine Capital Partners
Nebraska
$3.93M – – –
OCAM
1040
Owl Creek Asset Management
New York
$3.9M +$3.68M +75,524 New
MSFS
1041
Main Street Financial Solutions
Pennsylvania
$3.89M +$219K +4,483 +6%
BTI
1042
Blue Trust Inc
Georgia
$3.89M -$58.9K -1,208 -2%
AWA
1043
Aaron Wealth Advisors
Illinois
$3.87M +$1.2M +24,628 +49%
WP
1044
Waycross Partners
Kentucky
$3.87M +$1.22M +25,000 +50%
MWM
1045
Massachusetts Wealth Management
Massachusetts
$3.87M +$182K +3,725 +5%
TW
1046
TritonPoint Wealth
Maryland
$3.86M +$217K +4,449 +6%
CRC
1047
Curi RMB Capital
Illinois
$3.85M +$232K +4,759 +7%
TBA
1048
Tower Bridge Advisors
Pennsylvania
$3.83M +$32.2K +660 +0.9%
HCA
1049
Harbour Capital Advisors
Virginia
$3.83M -$18.8K -386 -0.5%
SACTSONJ
1050
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.82M – – –
40 41
42
43 44