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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1226
EagleClaw Capital Management
Massachusetts
$2.5M -$141K -3,350 -6%
ICA
1227
Infrastructure Capital Advisors
New York
$2.5M +$895K +21,280 +67%
AG
1228
AlTi Global
New York
$2.5M -$4.54K -108 -0.2%
HC
1229
Hourglass Capital
Texas
$2.49M – – –
SW
1230
SteelPeak Wealth
California
$2.49M -$297K -7,063 -12%
BIM
1231
Bridges Investment Management
Nebraska
$2.48M +$595K +14,153 +37%
OWA
1232
Octavia Wealth Advisors
Ohio
$2.48M -$88.6K -2,106 -4%
PA
1233
Probity Advisors
Texas
$2.47M +$111K +2,631 +5%
VA
1234
VestGen Advisors
Illinois
$2.47M +$113K +2,678 +5%
GM
1235
GeoWealth Management
Illinois
$2.47M -$134K -3,176 -6%
FIA
1236
Foundations Investment Advisors
Arizona
$2.46M +$89.1K +2,118 +4%
RA
1237
Ransom Advisory
Rhode Island
$2.46M +$4.21K +100 +0.2%
SWM
1238
Spire Wealth Management
Virginia
$2.43M -$943K -22,410 -30%
IBOK
1239
Independence Bank of Kentucky
Kentucky
$2.43M +$238K +5,651 +12%
CA
1240
Cumberland Advisors
Florida
$2.42M -$1.64K -39 -0.1%
3IP
1241
3Chopt Investment Partners
Virginia
$2.42M +$28.4K +675 +1%
IP
1242
Intellectus Partners
California
$2.41M +$3.79K +90 +0.2%
HKAM
1243
Horizon Kinetics Asset Management
New York
$2.41M +$79.2K +1,883 +4%
AA
1244
Altman Advisors
Illinois
$2.4M +$6.39K +152 +0.3%
CSIC
1245
Clifford Swan Investment Counsel
California
$2.4M +$67.1K +1,596 +3%
PWM
1246
Palumbo Wealth Management
New York
$2.4M +$144K +3,433 +7%
LWM
1247
LJI Wealth Management
Indiana
$2.39M -$60.8K -1,444 -3%
GWANC
1248
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.39M -$9.89K -235 -0.5%
AWA
1249
Aaron Wealth Advisors
Illinois
$2.38M +$118K +2,814 +6%
CPIG
1250
Chicago Partners Investment Group
Illinois
$2.37M +$180K +4,285 +10%
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