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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1626
Vigilare Wealth Management
Arizona
$975K -$300K -6,640 -22%
MSFS
1627
Main Street Financial Solutions
Pennsylvania
$972K -$18K -398 -2%
PWMG
1628
Prestige Wealth Management Group
New Jersey
$969K +$71.8K +1,591 +7%
SG
1629
StoneX Group
New York
$966K +$22.5K +498 +2%
SFP
1630
Sweet Financial Partners
Minnesota
$966K +$575K +12,736 +119%
LFA
1631
Legacy Financial Advisors
Kentucky
$963K +$7.31K +162 +0.7%
SIM
1632
SSI Investment Management
California
$960K -$9.93K -220 -0.9%
AI
1633
Accredited Investors
Minnesota
$959K -$554K -12,275 -35%
DCM
1634
Donaldson Capital Management
Indiana
$959K +$84.5K +1,873 +9%
BCP
1635
Berkeley Capital Partners
Georgia
$959K +$608K +13,472 +138%
GLLW
1636
Graves Light Lenhart Wealth
Virginia
$958K +$66.8K +1,480 +7%
MP
1637
McDonald Partners
Ohio
$957K +$1.05M +23,206 New
KA
1638
KLCM Advisors
Wisconsin
$956K -$151K -3,343 -13%
BWA
1639
Blodgett Wealth Advisors
California
$955K +$65.4K +1,450 +7%
SFP
1640
Shepherd Financial Partners
Massachusetts
$955K +$136K +3,007 +15%
GWS
1641
Glassman Wealth Services
Virginia
$953K +$36.4K +807 +4%
CWA
1642
Canvas Wealth Advisors
Kansas
$949K -$164K -3,637 -12%
CCMT
1643
CMT Capital Markets Trading
Germany
$948K -$6.29M -139,421 -86%
CFMC
1644
Curbstone Financial Management Corp
New Hampshire
$948K +$81.2K +1,800 +8%
AFA
1645
Abacus FCF Advisors
Florida
$948K +$1.04M +22,996 New
PG
1646
Proffitt & Goodson
Tennessee
$947K -$70.2K -1,555 -6%
WSCM
1647
Wellington Shields Capital Management
New York
$945K -$318K -7,050 -24%
DIP
1648
DT Investment Partners
Pennsylvania
$945K +$482K +10,682 +87%
AAMC
1649
Asset Allocation & Management Company
Illinois
$943K – – –
TF
1650
TLWM Financial
Texas
$943K +$61.2K +1,356 +6%
64 65
66
67 68