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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1601
TAGStone Capital
North Carolina
$720K -$17.6K -525 -2%
CG
1602
Corundum Group
Colorado
$720K +$39K +1,167 +5%
TWA
1603
TCI Wealth Advisors
Arizona
$719K -$28.6K -855 -3%
AR
1604
Advisory Research
Illinois
$719K +$796K +23,822 New
EA
1605
Eudaimonia Advisors
Tennessee
$716K +$6.79K +203 +0.9%
OPA
1606
Old Port Advisors
Maine
$712K -$8.59K -257 -1%
AP
1607
Arlington Partners
Alabama
$710K -$187K -5,608 -19%
LA
1608
LexAurum Advisors
Kansas
$709K -$67 -2 -0%
NL
1609
Navalign LLC
California
$709K +$34.3K +1,027 +5%
FPB
1610
First PREMIER Bank
South Dakota
$705K – – –
BFA
1611
Benedict Financial Advisors
Georgia
$703K +$22.9K +684 +3%
GLLW
1612
Graves Light Lenhart Wealth
Virginia
$702K – – –
MFGM
1613
Marshall Financial Group (Maryland)
Maryland
$701K -$13.5K -403 -2%
BCM
1614
Barden Capital Management
Texas
$700K +$23.5K +702 +3%
BC
1615
Bartlett & Co
Ohio
$700K +$171K +5,123 +28%
ONST
1616
Old North State Trust
North Carolina
$700K +$774K +23,141 +100,613%
BCWM
1617
Bartlett & Co Wealth Management
Ohio
$700K +$171K +5,123 +28%
SIM
1618
SSI Investment Management
California
$699K +$1K +30 +0.1%
TSWM
1619
Tyler-Stone Wealth Management
Ohio
$698K -$80.8K -2,418 -9%
SBL
1620
Sargent Bickham Lagudis
Colorado
$697K -$7.52K -225 -1%
CL
1621
CSS LLC
Illinois
$696K -$735K -22,000 -49%
WPA
1622
West Paces Advisors
Georgia
$694K -$16.7K -500 -2%
WA
1623
Wealth Advisors
California
$693K +$2.21K +66 +0.3%
GPA
1624
Garrison Point Advisors
California
$693K +$20.1K +600 +3%
ST
1625
Sentinel Trust
Texas
$691K -$61.1K -1,827 -7%
63 64
65
66 67