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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1226
Pasadena Private Wealth
California
$3.02M -$2.13K -40 -0.1%
MAA
1227
Matrix Asset Advisors
New York
$3.02M -$112K -2,097 -4%
TPW
1228
Talon Private Wealth
Florida
$3.01M +$83.2K +1,565 +3%
AP
1229
Advisors Preferred
Maryland
$3.01M -$229K -4,300 -8%
SW
1230
SVB Wealth
Massachusetts
$3M +$54.7K +1,029 +2%
CP
1231
Cumberland Partners
Ontario, Canada
$3M -$152K -2,850 -5%
SIM
1232
Studio Investment Management
Illinois
$3M -$6.17K -116 -0.2%
PWP
1233
Precedent Wealth Partners
Texas
$2.98M +$56.3K +1,059 +2%
GM
1234
GeoWealth Management
Illinois
$2.97M +$174K +3,280 +7%
SWA
1235
Stratos Wealth Advisors
Ohio
$2.97M -$95.1K -1,789 -3%
EWS
1236
Evergreen Wealth Solutions
Pennsylvania
$2.97M +$432K +8,124 +21%
SSW
1237
Smith Shellnut Wilson
Mississippi
$2.97M – – –
CRC
1238
Curi RMB Capital
Illinois
$2.97M +$72.2K +1,358 +3%
TCA
1239
Transcend Capital Advisors
New Jersey
$2.96M -$89.7K -1,687 -3%
MPPW
1240
Mitchell & Pahl Private Wealth
Oklahoma
$2.94M -$6.43K -121 -0.2%
PSB
1241
Piscataqua Savings Bank
New Hampshire
$2.94M -$102K -1,926 -4%
OAM
1242
Ostrum Asset Management
France
$2.93M -$784K -14,740 -22%
GFP
1243
Gryphon Financial Partners
Ohio
$2.91M +$439K +8,256 +19%
FFO
1244
Fiduciary Family Office
Florida
$2.91M +$250K +4,708 +10%
CIA
1245
CCM Investment Advisers
South Carolina
$2.9M -$6.81M -128,131 -72%
MIA
1246
MainStreet Investment Advisors
Illinois
$2.89M -$42.3K -796 -2%
VDBMI
1247
Van Den Berg Management I
Texas
$2.88M -$59.3K -1,115 -2%
FFN
1248
Focus Financial Network
Minnesota
$2.88M +$253K +4,751 +10%
BCWM
1249
Bartlett & Co Wealth Management
Ohio
$2.88M +$118K +2,226 +5%
BFG
1250
Beacon Financial Group
Texas
$2.88M +$82.1K +1,543 +3%
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