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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1176
Martin & Co
Tennessee
$1.99M -$33.1K -959 -2%
WWM
1177
Western Wealth Management
Colorado
$1.98M -$51.8K -1,500 -3%
BFC
1178
Blue Fin Capital
Rhode Island
$1.98M +$165K +4,791 +10%
IC
1179
Intersect Capital
California
$1.98M +$235K +6,799 +15%
DCM
1180
Dimension Capital Management
Florida
$1.98M +$849K +24,595 +93%
BAM
1181
Belpointe Asset Management
Nevada
$1.98M +$53.6K +1,554 +3%
BC
1182
Burney Company
Virginia
$1.97M +$222K +6,429 +14%
GSC
1183
G&S Capital
Colorado
$1.97M +$1.76M +50,878 New
CW
1184
CreativeOne Wealth
Kansas
$1.97M +$377K +10,917 +27%
HT
1185
Heritage Trust
Oklahoma
$1.96M +$363K +10,528 +26%
WCAMG
1186
Woodard & Company Asset Management Group
North Carolina
$1.96M +$100K +2,897 +6%
CWM
1187
Connecticut Wealth Management
Connecticut
$1.96M +$276 +8 +0%
CTA
1188
Colonial Trust Advisors
South Carolina
$1.96M +$13.5K +391 +0.8%
SC
1189
Sierra Capital
Florida
$1.96M +$1.74M +50,557 New
JWM
1190
Jeppson Wealth Management
California
$1.96M -$13.7K -396 -0.8%
ST
1191
Smithfield Trust
Pennsylvania
$1.94M -$20.7K -600 -1%
VFPI
1192
Vantage Financial Partners (Illinois)
Illinois
$1.94M +$3.45K +100 +0.2%
CCG
1193
Ceeto Capital Group
Florida
$1.93M – – –
PPSG
1194
Princeton Portfolio Strategies Group
New Jersey
$1.92M – – –
LA
1195
Legacy Advisors
Pennsylvania
$1.92M – – –
CIA
1196
Choate Investment Advisors
Massachusetts
$1.91M -$7.11K -206 -0.4%
PMA
1197
Prudent Man Advisors
Illinois
$1.91M -$15.6K -451 -0.9%
CCT
1198
Country Club Trust
Missouri
$1.9M +$65.6K +1,901 +4%
MA
1199
Mutual Advisors
Nebraska
$1.9M +$93K +2,696 +6%
CS
1200
Cannell & Spears
New York
$1.89M -$23.5K -681 -1%
46 47
48
49 50