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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1201
Patriot Financial Group Insurance Agency
Massachusetts
$2.45M +$36K +819 +1%
QWM
1202
Quadcap Wealth Management
Texas
$2.45M -$98.2K -2,231 -4%
PSB
1203
Piscataqua Savings Bank
New Hampshire
$2.43M -$50.6K -1,151 -2%
TSWM
1204
Tyler-Stone Wealth Management
Ohio
$2.43M -$54.4K -1,236 -2%
AGC
1205
Aspen Grove Capital
Colorado
$2.43M -$3.83K -87 -0.2%
LI
1206
Lafayette Investments
Maryland
$2.43M -$35.1K -798 -1%
TC
1207
Torno Capital
Massachusetts
$2.42M +$2.42M +55,000 New
WTB
1208
Washington Trust Bank
Washington
$2.41M +$29.8K +677 +1%
CCP
1209
Clarkston Capital Partners
Michigan
$2.4M – – –
MFS
1210
Mattson Financial Services
Michigan
$2.4M -$524K -11,921 -16%
NDSI
1211
Newman Dignan & Sheerar Inc
Rhode Island
$2.39M -$44.9K -1,020 -2%
WI
1212
WrapManager Inc
California
$2.38M -$119K -2,711 -5%
FWP
1213
FAS Wealth Partners
Kansas
$2.38M -$769K -17,483 -24%
AG
1214
AlTi Global
New York
$2.38M +$163K +3,705 +8%
FAM
1215
Formidable Asset Management
Ohio
$2.37M -$288K -6,554 -11%
ECM
1216
Exchange Capital Management
Michigan
$2.37M -$57K -1,296 -2%
KIG
1217
Kennedy Investment Group
New Jersey
$2.37M -$46.6K -1,059 -2%
HZ
1218
Hixon Zuercher
Ohio
$2.36M +$147K +3,346 +7%
WIM
1219
Wittenberg Investment Management
Massachusetts
$2.36M -$880K -20,000 -27%
JWM
1220
Jeppson Wealth Management
California
$2.36M -$12.4K -281 -0.5%
LFG
1221
Larson Financial Group
Missouri
$2.35M +$1.89M +43,042 +415%
DL
1222
DOHJ LLC
Washington
$2.34M +$59.2K +1,345 +3%
BFG
1223
Beacon Financial Group
Texas
$2.34M -$42.5K -966 -2%
OWA
1224
Octavia Wealth Advisors
Ohio
$2.34M -$14.3K -325 -0.6%
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$2.34M -$66.5K -1,512 -3%
47 48
49
50 51