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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1551
Ellevest Inc
New York
$924K +$52.4K +1,302 +6%
BFPW
1552
BOK Financial Private Wealth
Colorado
$924K +$166K +4,119 +23%
ME
1553
McIlrath & Eck
Washington
$923K -$3.42K -85 -0.4%
BFA
1554
Beacon Financial Advisory
Ohio
$921K – – –
WA
1555
Waverly Advisors
Alabama
$920K +$10.3K +255 +1%
SFI
1556
SPC Financial Inc
Maryland
$917K +$57.2K +1,420 +7%
CNBTD
1557
Citizens National Bank Trust Department
Mississippi
$912K -$4.03K -100 -0.5%
AC
1558
Addison Capital
Pennsylvania
$911K -$4.03K -100 -0.5%
SG
1559
StoneX Group
New York
$911K +$32.3K +803 +4%
AFS
1560
Aft Forsyth & Sober
Florida
$910K – – –
BFA
1561
Benedict Financial Advisors
Georgia
$910K +$169K +4,192 +24%
SFP
1562
Shepherd Financial Partners
Massachusetts
$903K +$49.7K +1,234 +6%
CFMC
1563
Curbstone Financial Management Corp
New Hampshire
$901K -$12.1K -300 -1%
AIA
1564
AIMZ Investment Advisors
California
$898K -$4.03K -100 -0.5%
TFO
1565
Tarbox Family Office
California
$897K – – –
LIM
1566
Lathrop Investment Management
Arkansas
$896K -$173K -4,301 -17%
AW
1567
ACG Wealth
Georgia
$896K -$13K -323 -2%
GLLW
1568
Graves Light Lenhart Wealth
Virginia
$891K +$242 +6 +0%
CWP
1569
Capital Wealth Planning
Florida
$889K -$91.6K -2,273 -10%
SYBT
1570
Stock Yards Bank & Trust
Kentucky
$887K +$23.3K +578 +3%
RVPG
1571
Relative Value Partners Group
$884K +$81 +2 +0%
DA
1572
Denali Advisors
California
$883K +$314K +7,800 +60%
DIP
1573
DT Investment Partners
Pennsylvania
$882K +$837K +20,774 New
TF
1574
TLWM Financial
Texas
$881K +$30.7K +763 +4%
AIM
1575
Axiom Investment Management
New York
$880K +$201K +4,994 +32%
61 62
63
64 65