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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1551
Hartford Funds Management
Pennsylvania
$789K +$103K +3,626 +15%
IIC
1552
Integrated Investment Consultants
Michigan
$789K +$157K +5,493 +25%
JAG
1553
Journey Advisory Group
Kentucky
$786K -$171K -5,999 -18%
WF
1554
Wayfinding Financial
Washington
$785K +$72.9K +2,554 +12%
KFGK
1555
Keystone Financial Group (Kentucky)
Kentucky
$784K +$780K +27,332 New
GWM
1556
Greenwich Wealth Management
Connecticut
$784K +$9.85K +345 +1%
BOPW
1557
Brandywine Oak Private Wealth
Pennsylvania
$784K – – –
GCM
1558
Graham Capital Management
Connecticut
$783K +$779K +27,285 New
MFG
1559
MidWestOne Financial Group
Iowa
$782K -$455K -15,944 -37%
ACG
1560
Allen Capital Group
Nebraska
$780K +$45.3K +1,588 +6%
NB
1561
NBT Bank
New York
$779K -$52.3K -1,832 -6%
CA
1562
Continuum Advisory
Idaho
$777K -$120K -4,193 -13%
JSL
1563
JT Stratford LLC
Georgia
$776K +$274K +9,616 +55%
FAG
1564
Fortitude Advisory Group
Washington
$774K -$58.7K -2,057 -7%
PWP
1565
Pursue Wealth Partners
California
$773K -$1.06M -37,028 -58%
MSFS
1566
Main Street Financial Solutions
Pennsylvania
$771K -$52K -1,823 -6%
EP
1567
Eudaimonia Partners
Tennessee
$770K +$60.9K +2,134 +9%
AA
1568
Advisory Alpha
Michigan
$765K +$44.5K +1,560 +6%
CCWM
1569
Cassaday & Co Wealth Management
Virginia
$763K +$12.6K +441 +2%
AWS
1570
Arkfeld Wealth Strategies
Nebraska
$759K +$12.7K +446 +2%
MMHP
1571
Murphy Middleton Hinkle & Parker
Georgia
$756K +$86 +3 +0%
MLL
1572
Moody Lynn & Lieberson
Massachusetts
$756K -$13.3M -467,105 -95%
EB
1573
Eastern Bank
Massachusetts
$756K -$17.9K -629 -2%
CAM
1574
CenterStar Asset Management
Illinois
$756K +$751K +26,304 New
SAM
1575
Sawgrass Asset Management
Florida
$755K -$17.1K -600 -2%
61 62
63
64 65