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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$1.68M +$619K +11,994 +54%
RP
1502
Raelipskie Partnership
Ontario, Canada
$1.67M -$39.1K -758 -2%
FOFP
1503
Fee-Only Financial Planning
South Carolina
$1.67M – – –
FDS
1504
First Dallas Securities
Texas
$1.67M -$92.2K -1,787 -5%
BBI
1505
Baxter Bros Inc
Connecticut
$1.67M -$204K -3,955 -10%
BVP
1506
Bristlecone Value Partners
California
$1.67M -$11.5K -222 -0.6%
JWWM
1507
Johnson & White Wealth Management
Pennsylvania
$1.67M +$9.49K +184 +0.5%
VWM
1508
VCI Wealth Management
Missouri
$1.67M -$353K -6,838 -17%
CWP
1509
Concord Wealth Partners
Virginia
$1.66M +$90.1K +1,747 +5%
PCM
1510
Princeton Capital Management
New Jersey
$1.65M +$47.7K +925 +3%
FWA
1511
FSM Wealth Advisors
Ohio
$1.65M -$14.9K -289 -0.8%
HA
1512
Herold Advisors
New York
$1.65M +$59.4K +1,151 +4%
SP
1513
Sarasin & Partners
United Kingdom
$1.65M +$1.74M +33,800 New
WA
1514
WBH Advisory
Maryland
$1.65M -$5.73K -111 -0.3%
SIA
1515
Soltis Investment Advisors
Utah
$1.65M +$178K +3,455 +11%
CSF
1516
Capital Squared Financial
Maryland
$1.65M +$1.14K +22 +0.1%
CA
1517
CoreCap Advisors
Michigan
$1.64M -$70.4K -1,364 -4%
CWP
1518
Cyndeo Wealth Partners
Florida
$1.64M +$198K +3,841 +13%
I
1519
InceptionR
California
$1.64M +$1.19M +23,020 +215%
PCMN
1520
Paradigm Capital Management (Nevada)
Nevada
$1.64M +$31.8K +616 +2%
ACG
1521
Allen Capital Group
Nebraska
$1.63M -$44.6K -865 -3%
PCA
1522
Purkiss Capital Advisors
Connecticut
$1.63M +$257K +4,981 +17%
EPIME
1523
Evelyn Partners Investment Management (Europe)
$1.62M -$85.9K -1,664 -5%
PFP
1524
Paragon Financial Partners
California
$1.62M +$774 +15 +0%
AB
1525
ANB Bank
Colorado
$1.62M +$39.7K +769 +2%
59 60
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