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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1401
YorkBridge Wealth Partners
New York
$979K +$28.7K +1,072 +3%
CIS
1402
Capital International Sarl
California
$978K +$149K +5,573 +21%
WAM
1403
WNY Asset Management
New York
$977K +$863K +32,184 New
NNP
1404
Nachman Norwood & Parrott
South Carolina
$973K -$19.6K -732 -2%
HBT
1405
Heartland Bank & Trust
Illinois
$973K +$861K +32,111 New
CBA
1406
Coastal Bridge Advisors
Connecticut
$971K +$65.4K +2,439 +8%
KWM
1407
Keebeck Wealth Management
Illinois
$968K +$30.8K +1,150 +4%
ER
1408
Enlightenment Research
Florida
$967K +$855K +31,901 New
CSA
1409
Cottage Street Advisors
Massachusetts
$966K +$4.05K +151 +0.5%
SAM
1410
S.A. Mason
Michigan
$959K -$15.7K -585 -2%
MW
1411
MBL Wealth
North Carolina
$950K +$840K +31,349 New
SFG
1412
Sovereign Financial Group
Connecticut
$942K +$833K +31,073 New
MCM
1413
Manchester Capital Management
Vermont
$940K -$73.3K -2,733 -8%
UWPG
1414
Ullmann Wealth Partners Group
Florida
$937K +$4.15K +155 +0.5%
SAM
1415
Sawgrass Asset Management
Florida
$936K -$14.6K -545 -2%
CWA
1416
Clearview Wealth Advisors
Oregon
$934K +$826K +30,805 New
XSC
1417
X-Square Capital
Puerto Rico
$928K +$100K +3,736 +14%
STA
1418
Summit Trail Advisors
New York
$926K -$131K -4,872 -14%
DFA
1419
Delta Financial Advisors
Louisiana
$925K -$43.6K -1,625 -5%
NB
1420
NBT Bank
New York
$924K -$96.5K -3,600 -11%
FFA
1421
Founders Financial Alliance
North Carolina
$923K +$69.2K +2,581 +9%
LJAC
1422
L.J. Altfest & Co
New York
$922K +$42.1K +1,571 +5%
ARMC
1423
American Research & Management Company
Massachusetts
$918K -$61.4K -2,289 -7%
MRCM
1424
M&R Capital Management
New Jersey
$917K -$77.1K -2,875 -9%
EB
1425
Eastern Bank
Massachusetts
$916K +$83.7K +3,122 +12%
55 56
57
58 59