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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1526
Brown Financial Advisors
Ohio
$1.21M -$380K -9,490 -24%
NAS
1527
Nicolet Advisory Services
Wisconsin
$1.21M +$54.5K +1,359 +5%
SWK
1528
Stephen W. Kidder
$1.21M -$1K -25 -0.1%
FPB
1529
First PREMIER Bank
South Dakota
$1.2M -$80.2K -2,000 -6%
KFGK
1530
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$47K +1,173 +4%
IIA
1531
IPG Investment Advisors
California
$1.2M – – –
FAIM
1532
Financial Advocates Investment Management
Washington
$1.2M -$208K -5,180 -15%
SHF
1533
Safe Harbor Fiduciary
Florida
$1.2M +$1.21M +30,141 New
CPA
1534
Court Place Advisors
Maryland
$1.19M – – –
WA
1535
Wealth Architects
California
$1.18M +$7.78K +194 +0.7%
CVA
1536
Central Valley Advisors
California
$1.18M -$46.4K -1,158 -4%
SFI
1537
SPC Financial Inc
Maryland
$1.18M +$92.7K +2,312 +8%
MSFS
1538
Main Street Financial Solutions
Pennsylvania
$1.18M -$173K -4,305 -13%
PCMK
1539
Paragon Capital Management (Kansas)
Kansas
$1.18M -$16.8K -418 -1%
KAS
1540
KPP Advisory Services
Kentucky
$1.17M -$27.6K -688 -2%
OIM
1541
Oder Investment Management
California
$1.17M -$66.9K -1,669 -5%
OA
1542
Operose Advisors
Wisconsin
$1.16M – – –
MWM
1543
Meridian Wealth Management
Kentucky
$1.16M +$1.18M +29,332 New
DF
1544
Dunhill Financial
United Kingdom
$1.16M +$441 +11 +0%
NLP
1545
Next Level Private
New York
$1.16M -$1.36K -34 -0.1%
GWA
1546
GGM Wealth Advisors
Maryland
$1.16M +$200 +5 +0%
NHC
1547
Nicholas Hoffman & Company
Georgia
$1.16M -$29.8K -744 -2%
CWP
1548
Cyndeo Wealth Partners
Florida
$1.15M +$209K +5,205 +22%
CFP
1549
Catalyst Financial Partners
Massachusetts
$1.15M +$60.6K +1,513 +5%
MAM
1550
McLean Asset Management
Virginia
$1.15M +$4.13K +103 +0.4%
60 61
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63 64