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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1701
Wakefield Asset Management
Colorado
$616K +$47.8K +1,676 +8%
AFS
1702
Aft Forsyth & Sober
Florida
$615K – – –
CFA
1703
Cahill Financial Advisors
Minnesota
$615K +$289K +10,129 +90%
TTWM
1704
TCV Trust & Wealth Management
Virginia
$614K – – –
HNWAG
1705
High Net Worth Advisory Group
Florida
$611K -$72.3K -2,535 -11%
SIA
1706
Soltis Investment Advisors
Utah
$611K +$39.8K +1,393 +7%
BOS
1707
Bank of Stockton
California
$610K -$7.22K -253 -1%
AWM
1708
Aprio Wealth Management
Georgia
$609K +$25.9K +909 +4%
OWIM
1709
Old West Investment Management
California
$609K -$1.43M -50,108 -70%
RCM
1710
Raleigh Capital Management
North Carolina
$609K +$7.3K +256 +1%
PWM
1711
PBMares Wealth Management
Virginia
$606K -$6.39K -224 -1%
JFA
1712
JNBA Financial Advisors
Minnesota
$601K -$8.19K -287 -1%
CIM
1713
Confluence Investment Management
Missouri
$600K +$3.17K +111 +0.5%
PVI
1714
Pine Valley Investments
New Jersey
$597K -$18.8K -659 -3%
RWPA
1715
Richard W. Paul & Associates
Michigan
$595K -$34.1K -1,194 -5%
CB
1716
Community Bank
New York
$594K -$155K -5,425 -21%
FFP
1717
FourThought Financial Partners
Florida
$594K +$2.94K +103 +0.5%
LAM
1718
L2 Asset Management
Massachusetts
$594K +$45.1K +1,580 +8%
AFG
1719
Allegheny Financial Group
Pennsylvania
$593K +$4.59K +161 +0.8%
BC
1720
Barrett & Company
Rhode Island
$592K +$314 +11 +0.1%
CFG
1721
CKW Financial Group
Hawaii
$588K – – –
AFO
1722
Allie Family Office
Florida
$588K -$1.43M -50,000 -71%
AIA
1723
AIMZ Investment Advisors
California
$587K -$4.28K -150 -0.7%
TFCP
1724
Twin Focus Capital Partners
Massachusetts
$587K -$312K -10,947 -35%
BC
1725
Brookfield Corp
Ontario, Canada
$585K -$9.96M -349,063 -94%
67 68
69
70 71