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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1076
Capital Investment Advisory Services
North Carolina
$2.31M +$9.22K +256 +0.3%
SACTSONJ
1077
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.3M – – –
SIAG
1078
Safeguard Investment Advisory Group
California
$2.3M – – –
BCM
1079
Bayesian Capital Management
New York
$2.3M +$2.66M +73,930 New
PWP
1080
Private Wealth Partners
California
$2.3M -$196K -5,444 -7%
PMG
1081
ProVise Management Group
Florida
$2.3M -$134K -3,727 -5%
IFG
1082
Independent Financial Group
California
$2.29M -$128K -3,546 -5%
DWT
1083
Dorsey & Whitney Trust
South Dakota
$2.29M +$38.5K +1,069 +1%
SWM
1084
Sugarloaf Wealth Management
Georgia
$2.29M +$52.2K +1,449 +2%
BWA
1085
BDO Wealth Advisors
Florida
$2.27M +$312K +8,674 +13%
FC
1086
FORA Capital
Florida
$2.27M +$2.63M +72,977 New
CWAG
1087
Compton Wealth Advisory Group
Virginia
$2.27M -$94.2K -2,616 -3%
FHA
1088
First Horizon Advisors
Tennessee
$2.27M +$396K +11,011 +18%
AAS
1089
Ameritas Advisory Services
Nebraska
$2.26M -$76.8K -2,134 -3%
EWM
1090
Edge Wealth Management
New York
$2.25M -$162K -4,513 -6%
CWM
1091
Centric Wealth Management
Illinois
$2.25M -$714K -19,845 -22%
ECM
1092
Exchange Capital Management
Michigan
$2.24M -$48.8K -1,355 -2%
TFS
1093
TrustCore Financial Services
Tennessee
$2.24M +$51.4K +1,427 +2%
BAM
1094
Belpointe Asset Management
Nevada
$2.24M -$194K -5,382 -7%
CIA
1095
Cohen Investment Advisors
New Hampshire
$2.23M +$41.3K +1,146 +2%
FMAEN1
1096
Fund Management at Engine No 1
California
$2.23M +$411K +11,418 +19%
NRS
1097
Neville Rodie & Shaw
New York
$2.22M +$15.5K +430 +0.6%
GMA
1098
Glassy Mountain Advisors
Maryland
$2.22M +$5.37K +149 +0.2%
OWIM
1099
Old West Investment Management
California
$2.22M +$1.8M +50,108 +236%
MAM
1100
Mystic Asset Management
Rhode Island
$2.22M +$92.2K +2,560 +4%
42 43
44
45 46