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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
1601
Marathon Trading Investment Management
Pennsylvania
$685K -$21.3M -720,106 -97%
TCM
1602
Tegean Capital Management
New York
$685K +$740K +25,000 New
AWS
1603
Arkfeld Wealth Strategies
Nebraska
$683K -$16.2K -547 -2%
SIG
1604
Stonegate Investment Group
Alabama
$683K -$13.9M -469,404 -95%
RRCM
1605
Rappaport Reiches Capital Management
Illinois
$682K +$1.06K +36 +0.1%
PFSC
1606
Peoples Financial Services Corp
Pennsylvania
$681K -$13.7K -462 -2%
AWC
1607
Abundance Wealth Counselors
Pennsylvania
$680K +$734K +24,826 New
BOM
1608
Bank of Marin
California
$680K -$5.62K -190 -0.8%
SG
1609
StoneX Group
New York
$678K -$12.3K -417 -2%
GCA
1610
Gradient Capital Advisors
California
$677K +$2.75K +93 +0.4%
NFG
1611
Nations Financial Group
Iowa
$676K -$14.7K -498 -2%
CMANY
1612
Capital Management Associates (New York)
New York
$675K +$799 +27 +0.1%
AGWCA
1613
Annis Gardner Whiting Capital Advisors
Florida
$675K +$729K +24,641 New
MFG
1614
Menard Financial Group
Texas
$673K +$131K +4,432 +22%
AI
1615
Accredited Investors
Minnesota
$672K -$18.9K -639 -3%
VWM
1616
Venturi Wealth Management
Texas
$671K -$1.95K -66 -0.3%
CFSG
1617
Community Financial Services Group
Vermont
$670K +$724K +24,459 New
CA
1618
Continental Advisors
Utah
$669K -$296K -10,000 -29%
IF
1619
Intrua Financial
Texas
$668K -$4.05K -137 -0.6%
XSC
1620
X-Square Capital
Puerto Rico
$665K – – –
BBA
1621
Baader Bank Aktiengesellschaft
Germany
$664K +$683K +23,084 +1,757%
AIM
1622
Acropolis Investment Management
Missouri
$664K -$17.4K -587 -2%
CIA
1623
Citadel Investment Advisory
Ohio
$662K – – –
CA
1624
Continuum Advisory
Idaho
$661K -$87.3K -2,950 -11%
PP
1625
PDS Planning
Ohio
$661K +$65.7K +2,221 +10%
63 64
65
66 67