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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
1251
Pictet Bank & Trust
Bahamas
$1.15M – – –
CA
1252
Claro Advisors
Massachusetts
$1.15M -$14.9K -518 -1%
PWMG
1253
Prestige Wealth Management Group
New Jersey
$1.15M -$202K -6,995 -15%
OWIM
1254
Old West Investment Management
California
$1.15M -$72.9K -2,527 -6%
CWP
1255
Capital Wealth Planning
Florida
$1.14M +$352K +12,189 +45%
WSFS
1256
Wilmington Savings Fund Society
Delaware
$1.14M -$376K -13,022 -25%
TFS
1257
TrustCore Financial Services
Tennessee
$1.14M +$40.1K +1,391 +4%
LSA
1258
L & S Advisors
California
$1.14M +$23.1K +800 +2%
TPWA
1259
TRUE Private Wealth Advisors
Oregon
$1.14M -$156K -5,418 -12%
OFS
1260
OneAscent Financial Services
Alabama
$1.14M +$1.13M +39,220 New
KJHP
1261
K.J. Harrison & Partners
Ontario, Canada
$1.13M +$288K +10,000 +34%
WA
1262
WealthTrust Axiom
Pennsylvania
$1.13M +$2.39K +83 +0.2%
EIM
1263
Essex Investment Management
Massachusetts
$1.13M +$1.13M +39,031 New
BMM
1264
Buffington Mohr McNeal
Idaho
$1.13M +$124K +4,317 +12%
CWM
1265
Connecticut Wealth Management
Connecticut
$1.13M +$71.8K +2,489 +7%
HTC
1266
Haverford Trust Company
Pennsylvania
$1.13M -$44.7K -1,551 -4%
PCG
1267
Private Capital Group
Connecticut
$1.12M -$231K -8,022 -17%
FHA
1268
Flagship Harbor Advisors
Massachusetts
$1.12M -$61.8K -2,143 -5%
LSAG
1269
Lake Street Advisors Group
New Hampshire
$1.12M +$120K +4,148 +12%
HCMNY
1270
Howard Capital Management (New York)
New York
$1.11M -$95K -3,293 -8%
ARMT
1271
Amica Retiree Medical Trust
Rhode Island
$1.11M -$103K -3,576 -9%
FAIM
1272
Financial Advocates Investment Management
Washington
$1.11M -$164K -5,671 -13%
QI
1273
Qtron Investments
Massachusetts
$1.11M +$274K +9,499 +33%
MIAS
1274
Mason Investment Advisory Services
Virginia
$1.11M – – –
OPTFSNA
1275
Old Point Trust & Financial Services N A
Virginia
$1.1M -$2.16K -75 -0.2%
49 50
51
52 53