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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1176
Evolve Private Wealth
California
$2.83M +$351K +6,810 +13%
MFS
1177
Mattson Financial Services
Michigan
$2.83M +$68.8K +1,334 +2%
HFM
1178
Hartford Financial Management
Connecticut
$2.82M +$120K +2,317 +4%
CAM
1179
Close Asset Management
United Kingdom
$2.82M -$15.5K -300 -0.5%
MMPW
1180
Mitchell McLeod Pugh & Williams
Alabama
$2.8M +$32.3K +626 +1%
PWG
1181
Portside Wealth Group
Utah
$2.8M +$98.7K +1,912 +3%
SAM
1182
Secure Asset Management
Michigan
$2.8M +$188K +3,642 +7%
AF
1183
AGP Franklin
Tennessee
$2.79M -$172K -3,330 -6%
CA
1184
Carson Advisory
Georgia
$2.76M -$27.6K -534 -0.9%
HT
1185
Headlands Technologies
Illinois
$2.75M -$11.3M -219,860 -80%
PCM
1186
Poehling Capital Management
Wisconsin
$2.75M – – –
RBA
1187
Richard Bernstein Advisors
New York
$2.75M – – –
ACM
1188
Aquatic Capital Management
Illinois
$2.74M +$2.9M +56,277 New
LIA
1189
Limestone Investment Advisors
New York
$2.74M +$2.9M +56,267 New
AWM
1190
Aprio Wealth Management
Georgia
$2.73M -$58.3K -1,130 -2%
AG
1191
AlTi Global
New York
$2.72M +$67.9K +1,316 +2%
CP
1192
Cumberland Partners
Ontario, Canada
$2.71M -$1.81K -35 -0.1%
AP
1193
Advisors Preferred
Maryland
$2.71M – – –
CWAG
1194
Compton Wealth Advisory Group
Virginia
$2.7M -$103K -1,996 -4%
BFG
1195
Birch Financial Group
New Hampshire
$2.7M +$6.04K +117 +0.2%
WIM
1196
WealthPlan Investment Management
Nebraska
$2.7M +$818K +15,855 +40%
LWMNY
1197
Landmark Wealth Management (New York)
New York
$2.69M +$2.85M +55,189 New
GHA
1198
Granite Harbor Advisors
Texas
$2.69M -$139K -2,687 -5%
AMIM
1199
Aull & Monroe Investment Management
Alabama
$2.69M -$10.2K -198 -0.4%
MAA
1200
Matrix Asset Advisors
New York
$2.69M -$121K -2,340 -4%
46 47
48
49 50