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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1526
Cypress Capital Group
Florida
$840K -$34.3K -1,040 -3%
TAM
1527
Titleist Asset Management
Texas
$839K +$969K +29,348 New
UWPG
1528
Ullmann Wealth Partners Group
Florida
$837K -$26.4K -801 -3%
OIM
1529
Oder Investment Management
California
$834K +$4.62K +140 +0.5%
CAM
1530
Covenant Asset Management
New Jersey
$831K -$4.49K -136 -0.5%
FAG
1531
Fortitude Advisory Group
Washington
$830K +$72.9K +2,209 +8%
NB
1532
NBT Bank
New York
$829K -$23.4K -710 -2%
FAIM
1533
Financial Advocates Investment Management
Washington
$828K +$44.7K +1,354 +5%
WAG
1534
Winthrop Advisory Group
Massachusetts
$826K +$33.4K +1,011 +4%
SOAMC
1535
Spirit of America Management Corp
New York
$825K -$66K -2,000 -6%
WCM
1536
Weik Capital Management
Pennsylvania
$825K +$8.25K +250 +0.9%
LBC
1537
Lowe Brockenbrough & Co
Virginia
$824K +$20.8K +629 +2%
MSFS
1538
Main Street Financial Solutions
Pennsylvania
$821K +$28.6K +865 +3%
MG
1539
Mather Group
Illinois
$821K -$794K -24,065 -46%
MPW
1540
Monterey Private Wealth
California
$820K -$89.4K -2,709 -9%
WA
1541
Wealth Architects
California
$817K +$5.78K +175 +0.6%
QC
1542
Quent Capital
New York
$811K +$35.7K +1,081 +4%
JWWM
1543
Johnson & White Wealth Management
Pennsylvania
$811K +$936K +28,366 New
EW
1544
Evoke Wealth
California
$810K +$28.6K +866 +3%
BCM
1545
Buckhead Capital Management
Georgia
$807K -$10.4K -314 -1%
HWM
1546
Horizon Wealth Management
Illinois
$802K +$603K +18,275 +187%
WSFS
1547
Wilmington Savings Fund Society
Delaware
$798K -$38.6K -1,170 -4%
DWP
1548
Daymark Wealth Partners
Ohio
$797K +$3.96K +120 +0.4%
FM
1549
Foster & Motley
Ohio
$795K -$140K -4,234 -13%
AC
1550
Arjuna Capital
North Carolina
$795K -$26.5K -803 -3%
60 61
62
63 64