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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1201
Legacy Advisors
Pennsylvania
$1.5M – – –
CS
1202
Cannell & Spears
New York
$1.5M -$17.6K -655 -1%
FMBTD
1203
First Midwest Bank Trust Division
Illinois
$1.5M -$4.64K -173 -0.3%
BAM
1204
Belpointe Asset Management
Nevada
$1.5M -$161K -5,990 -11%
FHA
1205
Flagship Harbor Advisors
Massachusetts
$1.49M +$39K +1,455 +3%
SFA
1206
Sequoia Financial Advisors
Ohio
$1.49M -$64.2K -2,397 -5%
BW
1207
Bison Wealth
Georgia
$1.49M -$33.3K -1,241 -2%
LWAC
1208
Laurel Wealth Advisors (California)
California
$1.49M -$33.7K -1,257 -2%
MC
1209
Miramar Capital
Illinois
$1.48M +$8.42K +314 +0.7%
FMLI
1210
Fukoku Mutual Life Insurance
Japan
$1.48M – – –
BFO
1211
Biltmore Family Office
North Carolina
$1.47M +$208K +7,758 +19%
FAIM
1212
Financial Advocates Investment Management
Washington
$1.46M +$159K +5,941 +14%
HPCM
1213
High Pointe Capital Management
Illinois
$1.46M -$832K -31,024 -39%
CBT
1214
Capital Bank & Trust
California
$1.46M -$1.3M -48,400 -50%
AIS
1215
AM Investment Strategies
Tennessee
$1.46M +$90.2K +3,367 +8%
BWM
1216
BNC Wealth Management
Oregon
$1.46M +$133K +4,966 +12%
CHC
1217
City Holding Co
West Virginia
$1.45M -$289K -10,775 -18%
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$1.45M – – –
WIM
1219
Wittenberg Investment Management
Massachusetts
$1.45M – – –
WCAMG
1220
Woodard & Company Asset Management Group
North Carolina
$1.45M +$126K +4,687 +11%
ATPW
1221
Ashton Thomas Private Wealth
Arizona
$1.45M +$9.6K +358 +0.8%
BCM
1222
Brookstone Capital Management
Illinois
$1.44M +$42.5K +1,587 +3%
NISOA
1223
National Investment Services of America
Wisconsin
$1.44M -$658K -24,559 -34%
TSS
1224
Two Sigma Securities
New York
$1.44M +$941K +35,118 +285%
AF
1225
Allworth Financial
California
$1.43M +$64.6K +2,410 +5%
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