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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
1276
Union Bancaire Privee
Switzerland
$2.02M -$768K -17,230 -26%
EM
1277
Excalibur Management
Massachusetts
$2.01M +$28.9K +648 +1%
FAM
1278
Formidable Asset Management
Ohio
$2.01M -$261K -5,855 -11%
HA
1279
Herold Advisors
New York
$2M +$140K +3,132 +7%
CFG
1280
Cooper Financial Group
California
$2M +$156K +3,502 +8%
AA
1281
Altman Advisors
Illinois
$1.99M +$40.3K +905 +2%
AWA
1282
Aaron Wealth Advisors
Illinois
$1.98M +$18.1K +406 +0.9%
BHBT
1283
Burke & Herbert Bank & Trust
Virginia
$1.98M +$53.5K +1,200 +3%
JF
1284
Jump Financial
Illinois
$1.98M -$639K -14,338 -23%
PWMG
1285
Prestige Wealth Management Group
New Jersey
$1.97M -$12.4K -279 -0.6%
PWM
1286
Palumbo Wealth Management
New York
$1.97M +$344K +7,714 +20%
BWM
1287
Buckley Wealth Management
Nevada
$1.97M -$23.1K -518 -1%
RFA
1288
Register Financial Advisors
Georgia
$1.97M +$13K +292 +0.6%
CM
1289
Churchill Management
California
$1.97M +$2.1M +47,131 New
CCG
1290
Ceeto Capital Group
Florida
$1.96M – – –
AA
1291
Aire Advisors
California
$1.96M -$177K -3,968 -8%
RSS
1292
Rosenblum Silverman Sutton
California
$1.95M -$222K -4,981 -10%
WC
1293
Wynn Capital
Georgia
$1.95M +$159K +3,575 +8%
LCM
1294
Legato Capital Management
California
$1.95M – – –
WHC
1295
Wulff, Hansen & Co
California
$1.94M -$54.1K -1,215 -3%
AF
1296
Advisornet Financial
Minnesota
$1.93M -$71.5K -1,604 -3%
FFA
1297
Fragasso Financial Advisors
Pennsylvania
$1.93M +$1.75M +39,248 +565%
AP
1298
Americana Partners
Texas
$1.92M -$3.12M -70,063 -60%
GWCM
1299
Godshalk Welsh Capital Management
Pennsylvania
$1.92M -$40.1K -900 -2%
CA
1300
Claro Advisors
Massachusetts
$1.92M -$73.2K -1,642 -3%
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