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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Precedent Wealth Partners
Texas
$2.98M +$56.3K +1,059 +2%
GM
1227
GeoWealth Management
Illinois
$2.97M +$174K +3,280 +7%
SWA
1228
Stratos Wealth Advisors
Ohio
$2.97M -$95.1K -1,789 -3%
EWS
1229
Evergreen Wealth Solutions
Pennsylvania
$2.97M +$432K +8,124 +21%
SSW
1230
Smith Shellnut Wilson
Mississippi
$2.97M – – –
CRC
1231
Curi RMB Capital
Illinois
$2.97M +$72.2K +1,358 +3%
TCA
1232
Transcend Capital Advisors
New Jersey
$2.96M -$89.7K -1,687 -3%
MPPW
1233
Mitchell & Pahl Private Wealth
Oklahoma
$2.94M -$6.43K -121 -0.2%
PSB
1234
Piscataqua Savings Bank
New Hampshire
$2.94M -$102K -1,926 -4%
OAM
1235
Ostrum Asset Management
France
$2.93M -$784K -14,740 -22%
GFP
1236
Gryphon Financial Partners
Ohio
$2.91M +$439K +8,256 +19%
FFO
1237
Fiduciary Family Office
Florida
$2.91M +$250K +4,708 +10%
CIA
1238
CCM Investment Advisers
South Carolina
$2.9M -$6.81M -128,131 -72%
MIA
1239
MainStreet Investment Advisors
Illinois
$2.89M -$42.3K -796 -2%
VDBMI
1240
Van Den Berg Management I
Texas
$2.88M -$59.3K -1,115 -2%
FFN
1241
Focus Financial Network
Minnesota
$2.88M +$253K +4,751 +10%
BCWM
1242
Bartlett & Co Wealth Management
Ohio
$2.88M +$118K +2,226 +5%
BFG
1243
Beacon Financial Group
Texas
$2.88M +$82.1K +1,543 +3%
EM
1244
Excalibur Management
Massachusetts
$2.87M -$2.92K -55 -0.1%
AC
1245
Apella Capital
Connecticut
$2.87M -$14.7K -277 -0.6%
PVM
1246
Palogic Value Management
Texas
$2.87M +$7.23K +136 +0.3%
AO
1247
Advisor OS
Illinois
$2.86M -$11.1K -209 -0.4%
FSA
1248
Fort Sheridan Advisors
Illinois
$2.86M +$53 +1 +0%
IIC
1249
Integrated Investment Consultants
Michigan
$2.86M +$319 +6 +0%
MFA
1250
Mayflower Financial Advisors
Massachusetts
$2.86M +$36.5K +686 +1%
48 49
50
51 52