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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1676
Barden Capital Management
Texas
$702K +$139K +3,873 +21%
STB
1677
S&T Bank
Pennsylvania
$701K -$44.7K -1,241 -5%
CSA
1678
Cottage Street Advisors
Massachusetts
$701K +$11.9K +330 +1%
BCM
1679
Brasada Capital Management
Texas
$700K +$540K +15,000 +200%
HFS
1680
Haverford Financial Services
Pennsylvania
$699K – – –
NL
1681
Navalign LLC
California
$699K +$5.4K +150 +0.7%
GPA
1682
Garrison Point Advisors
California
$696K +$36 +1 +0%
WDA
1683
Wendell David Associates
New Hampshire
$695K – – –
AP
1684
Adero Partners
California
$693K -$170K -4,721 -17%
KP
1685
Keel Point
Alabama
$692K +$61.1K +1,697 +9%
PA
1686
PFG Advisors
Arizona
$692K +$62.7K +1,741 +8%
AFA
1687
Abacus FCF Advisors
Florida
$688K -$32.6K -906 -4%
ATC
1688
Adirondack Trust Company
New York
$685K +$37.4K +1,039 +5%
PL
1689
Pluribus Labs
California
$681K +$433K +12,019 +122%
WW
1690
Waterfront Wealth
Kansas
$680K -$32.4K -899 -4%
FFG
1691
Fortem Financial Group
California
$678K -$353K -9,808 -31%
CAM
1692
Covenant Asset Management
New Jersey
$678K – – –
PWM
1693
Palumbo Wealth Management
New York
$678K +$37.3K +1,036 +5%
BFA
1694
Beacon Financial Advisory
Ohio
$677K -$4.97K -138 -0.6%
BDF
1695
Black Diamond Financial
Maryland
$674K -$142K -3,949 -15%
CWA
1696
Canvas Wealth Advisors
Kansas
$674K -$140K -3,902 -15%
DWA
1697
Douglass Winthrop Advisors
New York
$674K -$28.3K -786 -4%
WA
1698
Waddell & Associates
Tennessee
$673K +$8.21K +228 +1%
WA
1699
Waverly Advisors
Alabama
$672K +$72.4K +2,012 +10%
REMPR
1700
Roof Eidam Maycock Peralta (REMP)
California
$670K +$32.3K +896 +4%
66 67
68
69 70