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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1176
One Charles Private Wealth Services
Massachusetts
$2.89M -$70.3K -1,441 -3%
SLFPAM
1177
St. Louis Financial Planners Asset Management
Missouri
$2.89M -$94.4K -1,935 -3%
MFA
1178
Mayflower Financial Advisors
Massachusetts
$2.88M +$95.4K +1,955 +4%
CP
1179
Cumberland Partners
Ontario, Canada
$2.88M -$1.4M -28,700 -34%
AC
1180
Avestar Capital
New York
$2.88M -$24.1K -495 -0.9%
DWP
1181
Daymark Wealth Partners
Ohio
$2.87M -$254K -5,198 -9%
CWM
1182
Calamos Wealth Management
Illinois
$2.87M +$118K +2,412 +5%
FAM
1183
Fulcrum Asset Management
United Kingdom
$2.87M -$75.4K -1,545 -3%
QWM
1184
Quadcap Wealth Management
Texas
$2.87M +$15.6K +320 +0.6%
SL
1185
Summitry LLC
California
$2.86M +$2.04M +41,789 +305%
AG
1186
AlTi Global
New York
$2.86M +$103K +2,106 +4%
BFG
1187
Birch Financial Group
New Hampshire
$2.85M +$2.23M +45,768 +480%
SIM
1188
Studio Investment Management
Illinois
$2.84M -$75.3K -1,544 -3%
LWA
1189
Lineweaver Wealth Advisors
Ohio
$2.84M +$3.76K +77 +0.1%
AMIM
1190
Aull & Monroe Investment Management
Alabama
$2.83M -$133K -2,732 -5%
AWA
1191
Arete Wealth Advisors
Illinois
$2.83M +$24.8K +508 +0.9%
CPA
1192
Capital Planning Advisors
California
$2.82M +$1.63M +33,337 +156%
HCP
1193
Hexagon Capital Partners
Arkansas
$2.82M +$3.61K +74 +0.1%
CAS
1194
Coppell Advisory Solutions
Texas
$2.82M +$1.03M +21,147 +65%
AP
1195
Advisors Preferred
Maryland
$2.81M – – –
FWP
1196
FAS Wealth Partners
Kansas
$2.81M +$11.8K +242 +0.4%
LI
1197
Lafayette Investments
Maryland
$2.8M +$2.93K +60 +0.1%
AHC
1198
Adell Harriman & Carpenter
Texas
$2.79M +$60.4K +1,239 +2%
KFC
1199
Klingenstein Fields & Co
New York
$2.79M -$849K -17,396 -24%
FCCM
1200
First City Capital Management
Georgia
$2.79M -$6.54K -134 -0.2%
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48
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