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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1401
CX Institutional
Indiana
$1.01M +$115K +3,892 +12%
MCM
1402
Mill Capital Management
North Carolina
$1M – – –
TIMH
1403
Tilt Investment Management Holdings
New York
$1,000K – – –
OAJ
1404
Ogorek Anthony Joseph
New York
$996K -$27.8K -938 -3%
IA
1405
IFG Advisory
Georgia
$994K -$48.8K -1,650 -4%
EDRIA
1406
Edmonds Duncan Registered Investment Advisors
Kansas
$993K – – –
BEC
1407
Blue Edge Capital
Virginia
$987K +$1.75K +59 +0.2%
GWM
1408
Geneos Wealth Management
Colorado
$985K +$33.2K +1,123 +3%
TF
1409
TLWM Financial
Texas
$985K +$31.7K +1,071 +3%
AIM
1410
Aspen Investment Management
Michigan
$985K +$54K +1,825 +5%
WMA
1411
Wealth Management Associates
New Jersey
$985K +$13.9K +471 +1%
FOFP
1412
Fee-Only Financial Planning
South Carolina
$983K – – –
CWP
1413
Curated Wealth Partners
California
$982K -$56.5K -1,909 -5%
NHC
1414
Nicholas Hoffman & Company
Georgia
$981K -$33.5K -1,133 -3%
KJWM
1415
Kiley Juergens Wealth Management
Washington
$980K -$61.3K -2,073 -5%
EWM
1416
Edge Wealth Management
New York
$979K -$193K -6,512 -15%
PCM
1417
Princeton Capital Management
New Jersey
$979K -$7.69K -260 -0.7%
ECP
1418
Epacria Capital Partners
Colorado
$977K – – –
BHBT
1419
Burke & Herbert Bank & Trust
Virginia
$975K -$174K -5,865 -14%
SAM
1420
SignalPoint Asset Management
Missouri
$973K +$9.7K +328 +0.9%
MBTD
1421
Mechanics Bank - Trust Department
California
$967K -$206K -6,959 -16%
BFA
1422
Buttonwood Financial Advisors
Maryland
$967K -$5.3K -179 -0.5%
CASB
1423
Cape Ann Savings Bank
Massachusetts
$966K -$30.3K -1,025 -3%
CWM
1424
Circle Wealth Management
New Jersey
$964K +$17.2K +582 +2%
WBC
1425
West Branch Capital
Massachusetts
$962K +$178 +6 +0%
55 56
57
58 59