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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Accredited Wealth Management
Kentucky
$1.07M +$953K +22,664 New
ATS
1727
Ashton Thomas Securities
New York
$1.07M +$13.6K +324 +1%
PCP
1728
Proficio Capital Partners
Massachusetts
$1.07M +$49.6K +1,178 +5%
LA
1729
LexAurum Advisors
Kansas
$1.07M -$37.9K -901 -4%
ST
1730
Sentinel Trust
Texas
$1.07M +$799 +19 +0.1%
CA
1731
Continuum Advisory
Idaho
$1.07M +$17.9K +425 +2%
SFA
1732
Souders Financial Advisors
Ohio
$1.07M -$202K -4,801 -18%
CCG
1733
Cypress Capital Group
Florida
$1.07M +$151K +3,583 +19%
WA
1734
WealthTrust Axiom
Pennsylvania
$1.07M -$20.9K -497 -2%
SPF
1735
South Plains Financial
Texas
$1.07M -$73.8K -1,754 -7%
WF
1736
Wayfinding Financial
Washington
$1.07M +$505 +12 +0.1%
NGA
1737
Naples Global Advisors
Florida
$1.07M +$4K +95 +0.4%
TA
1738
TruWealth Advisors
Louisiana
$1.06M -$14.5K -345 -2%
CP
1739
Clarendon Private
Massachusetts
$1.06M +$173K +4,112 +22%
WP
1740
Westmount Partners
California
$1.06M +$673 +16 +0.1%
PGWM
1741
Pitti Group Wealth Management
New York
$1.06M -$14.9K -355 -2%
EWM
1742
Edge Wealth Management
New York
$1.05M +$21.1K +502 +2%
AI
1743
Arvest Investments
Arkansas
$1.05M -$628K -14,931 -40%
MAWA
1744
Moss Adams Wealth Advisors
Washington
$1.05M -$135K -3,202 -13%
CWP
1745
Clark Wealth Partners
Illinois
$1.05M -$17.4K -413 -2%
JAFL
1746
Jay A. Fishman Ltd
Michigan
$1.05M – – –
1C
1747
111 Capital
France
$1.05M -$496K -11,790 -35%
MMHP
1748
Murphy Middleton Hinkle & Parker
Georgia
$1.04M – – –
POIA
1749
Pin Oak Investment Advisors
Texas
$1.04M -$64.2K -1,525 -6%
CIA
1750
Citadel Investment Advisory
Ohio
$1.04M – – –
68 69
70
71 72