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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1751
Private Wealth Partners
California
$794K – – –
HCMG
1752
Howard Capital Management Group
California
$794K -$1.03K -27 -0.1%
LAIC
1753
Lederer & Associates Investment Counsel
California
$787K – – –
DFG
1754
Delta Financial Group
New Jersey
$786K -$95.1K -2,482 -11%
AIIMS
1755
Analyst IMS Investment Management Services
Israel
$786K +$335K +8,733 +79%
WFAG
1756
Worth Financial Advisory Group
North Carolina
$785K +$22K +574 +3%
KIM
1757
Kestra Investment Management
Texas
$785K +$756K +19,735 New
CFG
1758
CKW Financial Group
Hawaii
$783K -$19.1K -499 -2%
AA
1759
ALPS Advisors
Colorado
$781K -$39K -1,017 -5%
RA
1760
RFG Advisory
Alabama
$778K +$42.8K +1,116 +6%
CF
1761
Copperwynd Financial
Arizona
$777K +$36.2K +945 +5%
FFO
1762
Fortitude Family Office
Arizona
$777K +$132K +3,433 +21%
AC
1763
ASB Consultores
Florida
$776K -$551K -14,373 -42%
AIA
1764
Alera Investment Advisors
Illinois
$776K -$34.4K -897 -4%
KA
1765
Kearns & Associates
California
$776K – – –
XSC
1766
X-Square Capital
Puerto Rico
$775K -$29.6K -772 -4%
HCM
1767
Hall Capital Management
Rhode Island
$774K +$48.6K +1,269 +7%
GCP
1768
GSA Capital Partners
United Kingdom
$774K +$380K +9,907 +104%
1WA
1769
180 Wealth Advisors
Washington
$774K -$35.3K -920 -5%
WA
1770
Wealth Alliance
New York
$773K -$19.4K -506 -3%
SFP
1771
Sweet Financial Partners
Minnesota
$771K -$48.9K -1,277 -6%
MSAM
1772
Moloney Securities Asset Management
Missouri
$770K +$7.97K +208 +1%
CFG
1773
Cooper Financial Group
California
$768K +$384K +10,024 +108%
DWM
1774
Drive Wealth Management
Utah
$768K +$4.87K +127 +0.7%
CB
1775
Community Bank
New York
$767K +$76.2K +1,988 +11%
69 70
71
72 73