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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1726
Brookfield Corp
Ontario, Canada
$585K -$9.96M -349,063 -94%
CAM
1727
Close Asset Management
United Kingdom
$584K +$4.34K +152 +0.8%
VWMG
1728
Virginia Wealth Management Group
Virginia
$584K +$173K +6,065 +42%
HCMG
1729
Howard Capital Management Group
California
$583K – – –
BFWA
1730
Benchmark Financial Wealth Advisors
Florida
$583K -$18.5K -647 -3%
OA
1731
Operose Advisors
Wisconsin
$582K +$395K +13,834 +214%
HL
1732
HeadInvest LLC
Maine
$580K +$11.7K +409 +2%
FBC
1733
Fairfield, Bush & Co
Connecticut
$580K +$257K +8,996 +80%
BHB
1734
Bank Hapoalim BM
Israel
$579K -$19.7K -690 -3%
CSC
1735
Caldwell Sutter Capital
California
$579K +$321K +11,264 +127%
MFG
1736
Menard Financial Group
Texas
$579K +$78.3K +2,744 +16%
ANBT
1737
American National Bank & Trust
Texas
$577K -$2.71K -95 -0.5%
CIA
1738
Caerus Investment Advisors
Texas
$577K – – –
MSA
1739
Marino Stram & Associates
Massachusetts
$576K +$72.2K +2,531 +14%
AHB
1740
Abner Herrman & Brock
New Jersey
$576K -$2.68K -94 -0.5%
AWM
1741
Accel Wealth Management
Iowa
$575K +$2.43K +85 +0.4%
BIA
1742
Bigelow Investment Advisors
Maine
$575K +$45.9K +1,608 +9%
BCM
1743
BTC Capital Management
Iowa
$574K -$91.3K -3,200 -14%
LCM
1744
Leisure Capital Management
California
$573K – – –
ISWM
1745
Independent Solutions Wealth Management
New York
$572K -$7.3K -256 -1%
PWP
1746
Perfromance Wealth Partners
Illinois
$572K -$4.13M -144,856 -88%
DDC
1747
DF Dent & Co
Maryland
$570K -$9.45K -331 -2%
DWM
1748
Drive Wealth Management
Utah
$570K -$130K -4,540 -19%
WFAG
1749
Worth Financial Advisory Group
North Carolina
$570K -$219K -7,672 -28%
CPC
1750
Congress Park Capital
New York
$569K -$161K -5,650 -22%
68 69
70
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