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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
III
1626
Independent Investors Inc
New York
$767K – – –
SIG
1627
Sargent Investment Group
Maryland
$763K +$94K +2,610 +12%
FNBOO
1628
First National Bank of Omaha
Nebraska
$759K -$34K -944 -4%
TC
1629
TAGStone Capital
North Carolina
$759K +$201K +5,579 +30%
GJIC
1630
Gamble Jones Investment Counsel
California
$758K +$3.6K +100 +0.4%
PBT
1631
Pictet Bank & Trust
Bahamas
$757K – – –
MSFS
1632
Main Street Financial Solutions
Pennsylvania
$756K +$25.8K +717 +3%
DA
1633
Denali Advisors
California
$756K +$155K +4,300 +22%
IFPG
1634
Intrepid Financial Planning Group
Indiana
$756K +$875K +24,294 New
AA
1635
Advisory Alpha
Michigan
$753K +$10.6K +295 +1%
GC
1636
GFG Capital
Florida
$753K +$871K +24,188 New
NFG
1637
Norris Financial Group
South Carolina
$749K +$50.3K +1,397 +6%
UL
1638
Unionview LLC
Washington
$749K +$5.62K +156 +0.7%
FAIM
1639
Financial Advocates Investment Management
Washington
$746K -$184K -5,121 -18%
CIM
1640
CIM Investment Management
Pennsylvania
$746K -$4.43K -123 -0.5%
CIP
1641
Convergence Investment Partners
Florida
$744K -$1.08M -30,042 -56%
MYIA
1642
Mount Yale Investment Advisors
Colorado
$741K +$114K +3,180 +15%
MA
1643
MCF Advisors
Kentucky
$740K -$42.7K -1,187 -5%
DL
1644
DOHJ LLC
Washington
$739K +$74.9K +2,080 +10%
BWM
1645
BCS Wealth Management
Tennessee
$738K +$577K +16,039 +210%
MFGM
1646
Marshall Financial Group (Maryland)
Maryland
$736K -$87.5K -2,430 -9%
SG
1647
StoneX Group
New York
$736K +$6.91K +192 +0.8%
EA
1648
Eudaimonia Advisors
Tennessee
$732K -$18.9K -524 -2%
WPA
1649
West Paces Advisors
Georgia
$731K +$22.5K +626 +3%
LA
1650
LexAurum Advisors
Kansas
$730K -$27K -751 -3%
64 65
66
67 68