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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1201
Granite Harbor Advisors
Texas
$3.18M +$1.22K +23 +0%
VP
1202
Verum Partners
North Carolina
$3.17M +$2.36M +44,578 +341%
MAA
1203
Matrix Asset Advisors
New York
$3.16M -$17.3K -327 -0.6%
BO
1204
Bank OZK
Arkansas
$3.16M -$324K -6,134 -10%
BEW
1205
Burton Enright Welch
California
$3.16M -$214K -4,042 -7%
LFA
1206
Legacy Financial Advisors
Kentucky
$3.15M -$396K -7,499 -12%
AWM
1207
Aprio Wealth Management
Georgia
$3.15M +$1.32M +24,893 +77%
CA
1208
Carson Advisory
Georgia
$3.14M -$18.2K -344 -0.6%
CWAG
1209
Compton Wealth Advisory Group
Virginia
$3.13M +$106 +2 +0%
KC
1210
Kepler Cheuvreux
$3.12M +$3M +56,678 New
MFS
1211
Mattson Financial Services
Michigan
$3.12M -$141K -2,670 -5%
CCP
1212
Cane Capital Partners
Louisiana
$3.11M +$2.99M +56,567 New
AP
1213
Advisors Preferred
Maryland
$3.11M – – –
PCM
1214
Poehling Capital Management
Wisconsin
$3.1M -$4.86K -92 -0.2%
SJIM
1215
St. Johns Investment Management
Florida
$3.1M -$17.4K -330 -0.6%
RBA
1216
Richard Bernstein Advisors
New York
$3.1M -$344K -6,501 -10%
SAI
1217
Savvy Advisors Inc
New York
$3.1M +$1.02M +19,300 +52%
PL
1218
Perpetual Ltd
Australia
$3.1M -$3.03M -57,309 -50%
FWP
1219
FAS Wealth Partners
Kansas
$3.09M +$96.4K +1,824 +3%
CF
1220
Centaurus Financial
California
$3.09M -$269K -5,087 -8%
SSW
1221
Smith Shellnut Wilson
Mississippi
$3.09M – – –
PPWP
1222
Premier Path Wealth Partners
New Jersey
$3.08M +$453K +8,572 +18%
MA
1223
MCF Advisors
Kentucky
$3.07M +$1.34M +25,301 +83%
BCP
1224
Berkeley Capital Partners
Georgia
$3.07M -$197K -3,721 -6%
CP
1225
Cumberland Partners
Ontario, Canada
$3.06M -$9.25K -175 -0.3%
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