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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1751
Iconiq Capital
California
$901K +$212K +4,755 +14%
EB
1752
Emprise Bank
Kansas
$899K – – –
BW
1753
BIP Wealth
Georgia
$897K -$39.7K -892 -4%
PCP
1754
Proficio Capital Partners
Massachusetts
$896K +$54.1K +1,213 +6%
AFS
1755
Aft Forsyth & Sober
Florida
$895K – – –
SA
1756
Skyline Advisors
Washington
$890K +$14K +315 +1%
MFG
1757
Magnus Financial Group
New York
$886K +$5.44K +122 +0.6%
HPBT
1758
Hickory Point Bank & Trust
Illinois
$885K +$28.7K +645 +3%
CCIA
1759
Cherry Creek Investment Advisors
Colorado
$885K +$5.44K +122 +0.6%
CSC
1760
Caldwell Sutter Capital
California
$883K +$35.1K +788 +4%
BC
1761
Barrett & Company
Rhode Island
$882K +$178 +4 +0%
FWM
1762
Finer Wealth Management
Massachusetts
$880K -$41K -921 -4%
YIA
1763
YHB Investment Advisors
Connecticut
$879K +$34.3K +769 +4%
AWS
1764
Arkfeld Wealth Strategies
Nebraska
$877K -$59K -1,324 -5%
OPTFSNA
1765
Old Point Trust & Financial Services N A
Virginia
$876K – – –
ME
1766
McIlrath & Eck
Washington
$876K +$32.2K +723 +4%
CB
1767
Centennial Bank
Arkansas
$875K -$6.91K -155 -0.7%
TIM
1768
Tikehau Investment Management
France
$874K +$933K +20,943 New
HWMO
1769
Heritage Wealth Management (Ohio)
Ohio
$873K +$16.6K +372 +2%
OA
1770
Operose Advisors
Wisconsin
$872K +$99.3K +2,229 +12%
WJA
1771
Willis Johnson & Associates
Texas
$870K +$7.58K +170 +0.8%
PA
1772
PFW Advisors
Georgia
$868K – – –
SCI
1773
Stableford Capital II
Arizona
$866K -$27.5K -617 -3%
FFP
1774
FourThought Financial Partners
Florida
$864K -$9.05K -203 -1%
CPA
1775
Capital Planning Advisors
California
$863K +$167K +3,737 +22%
69 70
71
72 73