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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1176
Hartford Financial Management
Connecticut
$3.38M +$77.6K +1,460 +3%
TW
1177
TritonPoint Wealth
Maryland
$3.37M -$283K -5,324 -8%
LWMM
1178
Legacy Wealth Management (Mississippi)
Mississippi
$3.37M -$53K -997 -2%
AIA
1179
Affinity Investment Advisors
California
$3.35M +$9.89K +186 +0.3%
S
1180
Storgate
Texas
$3.35M +$2.26M +42,493 +261%
CGF
1181
Constant Guidance Financial
Massachusetts
$3.33M +$3.11M +58,435 New
AWM
1182
Aprio Wealth Management
Georgia
$3.33M +$125K +2,357 +4%
CAM
1183
Close Asset Management
United Kingdom
$3.29M – – –
CWM
1184
Calamos Wealth Management
Illinois
$3.29M -$53.6K -1,007 -2%
AG
1185
AlTi Global
New York
$3.28M +$98.5K +1,852 +3%
BIM
1186
Bridges Investment Management
Nebraska
$3.28M +$456K +8,580 +17%
CCWA
1187
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$296K +5,574 +11%
BAM
1188
Belpointe Asset Management
Nevada
$3.28M +$172K +3,242 +6%
AWM
1189
Accurate Wealth Management
Florida
$3.23M +$353K +6,645 +14%
AWM
1190
Aviso Wealth Management
Washington
$3.23M +$493K +9,276 +20%
PA
1191
Profund Advisors
Maryland
$3.22M -$140K -2,631 -4%
LFA
1192
Legacy Financial Advisors
Kentucky
$3.22M +$90.7K +1,705 +3%
TCM
1193
Twin Capital Management
Pennsylvania
$3.22M +$125K +2,347 +4%
PCM
1194
Poehling Capital Management
Wisconsin
$3.21M -$2.82K -53 -0.1%
PWMG
1195
Prestige Wealth Management Group
New Jersey
$3.2M +$400K +7,518 +15%
CWAG
1196
Compton Wealth Advisory Group
Virginia
$3.2M -$1.22K -23 -0%
UWPG
1197
Ullmann Wealth Partners Group
Florida
$3.2M +$118K +2,228 +4%
BFG
1198
Birch Financial Group
New Hampshire
$3.19M +$31.1K +584 +1%
HCP
1199
Hexagon Capital Partners
Arkansas
$3.19M +$92.2K +1,734 +3%
QWM
1200
Quadcap Wealth Management
Texas
$3.17M +$56.3K +1,059 +2%
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