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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCCM
1251
Hudson Canyon Capital Management
New York
$2.23M – – –
FIA
1252
Foundations Investment Advisors
Arizona
$2.23M +$70.4K +1,599 +3%
RA
1253
Ransom Advisory
Rhode Island
$2.23M – – –
AAP
1254
Arax Advisory Partners
Colorado
$2.23M +$1.55M +35,186 +228%
ACM
1255
Aljian Capital Management
Nevada
$2.22M -$24.5K -556 -1%
EWA
1256
EverSource Wealth Advisors
Alabama
$2.22M +$10.9K +247 +0.5%
SIA
1257
SeaBridge Investment Advisors
New Jersey
$2.22M +$60.9K +1,385 +3%
OCPWS
1258
One Charles Private Wealth Services
Massachusetts
$2.22M +$9.24K +210 +0.4%
MS
1259
Maven Securities
Jersey
$2.21M +$2.21M +50,220 New
FHA
1260
First Horizon Advisors
Tennessee
$2.21M -$9.9K -225 -0.4%
TCBWMS
1261
Texas Capital Bank Wealth Management Services
Texas
$2.21M +$687K +15,623 +45%
CGH
1262
CMG Global Holdings
Texas
$2.2M -$41.6K -945 -2%
CAM
1263
Chou Associates Management
Ontario, Canada
$2.2M – – –
SC
1264
Savoie Capital
Illinois
$2.2M – – –
WP
1265
Waycross Partners
Kentucky
$2.2M – – –
CSIC
1266
Clifford Swan Investment Counsel
California
$2.19M -$49.8K -1,132 -2%
CP
1267
Cornerstone Planning
North Carolina
$2.19M +$2.19M +49,810 New
RFN
1268
RDA Financial Network
Iowa
$2.18M +$228K +5,191 +12%
MP
1269
McDonald Partners
Ohio
$2.18M -$94.2K -2,142 -4%
FDS
1270
First Dallas Securities
Texas
$2.18M -$16.9K -385 -0.8%
HKAM
1271
Horizon Kinetics Asset Management
New York
$2.16M – – –
AA
1272
Argent Advisors
Louisiana
$2.15M -$13.9K -316 -0.6%
AA
1273
Altman Advisors
Illinois
$2.15M +$3.17K +72 +0.1%
NFG
1274
Norris Financial Group
South Carolina
$2.15M -$18.7K -424 -0.9%
PWG
1275
Portside Wealth Group
Utah
$2.13M +$113K +2,566 +6%
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51
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