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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
1726
Bank Hapoalim BM
Israel
$597K +$458K +13,880 +198%
LAM
1727
LifePro Asset Management
California
$596K – – –
BFG
1728
Barber Financial Group
Kansas
$596K +$198 +6 +0%
CIM
1729
Confluence Investment Management
Missouri
$595K +$686K +20,789 New
AF
1730
Advisornet Financial
Minnesota
$594K +$50.3K +1,524 +8%
BC
1731
Barrett & Company
Rhode Island
$590K +$13.4K +407 +2%
AG
1732
AIA Group
Hong Kong
$590K -$18K -544 -3%
FFP
1733
FourThought Financial Partners
Florida
$590K -$251K -7,589 -27%
WP
1734
Westmount Partners
California
$590K -$10.3K -311 -1%
AIA
1735
AIMZ Investment Advisors
California
$590K -$3.3K -100 -0.5%
BWM
1736
Baystate Wealth Management
Massachusetts
$588K -$45K -1,364 -6%
VW
1737
Vance Wealth
California
$588K +$238K +7,205 +54%
WA
1738
Wealth Advisors
California
$587K -$2.84K -86 -0.4%
AFG
1739
Allegheny Financial Group
Pennsylvania
$586K +$1.68K +51 +0.2%
CFG
1740
CKW Financial Group
Hawaii
$586K +$8.38K +254 +1%
HCMG
1741
Howard Capital Management Group
California
$581K – – –
AWM
1742
Aprio Wealth Management
Georgia
$581K +$1.09K +33 +0.2%
CPWA
1743
Cerro Pacific Wealth Advisors
California
$581K +$104K +3,144 +18%
CT
1744
Colonial Trust
South Carolina
$579K +$368K +11,147 +123%
SW
1745
SlateStone Wealth
Florida
$579K -$66.2K -2,006 -9%
DDC
1746
DF Dent & Co
Maryland
$578K -$162K -4,921 -20%
ANBT
1747
American National Bank & Trust
Texas
$578K +$101K +3,051 +18%
ISWM
1748
Independent Solutions Wealth Management
New York
$578K -$11.4K -344 -2%
HH
1749
HWG Holdings
Texas
$578K -$46.2K -1,401 -6%
AFPL
1750
Advus Financial Partners, LLC
Florida
$577K +$57K +1,728 +9%
68 69
70
71 72