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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWCM
1051
Processus Wealth & Capital Management
Tennessee
$3.23M +$34.3K +769 +1%
CCA
1052
Checchi Capital Advisers
California
$3.22M +$134K +3,012 +4%
PA
1053
Procyon Advisors
Connecticut
$3.21M +$847K +18,998 +33%
SWP
1054
Sagespring Wealth Partners
Tennessee
$3.21M +$298K +6,694 +10%
TAM
1055
Trust Asset Management
Texas
$3.21M -$136K -3,056 -4%
HSA
1056
HBK Sorce Advisory
Pennsylvania
$3.2M +$170K +3,821 +5%
SCP
1057
Shorepoint Capital Partners
Massachusetts
$3.2M +$42K +943 +1%
SAG
1058
SageView Advisory Group
California
$3.18M +$276K +6,203 +9%
ICP
1059
Ironvine Capital Partners
Nebraska
$3.18M – – –
BCM
1060
Bayesian Capital Management
New York
$3.15M +$3.36M +75,400 New
WAAG
1061
Wealth Alliance Advisory Group
Kansas
$3.13M -$312K -6,998 -9%
PTC
1062
Private Trust Company
Ohio
$3.12M -$94.8K -2,128 -3%
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$3.12M -$178 -4 -0%
SVWAG
1064
Sound View Wealth Advisors Group
Georgia
$3.12M +$161K +3,624 +5%
CRIG
1065
Charter Research & Investment Group
Connecticut
$3.09M +$22.3K +500 +0.7%
SACTSONJ
1066
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.09M – – –
SWM
1067
Spire Wealth Management
Virginia
$3.08M +$150K +3,371 +5%
EWM
1068
Evercore Wealth Management
New York
$3.08M -$585K -13,129 -15%
SAM
1069
Smartleaf Asset Management
Massachusetts
$3.08M +$372K +8,351 +13%
TBA
1070
Tower Bridge Advisors
Pennsylvania
$3.07M +$48K +1,078 +1%
PNC
1071
Park National Corp
Ohio
$3.07M -$301K -6,744 -8%
MSFS
1072
Main Street Financial Solutions
Pennsylvania
$3.06M -$43.2K -970 -1%
BB
1073
Berkshire Bank
Massachusetts
$3.05M -$43.4K -975 -1%
HIC
1074
Holderness Investments Company
North Carolina
$3.03M +$6.86K +154 +0.2%
JIP
1075
Jaffetilchin Investment Partners
Florida
$3M +$29.5K +662 +0.9%
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