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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1326
Chicago Partners Investment Group
Illinois
$1.66M +$5.01K +125 +0.3%
CGA
1327
Channing Global Advisors
Florida
$1.66M -$6.53K -163 -0.4%
CT
1328
Coastline Trust
Rhode Island
$1.66M -$621K -15,504 -27%
RCAG
1329
Rehmann Capital Advisory Group
Michigan
$1.65M -$11K -274 -0.7%
GWM
1330
Geneos Wealth Management
Colorado
$1.64M +$410K +10,218 +33%
PC
1331
Prairiewood Capital
North Dakota
$1.64M -$92.9K -2,317 -5%
BAM
1332
Belpointe Asset Management
Nevada
$1.64M -$533K -13,300 -24%
CRI
1333
Colonial River Investments
Virginia
$1.64M +$700K +17,462 +74%
UFF
1334
USA Financial Formulas
Michigan
$1.63M +$379K +9,450 +30%
EGA
1335
E&G Advisors
Texas
$1.63M +$6.05K +151 +0.4%
CCG
1336
Coastwise Capital Group
California
$1.63M +$64.9K +1,619 +4%
FFM
1337
Fullerton Fund Management
Singapore
$1.63M +$751K +18,728 +84%
GFPC
1338
Global Financial Private Client
Florida
$1.63M +$46.6K +1,162 +3%
PWM
1339
Palumbo Wealth Management
New York
$1.62M +$160K +3,991 +11%
BWM
1340
BigSur Wealth Management
Florida
$1.62M – – –
AR
1341
Advisory Research
Illinois
$1.62M -$299K -7,450 -15%
FSA
1342
Fort Sheridan Advisors
Illinois
$1.61M +$18.2K +453 +1%
BIM
1343
Bridges Investment Management
Nebraska
$1.61M -$182K -4,546 -10%
MSS
1344
Mitchell Sinkler & Starr
Pennsylvania
$1.61M +$21.4K +535 +1%
ME
1345
McIlrath & Eck
Washington
$1.6M -$92.6K -2,310 -5%
3IP
1346
3Chopt Investment Partners
Virginia
$1.6M +$135K +3,369 +9%
DFCM
1347
Dark Forest Capital Management
Puerto Rico
$1.6M +$916K +22,856 +131%
HP
1348
Hikari Power
Japan
$1.6M – – –
LSPW
1349
Lake Street Private Wealth
Illinois
$1.6M -$353K -8,805 -18%
KJWM
1350
Kiley Juergens Wealth Management
Washington
$1.59M -$86.3K -2,154 -5%
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