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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1426
IPG Investment Advisors
California
$950K -$69.8K -2,358 -6%
PPW
1427
Pasadena Private Wealth
California
$949K -$4.44K -150 -0.4%
CRI
1428
Colonial River Investments
Virginia
$946K +$668K +22,594 +189%
AA
1429
ALPS Advisors
Colorado
$946K +$39.4K +1,333 +4%
MCI
1430
MRP Capital Investments
Georgia
$944K +$554K +18,739 +98%
SF
1431
Summit Financial
New Jersey
$940K -$524K -17,705 -34%
3IP
1432
3Chopt Investment Partners
Virginia
$939K -$38.4K -1,299 -4%
IVP
1433
Intrinsic Value Partners
Arizona
$936K -$1.48K -50 -0.1%
PWA
1434
Provenance Wealth Advisors
Florida
$936K +$1.01M +34,198 New
T
1435
TOBAM
France
$934K +$75.8K +2,563 +8%
CAM
1436
Columbia Asset Management
Michigan
$932K -$278K -9,393 -22%
MA
1437
MCF Advisors
Kentucky
$932K -$2.22K -75 -0.2%
CL
1438
CSS LLC
Illinois
$928K +$559K +18,900 +126%
CPA
1439
Court Place Advisors
Maryland
$923K -$15.4K -519 -2%
LAS
1440
Lloyd Advisory Services
Georgia
$923K +$997K +33,697 New
NG
1441
Norden Group
Utah
$923K +$997K +33,697 New
AAG
1442
Armstrong Advisory Group
Massachusetts
$922K -$114K -3,850 -10%
TA
1443
Tiedemann Advisors
New York
$919K +$993K +33,561 New
WP
1444
Waycross Partners
Kentucky
$917K +$59.2K +2,000 +6%
APW
1445
Aurora Private Wealth
New Jersey
$914K +$30.8K +1,041 +3%
LWA
1446
Lineweaver Wealth Advisors
Ohio
$914K +$505K +17,065 +105%
MPPW
1447
Mitchell & Pahl Private Wealth
Oklahoma
$913K -$19K -641 -2%
DWP
1448
Daymark Wealth Partners
Ohio
$911K -$115K -3,898 -10%
PWPS
1449
Pinnacle Wealth Planning Services
Ohio
$909K -$24K -810 -2%
SWM
1450
Sugarloaf Wealth Management
Georgia
$901K -$27.9K -943 -3%
56 57
58
59 60