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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1476
Tidal Investments
Wisconsin
$827K +$88K +3,283 +14%
AIC
1477
Ameritas Investment Company
Nebraska
$825K -$73.8K -2,755 -9%
MMHP
1478
Murphy Middleton Hinkle & Parker
Georgia
$823K +$54 +2 +0%
RCC
1479
Red Cedar Capital
Nebraska
$817K – – –
SWMG
1480
Strategic Wealth Management Group
Maryland
$815K -$48.6K -1,813 -6%
SBSB
1481
Sullivan, Bruyette, Speros & Blaney
Virginia
$815K +$112K +4,163 +18%
LIA
1482
LBMC Investment Advisors
Tennessee
$812K +$6.49K +242 +0.9%
MWM
1483
Mission Wealth Management
California
$812K +$105K +3,907 +17%
KFGK
1484
Keystone Financial Group (Kentucky)
Kentucky
$809K -$63.1K -2,353 -8%
BOPW
1485
Brandywine Oak Private Wealth
Pennsylvania
$807K -$54.2K -2,023 -7%
JDR
1486
Jay D. Rosenbaum
$807K +$35.4K +1,320 +5%
MPW
1487
Monterey Private Wealth
California
$806K -$8.36K -312 -1%
DCM
1488
Dimension Capital Management
Florida
$803K -$72.7K -2,714 -9%
HC
1489
HNP Capital
New York
$800K +$13.4K +500 +2%
VRM
1490
Vectors Research Management
New York
$800K +$13.4K +500 +2%
SBL
1491
Sargent Bickham Lagudis
Colorado
$799K +$189K +7,063 +37%
CCB
1492
Cutter & Co Brokerage
Missouri
$797K -$21.4K -797 -3%
LAM
1493
LifePro Asset Management
California
$797K -$3.16K -118 -0.4%
KWA
1494
KCS Wealth Advisory
California
$797K +$3.83K +143 +0.5%
FMT
1495
First Mercantile Trust
Tennessee
$795K +$19.5K +728 +3%
LIM
1496
Lathrop Investment Management
Arkansas
$794K – – –
GCA
1497
Gradient Capital Advisors
California
$792K -$70.9K -2,647 -9%
PFO
1498
Pathstone Family Office
New Jersey
$792K +$561K +20,926 +402%
CRC
1499
Curi RMB Capital
Illinois
$791K – – –
TWP
1500
Tempus Wealth Planning
California
$789K -$375 -14 -0.1%
58 59
60
61 62