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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1251
Bartlett & Co Wealth Management
Ohio
$2.56M +$153K +3,136 +7%
LWM
1252
LJI Wealth Management
Indiana
$2.55M -$53.1K -1,088 -2%
BFG
1253
Beacon Financial Group
Texas
$2.55M +$1.76K +36 +0.1%
MT
1254
Midwest Trust
Kansas
$2.55M -$277K -5,668 -10%
PDL
1255
Portfolio Design Labs
California
$2.55M +$967K +19,823 +67%
PVM
1256
Palogic Value Management
Texas
$2.55M +$12.3K +253 +0.5%
SWA
1257
Stratos Wealth Advisors
Ohio
$2.54M +$157K +3,223 +7%
FFN
1258
Focus Financial Network
Minnesota
$2.54M -$230K -4,706 -9%
BTW
1259
Boston Trust Walden
Massachusetts
$2.54M +$33.9K +694 +1%
SC
1260
SummitTX Capital
Texas
$2.53M -$7.51M -154,019 -76%
PWP
1261
Precedent Wealth Partners
Texas
$2.52M +$127K +2,594 +6%
PWM
1262
Palumbo Wealth Management
New York
$2.5M +$24.1K +493 +1%
ACM
1263
Aster Capital Management
United Arab Emirates
$2.5M +$1.85M +37,832 +357%
EM
1264
Excalibur Management
Massachusetts
$2.48M -$9.9K -203 -0.4%
SOS
1265
Silver Oak Securities
Tennessee
$2.48M +$437K +8,951 +23%
HCM
1266
HMS Capital Management
Tennessee
$2.48M +$182K +3,727 +8%
SWM
1267
Spire Wealth Management
Virginia
$2.47M -$172K -3,523 -7%
MAM
1268
MWA Asset Management
Massachusetts
$2.46M +$30.1K +616 +1%
WIM
1269
Wittenberg Investment Management
Massachusetts
$2.46M -$48.8K -1,000 -2%
BHBT
1270
Burke & Herbert Bank & Trust
Virginia
$2.45M – – –
PPWP
1271
Premier Path Wealth Partners
New Jersey
$2.44M +$52.2K +1,069 +2%
CD
1272
Chapin Davis
Maryland
$2.44M -$52.8K -1,082 -2%
WTB
1273
Washington Trust Bank
Washington
$2.44M -$110K -2,245 -5%
WC
1274
Wynn Capital
Georgia
$2.43M +$10.1K +207 +0.4%
CLA
1275
Carnegie Lake Advisors
New Jersey
$2.43M -$66.1K -1,355 -3%
49 50
51
52 53