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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
1551
Boston Common Asset Management
Massachusetts
$935K +$20.1K +583 +2%
FFP
1552
FourThought Financial Partners
Florida
$934K +$972K +28,205 New
LBC
1553
Lowe Brockenbrough & Co
Virginia
$933K +$44.7K +1,297 +5%
MG
1554
Marex Group
$933K +$970K +28,160 New
FFA
1555
First Foundation Advisors
California
$932K +$37.4K +1,087 +4%
PBO
1556
Peoples Bank (Ohio)
Ohio
$929K -$16.1K -466 -2%
FCA
1557
FinTrust Capital Advisors
South Carolina
$925K -$404K -11,723 -30%
WIM
1558
WealthPlan Investment Management
Nebraska
$925K +$66.8K +1,939 +8%
WP
1559
WealthPLAN Partners
Nebraska
$924K +$894K +25,941 New
BHPW
1560
Beverly Hills Private Wealth
California
$924K +$961K +27,897 New
WAG
1561
Winthrop Advisory Group
Massachusetts
$923K +$27.1K +787 +3%
SAM
1562
Sawgrass Asset Management
Florida
$922K +$7.06K +205 +0.7%
MSFS
1563
Main Street Financial Solutions
Pennsylvania
$922K +$127K +3,693 +15%
CWM
1564
Curi Wealth Management
North Carolina
$922K +$132K +3,831 +16%
DWP
1565
Daymark Wealth Partners
Ohio
$919K +$956K +27,752 New
PCS
1566
Personal CFO Solutions
New Jersey
$918K +$41.9K +1,216 +5%
GC
1567
GFG Capital
Florida
$914K -$10.9K -317 -1%
FAIM
1568
Financial Advocates Investment Management
Washington
$914K +$121K +3,501 +15%
SFP
1569
Shepherd Financial Partners
Massachusetts
$914K +$33.4K +971 +4%
KMWM
1570
Keudell/Morrison Wealth Management
Oregon
$913K +$26.8K +777 +3%
WF
1571
Wayfinding Financial
Washington
$910K -$79.8K -2,317 -10%
EW
1572
Evoke Wealth
California
$910K +$21.4K +622 +2%
APC
1573
Aspire Private Capital
North Carolina
$910K -$35.2K -1,023 -4%
OC
1574
Oakworth Capital
Alabama
$906K +$4.58K +133 +0.5%
CCA
1575
Childress Capital Advisors
Texas
$905K +$57.2K +1,662 +6%
61 62
63
64 65