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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPG
1076
Strategic Planning Group
Utah
$3.45M +$2.83M +67,280 +1,218%
SF
1077
Slagle Financial
Illinois
$3.42M +$109K +2,588 +4%
HIC
1078
Holderness Investments Company
North Carolina
$3.42M -$11.2K -267 -0.4%
GIM
1079
Guardian Investment Management
California
$3.42M +$42.1K +1,000 +1%
BB
1080
Berkshire Bank
Massachusetts
$3.42M -$38.9K -924 -1%
SVWAG
1081
Sound View Wealth Advisors Group
Georgia
$3.41M -$112K -2,653 -4%
CRIG
1082
Charter Research & Investment Group
Connecticut
$3.4M -$92.6K -2,200 -3%
NHC
1083
Nicholas Hoffman & Company
Georgia
$3.39M +$403K +9,580 +15%
FBFS
1084
First Business Financial Services
Wisconsin
$3.39M +$235K +5,578 +8%
WAAG
1085
Wealth Alliance Advisory Group
Kansas
$3.38M -$148K -3,529 -5%
KFC
1086
Klingenstein Fields & Co
New York
$3.38M -$473K -11,236 -14%
OWIM
1087
Old West Investment Management
California
$3.38M – – –
MWM
1088
Massachusetts Wealth Management
Massachusetts
$3.37M +$3M +71,237 New
NL
1089
NWAM LLC
Washington
$3.37M -$15.6K -371 -0.5%
FRA
1090
Frank Rimerman Advisors
California
$3.36M +$15.9K +377 +0.5%
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$3.36M -$100K -2,384 -3%
GC
1092
Globeflex Capital
California
$3.35M +$2.98M +70,765 New
EW
1093
Evoke Wealth
California
$3.35M +$133K +3,154 +5%
SAM
1094
Smartleaf Asset Management
Massachusetts
$3.33M -$166K -3,955 -5%
TW
1095
TritonPoint Wealth
Maryland
$3.33M -$36.2K -860 -1%
AAS
1096
Annex Advisory Services
Wisconsin
$3.32M -$56.9K -1,353 -2%
CRC
1097
Curi RMB Capital
Illinois
$3.31M +$2.33M +55,463 +385%
SCM
1098
Sterling Capital Management
North Carolina
$3.3M +$1.18M +27,971 +67%
PWMAG
1099
Pinnacle Wealth Management Advisory Group
New Jersey
$3.3M -$60.2K -1,431 -2%
HZ
1100
Hixon Zuercher
Ohio
$3.3M +$49.5K +1,176 +2%
42 43
44
45 46