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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1751
Wakefield Asset Management
Colorado
$536K -$55.4K -1,871 -9%
CWM
1752
Curi Wealth Management
North Carolina
$535K -$192K -6,503 -25%
LCM
1753
Leisure Capital Management
California
$534K -$13.3K -451 -2%
KA
1754
Kearns & Associates
California
$534K – – –
MCP
1755
Mirador Capital Partners
California
$533K -$2.02M -68,130 -78%
CIAS
1756
CFS Investment Advisory Services
New Jersey
$532K +$575K +19,443 New
CWP
1757
Cyndeo Wealth Partners
Florida
$531K -$6.01K -203 -1%
WA
1758
Wealth Alliance
New York
$530K +$75.3K +2,545 +15%
RMCM
1759
Reynders McVeigh Capital Management
Massachusetts
$529K +$358K +12,101 +167%
WFAG
1760
Worth Financial Advisory Group
North Carolina
$529K -$16.2K -549 -3%
TP
1761
Tranquility Partners
Tennessee
$528K +$37.3K +1,260 +7%
IRC
1762
Investors Research Corp
Georgia
$528K -$10.5K -356 -2%
AMBIA
1763
Allen Mooney & Barnes Investment Advisors
Georgia
$527K +$86.5K +2,924 +18%
LWM
1764
Liberty Wealth Management
California
$527K -$12K -405 -2%
SWA
1765
SOA Wealth Advisors
New York
$526K +$621 +21 +0.1%
SFP
1766
Sweet Financial Partners
Minnesota
$525K +$7.4K +250 +1%
AWM
1767
Aprio Wealth Management
Georgia
$525K -$60.9K -2,058 -10%
NFA
1768
Northern Financial Advisors
Michigan
$524K -$17K -573 -3%
CCA
1769
Childress Capital Advisors
Texas
$524K +$560K +18,934 New
MSWM
1770
McGlone Suttner Wealth Management
Wisconsin
$524K +$11.5K +388 +2%
AWM
1771
Accel Wealth Management
Iowa
$523K -$27.8K -940 -5%
SAM
1772
Summit Asset Management
Tennessee
$522K +$88.8K +3,001 +19%
SW
1773
SlateStone Wealth
Florida
$520K -$7.37K -249 -1%
CWM
1774
C2C Wealth Management
Arizona
$517K -$148K -5,000 -20%
MSA
1775
Marino Stram & Associates
Massachusetts
$517K -$36K -1,216 -6%
69 70
71
72 73