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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1601
Hohimer Wealth Management
Washington
$675K +$620K +19,173 New
SCM
1602
Southport Capital Management
Tennessee
$672K +$485 +15 +0.1%
SG
1603
StoneX Group
New York
$671K +$25K +773 +4%
TFO
1604
Tarbox Family Office
California
$669K +$455K +14,085 +288%
CIA
1605
Choate Investment Advisors
Massachusetts
$667K -$60.2K -1,864 -9%
V
1606
VeraBank
Texas
$663K +$216K +6,675 +55%
BMC
1607
Benin Management Corp
Connecticut
$662K +$48.5K +1,500 +9%
AFM
1608
Anson Funds Management
Texas
$662K +$608K +18,800 New
ETI
1609
Enterprise Trust & Investment
California
$661K +$12K +372 +2%
AIA
1610
Arbor Investment Advisors
North Carolina
$660K -$291 -9 -0%
SCI
1611
Stableford Capital II
Arizona
$659K -$62.6K -1,938 -9%
BBL
1612
Beck Bode LLC
Massachusetts
$658K -$142K -4,408 -19%
APWM
1613
Atlas Private Wealth Management
New York
$656K +$602K +18,634 New
NWS
1614
Newport Wealth Strategies
California
$655K +$11.4K +353 +2%
GBBWRPM
1615
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$654K +$259 +8 +0%
SAA
1616
Southeast Asset Advisors
Georgia
$650K +$808 +25 +0.1%
IBOK
1617
Independence Bank of Kentucky
Kentucky
$650K +$2.26K +70 +0.4%
DWM
1618
Doyle Wealth Management
Florida
$650K +$9.15K +283 +2%
PA
1619
PSI Advisors
Florida
$648K +$595K +18,416 New
WP
1620
WealthPLAN Partners
Nebraska
$647K +$120K +3,707 +25%
BCM
1621
BTR Capital Management
California
$644K – – –
CIR
1622
Clear Investment Research
Georgia
$640K -$10K -310 -2%
B
1623
Bellecapital
Switzerland
$637K +$364K +11,248 +164%
GFS
1624
GYL Financial Synergies
Connecticut
$634K -$23.7K -732 -4%
FC
1625
FCA Corp
Texas
$634K – – –
63 64
65
66 67