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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1051
Grove Bank & Trust
Florida
$4.39M +$26.1K +490 +0.6%
UB
1052
Umpqua Bank
Oregon
$4.38M +$247K +4,642 +6%
DF
1053
Dunhill Financial
United Kingdom
$4.38M -$5.85K -110 -0.1%
CA
1054
CV Advisors
Florida
$4.37M -$759K -14,280 -16%
FMI
1055
Frec Markets Inc
California
$4.36M +$1.56M +29,313 +62%
MVA
1056
Mount Vernon Associates
Maryland
$4.35M -$356K -6,700 -8%
QI
1057
Qtron Investments
Massachusetts
$4.35M -$518K -9,742 -11%
PP
1058
Patten & Patten
Tennessee
$4.34M -$31.8K -597 -0.8%
ICP
1059
Ironvine Capital Partners
Nebraska
$4.34M – – –
FRA
1060
Frank Rimerman Advisors
California
$4.32M +$53.7K +1,010 +1%
SDIC
1061
South Dakota Investment Council
South Dakota
$4.32M -$90.4K -1,700 -2%
MWM
1062
Massachusetts Wealth Management
Massachusetts
$4.32M +$9.31K +175 +0.2%
MB
1063
MidFirst Bank
Oklahoma
$4.32M -$26.9K -505 -0.7%
TBA
1064
Tower Bridge Advisors
Pennsylvania
$4.31M -$49.7K -934 -1%
QT
1065
Quantbot Technologies
New York
$4.3M -$1.53M -28,722 -28%
KFA
1066
Kelleher Financial Advisors
New York
$4.29M +$1.85M +34,697 +85%
BAAM
1067
Baker Avenue Asset Management
California
$4.29M -$799K -15,020 -17%
LWM
1068
Lyell Wealth Management
California
$4.29M +$25.8K +485 +0.6%
NHC
1069
Nicholas Hoffman & Company
Georgia
$4.29M +$264K +4,959 +7%
SIA
1070
SeaBridge Investment Advisors
New Jersey
$4.28M -$122K -2,294 -3%
MSFS
1071
Main Street Financial Solutions
Pennsylvania
$4.25M +$56.6K +1,064 +1%
MA
1072
MONECO Advisors
Connecticut
$4.23M +$1.89M +35,544 +92%
CIA
1073
Choate Investment Advisors
Massachusetts
$4.21M -$27.5K -517 -0.7%
DCM
1074
Delta Capital Management
New Jersey
$4.19M +$138K +2,600 +4%
CWM
1075
Chemistry Wealth Management
New York
$4.19M -$159K -2,988 -4%
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