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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1526
Next Level Private
New York
$797K +$8.05K +272 +0.9%
CGA
1527
Channing Global Advisors
Florida
$794K +$128K +4,336 +18%
HAC
1528
Harbor Advisory Corp
New Hampshire
$790K +$118K +4,000 +16%
OCM
1529
Orion Capital Management
California
$789K -$185K -6,250 -18%
UWPG
1530
Ullmann Wealth Partners Group
Florida
$789K -$11K -373 -1%
LBC
1531
Lowe Brockenbrough & Co
Virginia
$789K – – –
EP
1532
Eudaimonia Partners
Tennessee
$784K +$53K +1,791 +7%
MPW
1533
Monterey Private Wealth
California
$783K -$621 -21 -0.1%
EW
1534
Evoke Wealth
California
$781K -$27.9K -944 -3%
GSC
1535
Grey Street Capital
Illinois
$781K -$15.9K -537 -2%
JF
1536
Jump Financial
Illinois
$781K +$172K +5,798 +26%
BCG
1537
Breakwater Capital Group
New Jersey
$779K +$113K +3,813 +15%
BIAS
1538
Beacon Investment Advisory Services
New Jersey
$778K -$4.7K -159 -0.6%
PFS
1539
Physicians Financial Services
North Carolina
$778K -$19.2K -650 -2%
RVPG
1540
Relative Value Partners Group
$777K +$155K +5,253 +23%
SCI
1541
Stableford Capital II
Arizona
$776K +$29.3K +991 +3%
PCMF
1542
Private Capital Management (Florida)
Florida
$776K -$98K -3,311 -10%
KFGK
1543
Keystone Financial Group (Kentucky)
Kentucky
$776K +$29.7K +1,004 +4%
CAM
1544
Cubic Asset Management
Massachusetts
$772K -$64.5K -2,179 -7%
WAG
1545
Winthrop Advisory Group
Massachusetts
$772K -$12.3K -417 -1%
NGA
1546
Naples Global Advisors
Florida
$769K +$68.5K +2,316 +9%
WG
1547
Welch Group
Alabama
$768K -$77K -2,601 -8%
IFU
1548
iSAM Funds (UK)
United Kingdom
$763K -$158K -5,335 -16%
LAM
1549
LifePro Asset Management
California
$762K +$304K +10,292 +59%
USB
1550
Union Savings Bank
Connecticut
$759K +$15.7K +531 +2%
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