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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1601
McIlrath & Eck
Washington
$1.05M +$82.5K +1,811 +8%
SBL
1602
Sargent Bickham Lagudis
Colorado
$1.04M -$302K -6,625 -22%
LFA
1603
Legacy Financial Advisors
Kentucky
$1.03M +$15.4K +337 +1%
FWP
1604
FAS Wealth Partners
Kansas
$1.03M +$6.29K +138 +0.6%
ONST
1605
Old North State Trust
North Carolina
$1.03M +$912K +20,012 +635%
NAS
1606
Nicolet Advisory Services
Wisconsin
$1.03M +$44K +965 +4%
AWA
1607
Arkadios Wealth Advisors
Georgia
$1.02M +$29.6K +649 +3%
SG
1608
StoneX Group
New York
$1.02M +$67.2K +1,474 +7%
GAM
1609
Grandview Asset Management
Pennsylvania
$1.02M +$1.04M +22,894 New
AAMC
1610
Asset Allocation & Management Company
Illinois
$1.02M +$1.04M +22,872 New
WW
1611
Waterfront Wealth
Kansas
$1.01M +$14.8K +325 +1%
PIP
1612
Peachtree Investment Partners
Florida
$1M +$613K +13,455 +147%
NFG
1613
Norris Financial Group
South Carolina
$1M -$41.7K -915 -4%
DWA
1614
Douglass Winthrop Advisors
New York
$1M +$2.64K +58 +0.3%
TTWM
1615
TCV Trust & Wealth Management
Virginia
$1M +$25.6K +562 +3%
AWM
1616
Axxcess Wealth Management
California
$1M +$1.02M +22,470 New
AW
1617
ACG Wealth
Georgia
$999K +$61.3K +1,345 +6%
FSC
1618
Full Sail Capital
Oklahoma
$999K +$1M +21,999 New
BIP
1619
Blueprint Investment Partners
North Carolina
$998K +$444K +9,748 +77%
VAFP
1620
Vahanian & Associates Financial Planning
New York
$997K +$1.02M +22,401 New
LNWTC
1621
Laird Norton Wetherby Trust Company
Washington
$996K +$250K +5,489 +32%
GPA
1622
Garrison Point Advisors
California
$995K – – –
NL
1623
Navalign LLC
California
$994K -$21.3K -468 -2%
WDA
1624
Wendell David Associates
New Hampshire
$993K – – –
RA
1625
RFG Advisory
Alabama
$993K +$291K +6,397 +40%
63 64
65
66 67