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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1676
Houlihan Financial Resource Group
Virginia
$642K – – –
LWM
1677
Liberty Wealth Management
California
$641K +$742K +22,473 New
WA
1678
Wealth Alliance
New York
$641K +$119K +3,609 +19%
MYIA
1679
Mount Yale Investment Advisors
Colorado
$641K -$118K -3,589 -14%
NHT
1680
New Hampshire Trust
New Hampshire
$641K -$3.3K -100 -0.4%
EFH
1681
Eaton Financial Holdings
Florida
$640K -$127K -3,840 -15%
AOI
1682
Auto-Owners Insurance
Michigan
$640K – – –
MMA
1683
Miracle Mile Advisors
California
$640K -$1.75K -53 -0.2%
CFO
1684
Callan Family Office
Pennsylvania
$639K +$737K +22,333 New
LSA
1685
Lion Street Advisors
Texas
$638K +$471K +14,272 +177%
WDA
1686
Wendell David Associates
New Hampshire
$638K – – –
BFA
1687
Beacon Financial Advisory
Ohio
$638K +$39.6K +1,200 +6%
AWM
1688
Accurate Wealth Management
Florida
$638K +$113K +3,428 +18%
CCM
1689
Chiron Capital Management
Florida
$635K +$519K +15,720 +243%
CC
1690
Callan Capital
California
$634K +$16.5K +501 +2%
BAG
1691
Briggs Advisory Group
Rhode Island
$633K +$33 +1 +0%
AFO
1692
Allie Family Office
Florida
$632K +$1.68M +51,000 +263%
WF
1693
Wayfinding Financial
Washington
$631K +$67.3K +2,040 +10%
LIA
1694
LBMC Investment Advisors
Tennessee
$629K -$8.19K -248 -1%
IIC
1695
Integrated Investment Consultants
Michigan
$629K +$396K +11,999 +120%
1WA
1696
180 Wealth Advisors
Washington
$629K +$60.3K +1,826 +9%
RWPA
1697
Richard W. Paul & Associates
Michigan
$627K +$21.4K +647 +3%
EA
1698
Ellsworth Advisors
Ohio
$627K +$723K +21,914 New
EA
1699
Eudaimonia Advisors
Tennessee
$625K -$42.7K -1,293 -6%
CWP
1700
Concord Wealth Partners
Virginia
$625K +$49.1K +1,487 +7%
66 67
68
69 70