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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1401
Fiduciary Family Office
Florida
$1.83M +$130K +3,101 +9%
JSSH
1402
J. Safra Sarasin Holding
$1.83M +$572K +13,585 +54%
CT
1403
Coastline Trust
Rhode Island
$1.82M -$150K -3,560 -8%
SAI
1404
Savvy Advisors Inc
New York
$1.82M +$288K +6,848 +22%
PH
1405
Pinnacle Holdings
Oklahoma
$1.82M -$968 -23 -0.1%
AWM
1406
Accurate Wealth Management
Florida
$1.82M +$143K +3,399 +10%
IAS
1407
IMA Advisory Services
Colorado
$1.82M +$757 +18 +0%
MA
1408
MONECO Advisors
Connecticut
$1.82M +$757 +18 +0%
MMM
1409
Mendel Money Management
Illinois
$1.81M -$199K -4,725 -11%
LIM
1410
Longfellow Investment Management
Massachusetts
$1.81M -$140K -3,326 -8%
NDBT
1411
North Dallas Bank & Trust
Texas
$1.8M +$1.6M +38,086 New
TPW
1412
Transatlantique Private Wealth
New York
$1.8M +$144K +3,431 +10%
AIM
1413
Avity Investment Management
Connecticut
$1.8M -$807K -19,181 -34%
OFS
1414
OneAscent Financial Services
Alabama
$1.8M -$1.22M -28,917 -43%
CI
1415
Conning Inc
Connecticut
$1.8M -$282K -6,702 -15%
DACS
1416
Dymon Asia Capital (Singapore)
Singapore
$1.8M +$1.6M +38,000 New
AS
1417
Altshuler Shaham
Israel
$1.79M – – –
GCM
1418
Generation Capital Management
New York
$1.79M -$55.8K -1,327 -3%
TPA
1419
Trivium Point Advisory
Connecticut
$1.79M -$61.5K -1,461 -4%
MWM
1420
Meridian Wealth Management
Kentucky
$1.78M +$116K +2,756 +8%
HCM
1421
Howland Capital Management
Massachusetts
$1.78M -$3.15K -75 -0.2%
KJWM
1422
Kiley Juergens Wealth Management
Washington
$1.78M +$8.08K +192 +0.5%
AGDI
1423
Absolute Gestao de Investimentos
Brazil
$1.77M +$1.58M +37,500 New
KFA
1424
Kelleher Financial Advisors
New York
$1.77M +$95.2K +2,263 +6%
EPIME
1425
Evelyn Partners Investment Management (Europe)
$1.77M -$20.8K -495 -1%
55 56
57
58 59