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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
S.A. Mason
Michigan
$1.39M +$242 +6 +0%
AWM
1352
Accurate Wealth Management
Florida
$1.39M +$607K +15,079 +176%
CWP
1353
Curated Wealth Partners
California
$1.38M +$12K +297 +0.9%
SF
1354
Summit Financial
New Jersey
$1.38M +$1.31M +32,498 New
AG
1355
AIA Group
Hong Kong
$1.38M +$409K +10,151 +46%
CCM
1356
Coldstream Capital Management
Washington
$1.37M -$4M -99,418 -64%
SLWA
1357
San Luis Wealth Advisors
California
$1.37M +$1.3M +32,277 New
CBA
1358
Coastal Bridge Advisors
Connecticut
$1.37M +$725 +18 +0.1%
CSA
1359
Cottage Street Advisors
Massachusetts
$1.37M +$3.71K +92 +0.3%
CAMG
1360
CWA Asset Management Group
Florida
$1.36M +$38.5K +955 +3%
STA
1361
Summit Trail Advisors
New York
$1.36M +$138K +3,420 +12%
CWA
1362
Clearview Wealth Advisors
Oregon
$1.35M +$46.4K +1,153 +4%
PFS
1363
Physicians Financial Services
North Carolina
$1.35M -$12.1K -300 -0.9%
MSCM
1364
McElhenny Sheffield Capital Management
Texas
$1.35M +$1.28M +31,839 New
SFG
1365
Sovereign Financial Group
Connecticut
$1.34M -$134K -3,318 -9%
DWM
1366
Dakota Wealth Management
Florida
$1.34M +$140K +3,465 +12%
CL
1367
COWA LLC
Oklahoma
$1.34M +$17.3K +430 +1%
SCA
1368
Stonebridge Capital Advisors
Minnesota
$1.33M +$5.72K +142 +0.5%
GIP
1369
Granite Investment Partners
California
$1.33M +$12.1K +300 +1%
HA
1370
Herold Advisors
New York
$1.33M +$1.26M +31,241 New
FAIM
1371
Financial Advocates Investment Management
Washington
$1.32M -$257K -6,372 -17%
CL
1372
Choreo LLC
Illinois
$1.32M -$61.6K -1,530 -5%
HKAM
1373
Horizon Kinetics Asset Management
New York
$1.32M -$84.6K -2,100 -6%
AB
1374
Atlas Brown
Kentucky
$1.32M -$57.7K -1,433 -4%
CCWA
1375
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M – – –
53 54
55
56 57