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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1176
Waterloo Capital
Texas
$2.72M +$272K +6,460 +13%
OCPWS
1177
One Charles Private Wealth Services
Massachusetts
$2.72M +$3.37K +80 +0.1%
SJIM
1178
St. Johns Investment Management
Florida
$2.71M -$8.2K -195 -0.3%
FAM
1179
Fulcrum Asset Management
United Kingdom
$2.7M +$2.4M +57,149 New
PWG
1180
Portside Wealth Group
Utah
$2.68M +$271K +6,441 +13%
BAM
1181
Belpointe Asset Management
Nevada
$2.68M +$271K +6,438 +13%
PCM
1182
Poehling Capital Management
Wisconsin
$2.68M -$27.3K -650 -1%
LAM
1183
L2 Asset Management
Massachusetts
$2.68M -$5.22K -124 -0.2%
SIM
1184
Studio Investment Management
Illinois
$2.68M -$9.72K -231 -0.4%
AP
1185
Advisors Preferred
Maryland
$2.67M – – –
CA
1186
Cullinan Associates
Kentucky
$2.67M -$463K -11,000 -16%
AC
1187
Avestar Capital
New York
$2.66M +$310K +7,366 +15%
SSW
1188
Smith Shellnut Wilson
Mississippi
$2.65M – – –
MMPW
1189
Mitchell McLeod Pugh & Williams
Alabama
$2.63M +$55.7K +1,325 +2%
V
1190
ViaWealth
Kansas
$2.63M +$7.83K +186 +0.3%
TCBWMS
1191
Texas Capital Bank Wealth Management Services
Texas
$2.63M +$8.63K +205 +0.4%
JWM
1192
Jeppson Wealth Management
California
$2.62M +$95.6K +2,273 +4%
QWM
1193
Quadcap Wealth Management
Texas
$2.61M +$14.4K +342 +0.6%
MT
1194
Midwest Trust
Kansas
$2.61M +$2.32M +55,150 New
NRS
1195
Neville Rodie & Shaw
New York
$2.61M -$174K -4,130 -7%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$2.6M +$210K +4,980 +10%
LWA
1197
Lineweaver Wealth Advisors
Ohio
$2.6M +$198K +4,700 +9%
PSB
1198
Piscataqua Savings Bank
New Hampshire
$2.6M -$60.8K -1,445 -3%
BONH
1199
Bank of New Hampshire
New Hampshire
$2.6M -$1.44M -34,153 -38%
TPW
1200
Talon Private Wealth
Florida
$2.6M -$71.6K -1,703 -3%
46 47
48
49 50