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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1526
Foundations Investment Advisors
Arizona
$977K +$93K +2,309 +12%
PWMG
1527
Prestige Wealth Management Group
New Jersey
$976K -$488K -12,122 -35%
LFA
1528
Legacy Financial Advisors
Kentucky
$970K +$283K +7,028 +44%
NL
1529
Navalign LLC
California
$968K -$6.36K -158 -0.7%
MCM
1530
Monument Capital Management
Virginia
$966K +$470K +11,661 +105%
DWM
1531
Dorchester Wealth Management
Quebec, Canada
$959K -$48.3K -1,200 -5%
IA
1532
Insight Advisors
Pennsylvania
$956K -$6.28K -156 -0.8%
DWA
1533
Douglass Winthrop Advisors
New York
$955K +$36.6K +909 +4%
1WA
1534
180 Wealth Advisors
Washington
$954K +$2.01K +50 +0.2%
JSC
1535
Jackson Square Capital
California
$950K -$43K -1,068 -5%
WW
1536
Waterfront Wealth
Kansas
$950K -$40.6K -1,009 -4%
GPA
1537
Garrison Point Advisors
California
$949K – – –
AWA
1538
Arkadios Wealth Advisors
Georgia
$948K -$123K -3,047 -12%
LA
1539
LVW Advisors
New York
$948K +$451K +11,200 +101%
WDA
1540
Wendell David Associates
New Hampshire
$947K – – –
SAS
1541
Stelac Advisory Services
New York
$941K -$8.91M -221,242 -91%
NAS
1542
Nicolet Advisory Services
Wisconsin
$941K -$6.04K -150 -0.7%
FFA
1543
Freedman Financial Associates
Massachusetts
$940K – – –
AI
1544
Accredited Investors
Minnesota
$938K -$9.71K -241 -1%
PA
1545
PFG Advisors
Arizona
$933K -$55.2K -1,371 -6%
CFG
1546
CKW Financial Group
Hawaii
$932K – – –
TTWM
1547
TCV Trust & Wealth Management
Virginia
$932K +$21.5K +534 +2%
LIM
1548
Leavell Investment Management
Alabama
$932K +$88.7K +2,202 +11%
CWM
1549
Cahaba Wealth Management
Georgia
$930K +$883K +21,913 New
CAM
1550
Covenant Asset Management
New Jersey
$924K – – –
60 61
62
63 64