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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
1651
Hamilton Capital Partners (Canada)
$669K +$772K +23,400 New
TWA
1652
TCI Wealth Advisors
Arizona
$669K -$54.7K -1,656 -7%
GPA
1653
Garrison Point Advisors
California
$667K +$11.6K +352 +2%
CWA
1654
Canvas Wealth Advisors
Kansas
$666K +$12.4K +375 +2%
UL
1655
Unionview LLC
Washington
$665K -$32.1K -971 -4%
BDF
1656
Black Diamond Financial
Maryland
$665K +$64.1K +1,942 +9%
NGA
1657
Naples Global Advisors
Florida
$664K -$2.34K -71 -0.3%
AWE
1658
Avidian Wealth Enterprises
Texas
$664K +$37.3K +1,131 +5%
DFG
1659
Delta Financial Group
New Jersey
$664K +$2.9K +88 +0.4%
BCM
1660
BTC Capital Management
Iowa
$664K -$192K -5,824 -20%
CWA
1661
Clearview Wealth Advisors
Oregon
$663K -$340K -10,307 -31%
FTWA
1662
Fifth Third Wealth Advisors
Ohio
$663K +$765K +23,173 New
GLLW
1663
Graves Light Lenhart Wealth
Virginia
$662K -$3.53K -107 -0.5%
RVPG
1664
Relative Value Partners Group
$662K -$180K -5,457 -19%
LFA
1665
Legacy Financial Advisors
Kentucky
$659K +$55.2K +1,671 +8%
BCWM
1666
Bartlett & Co Wealth Management
Ohio
$658K -$165 -5 -0%
BC
1667
Bartlett & Co
Ohio
$658K -$165 -5 -0%
CAM
1668
Cypress Asset Management
Texas
$658K +$48.5K +1,470 +7%
GP
1669
Greenline Partners
New York
$655K +$379K +11,494 +101%
EFG
1670
Everhart Financial Group
Ohio
$655K -$75.6K -2,291 -9%
ST
1671
Sentinel Trust
Texas
$653K -$957 -29 -0.1%
CFMC
1672
Curbstone Financial Management Corp
New Hampshire
$650K +$105K +3,186 +16%
AP
1673
Arlington Partners
Alabama
$650K +$23.5K +711 +3%
GWS
1674
Glassman Wealth Services
Virginia
$647K -$47.9K -1,452 -6%
CSA
1675
Cottage Street Advisors
Massachusetts
$645K +$744K +22,536 New
65 66
67
68 69