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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1276
Ascent Group
Virginia
$1.32M -$189K -5,726 -11%
NW
1277
Naviter Wealth
Arkansas
$1.31M -$123K -3,741 -8%
AG
1278
Algert Global
California
$1.31M +$508K +15,379 +50%
SHA
1279
Seneca House Advisors
Virginia
$1.31M -$41.2K -1,248 -3%
VWA
1280
Visionary Wealth Advisors
Illinois
$1.31M -$139K -4,220 -8%
GHA
1281
Granite Harbor Advisors
Texas
$1.31M +$67.7K +2,051 +5%
CHC
1282
City Holding Co
West Virginia
$1.3M +$91.2K +2,763 +6%
EM
1283
Excalibur Management
Massachusetts
$1.3M +$40.9K +1,238 +3%
PFGIA
1284
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$431K +13,060 +41%
AB
1285
Atlas Brown
Kentucky
$1.29M +$236K +7,155 +19%
ECM
1286
ExodusPoint Capital Management
New York
$1.29M +$1.49M +45,037 New
HA
1287
Herold Advisors
New York
$1.29M +$207K +6,285 +16%
MWM
1288
Mission Wealth Management
California
$1.28M -$18.2K -550 -1%
CIA
1289
Choate Investment Advisors
Massachusetts
$1.28M -$5.55K -168 -0.4%
BFC
1290
Blue Fin Capital
Rhode Island
$1.28M +$3K +91 +0.2%
OWA
1291
Octavia Wealth Advisors
Ohio
$1.28M +$145K +4,396 +11%
WPC
1292
White Pine Capital
Minnesota
$1.28M +$37.3K +1,130 +3%
PFBT
1293
Parkside Financial Bank & Trust
Missouri
$1.27M -$30.4K -922 -2%
FPAS
1294
Focus Partners Advisor Solutions
Missouri
$1.27M -$149K -4,518 -9%
RCM
1295
RB Capital Management
Nevada
$1.27M +$323K +9,797 +28%
TW
1296
TrinityPoint Wealth
Connecticut
$1.26M +$12.8K +388 +0.9%
BHBT
1297
Burke & Herbert Bank & Trust
Virginia
$1.26M – – –
MFG
1298
Magnus Financial Group
New York
$1.26M +$110K +3,319 +8%
AO
1299
Advisor OS
Illinois
$1.25M +$166K +5,014 +13%
RFA
1300
Register Financial Advisors
Georgia
$1.25M +$495K +14,993 +52%
50 51
52
53 54