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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1251
Buckley Wealth Management
Nevada
$1.89M +$86.7K +2,163 +5%
RFA
1252
Register Financial Advisors
Georgia
$1.89M -$11.9K -298 -0.6%
AI
1253
Arvest Investments
Arkansas
$1.89M +$21.2K +528 +1%
PA
1254
Probity Advisors
Texas
$1.88M +$39.5K +985 +2%
ACGA
1255
Atlanta Consulting Group Advisors
Georgia
$1.87M +$1.12M +27,917 +145%
GWCM
1256
Godshalk Welsh Capital Management
Pennsylvania
$1.87M – – –
PWMG
1257
Prestige Wealth Management Group
New Jersey
$1.87M -$705K -17,583 -27%
SAG
1258
SageView Advisory Group
California
$1.86M -$106K -2,657 -5%
IAMOG
1259
Investors Asset Management of Georgia
Georgia
$1.86M -$2.2K -55 -0.1%
CL
1260
COWA LLC
Oklahoma
$1.86M -$24.4K -610 -1%
CCG
1261
Ceeto Capital Group
Florida
$1.86M -$200K -5,000 -10%
LCM
1262
Legato Capital Management
California
$1.85M -$432K -10,776 -19%
HC
1263
Hourglass Capital
Texas
$1.85M -$16.8K -420 -0.9%
CP
1264
CenterBook Partners
Connecticut
$1.85M +$1.87M +46,560 New
JSSH
1265
J. Safra Sarasin Holding
$1.84M – – –
BHBT
1266
Burke & Herbert Bank & Trust
Virginia
$1.84M +$14.7K +368 +0.8%
ACA
1267
American Capital Advisory
Idaho
$1.84M -$20.3K -507 -1%
GM
1268
Granger Management
New York
$1.84M -$122K -3,049 -6%
MMM
1269
Mendel Money Management
Illinois
$1.84M -$13.8K -345 -0.7%
BC
1270
Burney Company
Virginia
$1.83M -$19.2K -480 -1%
PWG
1271
Portside Wealth Group
Utah
$1.82M -$119K -2,959 -6%
HAM
1272
Harmony Asset Management
Arizona
$1.82M +$1.13M +28,175 +160%
BA
1273
Bridgewater Advisors
New York
$1.81M +$81.4K +2,030 +5%
IAS
1274
Investment Advisory Services
Texas
$1.81M -$5.25K -131 -0.3%
LWA
1275
Lineweaver Wealth Advisors
Ohio
$1.8M +$52.7K +1,316 +3%
49 50
51
52 53